Documents and contracts for pet businesses

1. Document Title. You can use a title that helps identify it (e.g. "Hotel Stay Conditions")

2. Document Creation Date

3. Type. You can select the appropriate one

4. Editor Toolbar. To format the document (colors, fonts, paragraph alignment, etc.)

5. Document Content. Here you can see how the document is being formatted as you apply styles.

6. Action Buttons: You can delete a document or, if you've made changes, save them.

The document editor toolbar

As you can see, you have all the tools to format your documents and contracts in a very simple way. You can include emojis, tables, and links, choose the colors and fonts you prefer, and use many layout options for a super fast and easy document formatting.

In the formatting bar, you can choose the font type, size, color, paragraph alignment, bullet points and an option that will be incredibly useful for you: TEMPLATE TEXTS.

For example, if in a sales document or contract, we want to include the customer's name and contact information, it is not necessary to manually write them in each document for every customer.

The process is very simple. We can include a template text CUSTOMER > NAME, and when making a sale, if we want to print the document, the software will automatically replace it with the name of that customer.

You can then send the contract by email to your customers with their information automatically filled by the system so your customers can sign the contract and send it back to you.

When clicking this icon all available template texts will appear:

How to include templates in my documents?

For example, at the end of the document, I want to include customer's name before the sign place.

1. Place the cursor where you would like to have the customer's name.

2. Click on the TEMPLATE TEXTS icon

3. Select Customer > Name and click Save

4. You will see that the template text has been placed in curly braces

   {$CUSTOMER.NAME}

5. In that place, the software will automatically replace the template text with the actual name of the customer

Read more information about documents and contracts:

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