In OfficeRnD Flex, you can customize the default look and feel of emails, invoices, and contracts. The system has a predefined template for each document, which you can explore and modify on your own.
Term definitions
Template Customization Request
A "Template Customization Request" refers to a document up to 5 pages long. Documents exceeding 5 pages will be treated as multiple 5-page requests. For example, a 17-page contract template will be treated as 4 separate requests.
Edit Request
Updates to a completed document template, including text, images, layout, or colors, count as one "Edit Request." Any further changes after delivery will require a new request.
Document and template customization services
You can always ask our support team to customize your invoices, contracts, and member emails to better match your style and branding. It's possible to:
Update the textual content of documents
Update, add, or replace images in documents
Change the default document structure
Change color schemes
Change fonts
Implement minor layout and script modifications
Support plan | Document requests | Edit requests |
Standard | Available as an Add-On: Request
$/€/£200 per document (up to 5 pages) |
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Ultimate | 1 Template request/month |
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Document pages guideline: A single document customization request applies to documents up to 5 pages. Every additional 5 pages count as a new request. For example, a 17-page document would be treated as 4 separate requests.
Submit a document customization request
Navigate to the default templates in OfficeRnD Flex
Go to Settings > Data & Extensibility > Templates.
Review the available templates and decide which ones you must change.
Prepare a sample document to illustrate your needs:
Provide an example of what you would like the template to look like after the customization. The example can be in one of the following forms:Example file – This is the best-case scenario, as it gives us an exact idea of how the document should look. The document format can be .pdf, .doc (docx), or any image format.
Mockup – You can give us a rough image of what you'd like to achieve. For example, you can generate a .pdf file or a screenshot of a document with a template and write on top of it to show us what changes you'd like us to implement for you.
Carefully consider any additional specifications you might have
Consider the default formatting, color scheme, font styles, and sizes in OfficeRnD Flex and decide if any of them should be updated and how.
Prepare a list of the properties specific to your business or country requirements, which you must add to the default documents generated in OfficeRnD Flex. Include details about what each property means and what information/value it represents.
Submit your request:
Next steps
When we receive your request, a support specialist will review it. They will get back to you for additional information whenever needed.
Once we have all the necessary information, a support specialist will keep you informed about the progress of the customization.
Fulfillment time is around 10 days for documents up to 20 pages, but it may vary depending on the length and complexity of the document. The agent working on the request will confirm the final ETA.