Set up your document templates

Phasio allows manufacturers to customize document templates to match their business requirements.

Add a new template

1. Navigate to Organization from the main sidebar, and select Templates.
2. Click + to add a new template.
3. Choose the document type from the available options:
   • Order Invoice
   • Order Estimate
   • Order Confirmation
   • Traveller Sheet
   • Consignment Label
4. Select the desired language for the document.

Edit a document template

1. Select the document type and language of the template you want to edit.
2. Use the template editor to modify the content and layout as needed.
3. Insert Template Variables by choosing from the dropdown list. These variables will automatically populate with the appropriate data when the document is generated.
4. To preview your changes, click File and select Preview.

⚠️ Changes on this page are saved automatically as you make them.