Part 7: Customize your paperwork templates
Bring your paperwork to life! GorillaDesk allows you to customize the appearance of your templates (invoices, estimates, and work orders) and choose which information you would like to show.
On the Templates tab within settings, you are able to customize the template for your Invoices, Estimates, and Work orders; in addition to choosing from our ‘Modern’ and ‘Classic’ templates. Once you have filled out your fields accordingly, you may preview your template by clicking the ‘Preview PDF’ link.
After selecting ‘Preview PDF’ you can see your template come to life from the customer’s view! Cool, right?
Still have questions after watching the demo video? Book a 1-on-1 Sales Call with Blake, our Head of Customer Success. This gives you the opportunity to ask me any anything and get personalized feedback.
Ready to get started?
Watch your demo, then claim your offer!