Using Templates for Quotes, Documents & Emails

Create beautiful proposals, agreements, NDA, employment, and email templates and more for simple, secure and integrated electronic signatures

The Armatic platform is designed to streamline and automate many time consuming manual tasks. Templates are the basis of Quotes, Documents and can be use for common emails. you can send for e-signature as well as email templates. This guide will help you understand how to use the template editors different settings/options as well as how to get started.

Templates Overview

Templates Nov 2018

Template settings are located under Settings > Templates. From here, you will see a list of your current templates. Click the "action" menu to the right of a template to edit it or select "New Template" in the upper right to create a new one.

Templates

Layout

The template editor is located on the right side of the screen and contains three menus, "Layout", "Roles" and "Placeholders". The "Layout" menu, allows you to control the general look and feel of the template.

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Document Name

The "Document Name" is the the name of this specific template. We recommend using a name that is specific to the purpose of the template, (i.e. SaaS agreement, NDA, or SEO proposal)

Plan

The "Plan" section is optional. Clicking into this section will pull up a list of your "Plans" (located under Settings > Plans), and link it to this template. The purpose of linking a plan with a template would be to require specific language for selected plans (i.e. link an annual contracts to your annual subscription plan). This can be especially useful for limiting what sales users can edit. 

Add Header/Add Footer

Similar to a word document, adding a header or footer will add the entered content to the top or bottom of every "Printed" page. When viewing a document online, the header/footer are only displayed at the very beginning/end of the document. 

Elements

Elements are the basis of your template, they are designed to be dragged and dropped into the desired location on the template. There are three types of elements, "Content", "Page Break", and "Price List".

Quote templates

Content

A Content element will be the most used element. All text, "Widgets" (Signature, Text Fields & Date Fields) images, Placeholders, etc. must be inside a content element.

Page Break

A page break will start a new page when printed, Page breaks do not affect the document when viewing it online. 

Price List

Price lists behave slightly different depending on how the template is used. If the template is being used for a "Quote", the price list will be the location of a pricing table, populated based on the Line Items entered during the quote building process. If the template is being used as a "Document", it will be a pricing table template that will need to be filled in manually.

Widgets

Widgets are fields of information that will be collected by recipients (Roles) of Quotes or Documents at the time of signature. A widget, must be assigned to a "Role" before the document can be sent and can either be "required" to be completed or not. A widget can also have a "placeholder" which serves as a label for the information the recipient should enter (i.e. First Name).Drag and drop widgets into "Content" elements in the desired location on the document.

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Electronic Signatures

A recipient will have the option to draw, type or upload their signature.

Text Field

Text Fields can be used to collect any type of information from a recipient. (i.e. Name, Title, Company, etc.)

Date Field

A Date Field will open a date picker for the recipient to select a date.

Custom Styles

Apply custom CSS to templates by entering CSS into the "Custom Style" section

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Roles

Roles are placeholders for recipients, assign a "Role" to a "Widget" to have that recipients be responsible for completing that widget.

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Require to enter billing info

Select the require to enter billing info checkbox to require the recipient to enter a payment method (credit card or ACH) before the document can be completed.

**Is it possible for a customer to complete a quote without entering in billing info, even when billing info was checked as required?
YES. At this time, the customer can still sign and complete a Quote without entering Billing Info, whether the box "Require to Enter Billing Info" is checked or not.**

Placeholders

Placeholders are information that is unique to the recipient or document being sent (i.e. company name, date, address) and is filled out during the review stage of sending a document. Simply click on the name of a placeholder to copy it, then paste it into a content element on the template.

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System Placeholders

System placeholders are information that is pulled from the Armatic platform, information like company address, email, phone number, can be pulled from the customer record into the document. 

Create Custom Placeholders

Custom placeholders can be used as a reminder to fill out information from outside the Armatic platform. Information like "installation date",  product descriptions, service terms can be entered into an agreement as a placeholder. Simply enter two "curly brackets" on either side of the content like this: or .

Adding Content

Clicking into a "Content Element" enables the editor for that section. The editor is similar to a word editor, allowing you to change the common styling options as well as more advanced settings like add images, video, tables, even the raw HTML. 

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Tables

Create complex layouts and designs with "Tables". Use the table popup menu to control settings like, border viability, (toggling the "Table Style" setting), background color and cell alignment.

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Content Location

Move and delete entire "Content Elements" using the "Move" or "Delete" icons on either side of the content element.

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More Questions?

Look for the chat icon on the right to send us a message, email us at support@armatic.com or give us a call at (949) 424-2875.