This feature is very useful when your business involves issuing documents or contracts to different cliens in one of the formats docx, doc (MS Word), PDF, RTF, TXT sau ODT (such as contracts, warranties, roadmaps, etc).

So, instead of handwriting client data every time, it’s simpler to make a standard document, and then, from this document, you can automatically create new documents specific to each client (factureaza.ro will automatically enter customer data and then generate a contract in one of the formats listed above).

So, to use this feature, you first have to create a standard document template and then, based on the standard document, you can create new documents.

 

Once you  have created a new standard document, you can create a new document. Follow the next steps:

  1. Click on ‘Add’, where you select ‘Template document’ submenu.

– select standard document

– choose the client for which you will create your new document

– give a new document number to your internal management

– select the date

In the new document which factureaza.ro will create here, all the demarcators entered by you in the template document (###NUME_CLIENT###, ###ADRESA_COMPLETA_CLIENT### and so on) will be replaced with specific customer data (retrieved from the data that you have entered about that customer on factureaza.ro). After  ‘Number/Document name’ and ‘Date’ these will replace the markers ###NUMAR_DOCUMENT### and ###DATA_DOCUMENT### from the contract.

– click on ‘Create template document’ button

-you can then view the standard document following Step 1 above, where you can export the document in ZIP format, edit or delete it. To download it, click on the document number where a new page opens.From this page you also have the opportunity to send it by e-mail, as in the picture below.

Let’s take an example for creating a contract:

  1. On your computer, write the text of a standard contract for a particular type of service (accepted formats: DOCX, DOC(MS Word), ODT, RTF, TXT). On the contract data, use the following markers*:

###NUMAR_DOCUMENT###

###DATA_DOCUMENT###

###PRET_SERVICII### (if you have defined a standard price for a particular service in your account on factureaza.ro)

On the client data, use the following markers*:

###NUME_CLIENT###

###ADRESA_COMPLETA_CLIENT###

###CIF_CLIENT###

###NR_REG_COMERT_CLIENT###

###BANCA_CLIENT###

###CONT_CLIENT###

###TELEFON_CLIENT###

###FAX_CLIENT###

###EMAIL_CLIENT###

###WWW_CLIENT###

###PERSOANA_CONTACT_CLIENT###

*Subsequently, factureaza.ro will replace these markers with the customer data you choose from factureaza.ro when you create a new document.

You can use any marker in the form ###DEMARCATOR_CUSTOM### – not just the default ones that will automatically replace. You will be able to complete the ‘custom’ markers manually when you make a document from a standard document template. For example, on a rental agreement would be the address of a real estate or on a hosting agreement could be the site or site address.

  1. Click on ‘Add’, where you select the ‘Template Documents’ sub-menu.

3.Click the ‘Template documents’ button, then ‘+ Add a Template’ (that is, you will load on factureaza.ro the contract that you wrote in step 1.

– ‘Name’: name the contract in the app, so you can find it later

– Select the file from your computer (the contract) and upload it in the app

– Click on ‘Add a template’

  1. Once you load the file, you can also set default demarcator values. In the following images you can see just a few examples.

  1. Once standard document uploaded (in our case a standard contract), you can go directly to the next step, namely creating a new document from a standard document.

You can download the template by going to ‘Other’, then ‘Template Documents’, from where you access  ‘Templates’. You will see the list of templates and click on the Name of the template and download as shown in the picture below.