Administration
Letter template
Sample letters and documents
Simplified editing
Ready-to-use document and text templates to simplify the editing of your letters, forms, contracts and any other document.
Consistent documentation
Logos, background images, fonts… A professional layout that can be personalised according to your company’s graphic charter.
More customisation
Letter and document templates defined by customer, supplier, prospect or other for personalised documentation for your contacts.
Simplify your life by designing professional layout templates and text templates for your various documents, including :
– letters (termination letter, covering letter, etc.)
– forms,
– contracts,
– dashboards.
This module allows you to set up layouts specific to your company’s corporate identity. Logo, colours, background image… various elements can be added to a document to brighten up its presentation.
You can define different templates according to :
– the customer,
– the supplier,
– the prospect,
– the service provider (insurance, bank, etc.),
– the employee.
In addition, you can also create model texts. You define your texts for invoice reminders, quotes, contracts, etc. as well as your greetings.
Once you have set up your layouts and texts, all you have to do is add the recipient, select the layout, text and greetings you want to use from the existing templates, insert your signature and that’s it. You then have a professional formatting document which you can then email or print.
If they are linked to a client file or project, the documents will automatically be placed in the relevant file or project.
Thus, with layout and text templates, you save time in editing your documentation and standardise all your documents.
To summarize
Our letter and document template service offers an efficient solution to simplify the management of correspondence within your company.
Thanks to our advanced customization features, you can create layout and text templates that perfectly match your company, integrating your logo, colors and other elements of your corporate identity.
This saves time when editing letters, forms, contracts and other documents, while ensuring a professional presentation.
What’s more, our integration system lets you link your correspondence to relevant customer or project files, ensuring efficient management of your information.
Choose our solution to optimize your planning and management operations, and benefit from all the advantages it offers your company.
With our service, you increase your company’s productivity by simplifying document management while maintaining a professional look.