OfficeRnD allows you to customize your email, invoice and contract templates. You can find them in the Settings/Templates section of the admin portal. Before we dive into details, you can check how you can edit these templates yourself:
- How to edit templates - contracts, invoice documents and email
- Customize Member Email Templates
- Email Templates Properties
- Invoice Template Properties
- Contract Template Properties
- How to Customize Contract Templates with eSign Signature Properties
If you are unsure of how to edit and customize your invoice template, contracts, member email and more, the OfficeRnD Support Team offers template customizations as a paid addon. Please see below what's included in the service:
- 1 Document customization
- Text content replacement or insertion
- Image replacement and insertion
- Menu/content modifications
- Colour scheme modifications
- Font modifications
- Minor layout and script modifications
- Custom Code (Not included)
Note: If you have an active premium or ultimate support subscription, please check our pricing page or the screenshot below to see what's included.
In order to move forward with your request, please complete this submission form.
If you are not subscribed to a support package, please reach out to our sales team at sales@officernd.com to learn more.
In order to move forward with your request, please complete this submission form.
If you are not subscribed to a support package, please reach out to our sales team at sales@officernd.com to learn more.
Following are the prerequisites:
- Link to the document template- a link from the OfficeRnD admin portal that leads to the template you'd like to edit.
- Example- provide us with an example of how 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 like.
The document format can be .pdf, .doc(docx) or any image format. - Mockup- You can provide us with an image that can give us a rough idea of what you'd like to achieve.
Alternatively, you can use the default templates that are already present in the system, generate a .pdf file with them and then use that as a basis for your mockup.
- Example file- this is the best-case scenario as it gives us an exact idea of how the document should look like.
Note: Please provide us with a visual representation of the document in the form of an image or PDF file. That way it's a lot easier to create the template that you need for your use case.
- Specifications (optional)- precisely explain how you'd like the template to be formatted (in case you have any specific requirements in regards to positioning, margins, etc.) or what a certain field (property) should be populated with.
Once you have submitted the request, the Support Team will review your request and get back to you if they have any questions or comments.
Important:
- Minimum 5 - 10 business days for completion once all resources are verified.
- Free 3 corrections included and can be requested within 2 weeks from the completion time.
- Any additional changes after the specified time period will be charged additionally.
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