The commercial documents you transmit to your clients embody the identity of your company. Fact allows you to customize them to shape a consistent and professional image.

Predefined templates are available, enabling you to quickly generate documents by simply adding your colors and logo.

To delve further and benefit from more advanced possibilities, you can create custom templates. This allows you to precisely define the information you want to include in your documents, their placement, and their format.

Add a logo and set the font

The font and logo are configured independently of the document template choice. In other words, once set, there is no need to revisit them, even if the template changes.

If you haven't chosen a font or logo before creating your custom template, you can take care of it:

About the logo, here the format to be adhered to:

1. Format: .png / .jpg
2. Max size: 100 kb
3. Max width:850 px / Max height: 130 px

Create a customized template

In "Settings" menu, on "Customization" tab, click on the "NEW TEMPLATE" button:

In the editing screen that appears, you can start customizing the template:

Add new components

From the edition screen of a custom template, it is possible to add a new component.

To do so, on the right, click on the component type you want to add (TEXT, MULTILINE TEXT, LIST, or IMAGE).

Upon clicking, a new component will appear on the template editor.

Edit a component

From the edition screen of a custom template, it is possible to edit the content of a component, chane its size or move it.

• Click on   to set the content of the component
• Click on   to change the size of the component
• Click on the component and hold the click to move it

Components with a padlock  are locked, you can neither change the size nor move it. Indeed, these are components that must appear on your documents, so it will be impossible to modify them.

Edit component content

Component TEXT

• Enter text on a line. It is possible to use fields (list of fields on the right)
• Additional options available:
  • Border
  • Font size
  • Font style

 Component MULTILINE TEXT

• Add a title
• Add a content. It is possible to use fields (list of fields on the right).
• Define a border around the component

 Component LIST

• Add a title
• Add an element: enter the title and its value. It is possible to use fields for the value (list of fields on the right) 
• Additional options available:
  • Border
  • Font size
  • Font style

 Component IMAGE

• Use the logo:
  If yes: Use the previously downloaded logo
  If no: Upload a new image
  

• Force size:
  If yes: keeps the original size of the image
  If no: Allows you to define the size of your choice for the width and height

• Border: Choose whether to display a border
  
  

 Component CLIENT ADDRESS

This component is mandatory and its content cannot be modified. It is possible to :

• Show the border
• Change the font size and style

 Component TABLE WITH ALL THE COMPONENTS OF THE DOCUMENT

This component is mandatory and its content cannot be modified. It is possible to hide certain elements on the document such as :

• Quantity
• Unit
• VAT
• Reference

 Component TOTALS AND LEGAL NOTICE

This component is mandatory and its content cannot be modified. It is possible to :

• Choose to display the VAT details
• Choose to display the borders

Validate the personalization of the document

Once te customization is finished, save the changes by clicking on the "Save" button.

It is also possible to preview the template by clicking on the "Save and Preview" button.

Reset the template

To reset its template, simply click on the “Reset” button.