Customize invoice and quote templates, preview sample PDFs, and tailor send-invoice and send-quote email templates for consistent branding.
Choose distinct template layouts for invoices and quotes, so each document type matches your preferred presentation style.
Download sample PDFs for each template option before applying updates, so teams can review branding and readability in advance.
Configure send-invoice and send-quote email templates with merge tags for document fields, client details, company details, and view links.
Use it when invoices and quotes should follow selected templates instead of looking different from one send to the next.
Use it when the team needs sample PDF previews before committing to a document template.
Use it when send-invoice and send-quote emails need saved wording with supported merge tags.
Choose the template options that match your preferred design for each document type.
Review sample PDFs for selected templates before publishing template updates.
Enable custom email templates and save branded send-invoice or send-quote communication.
Combine Invoice and Quote Template Customization with these workflows inside Invoice Master.
Create quotes and estimates with line items, tax, validity dates, custom fields, public links, attachments, email delivery, and invoice conversion.
Give invited clients a dedicated portal to review shared invoices and quotes, manage membership access, use familiar regional formats, and download branded PDFs.
Create read-only public invoice links that clients can open without a login, use for PDF download, and lose access to when a link expires or is deleted.
Yes. Invoice templates and quote templates are configured independently.
Yes. Sample PDF previews are available for each template option.
Yes. Send-invoice and send-quote email templates can be customized with supported merge tags.
Open your account, configure your workflow, and keep everything connected in one platform.
