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Templates

What are templates in CleanCalculator?

In CleanCalculator, you can automatically generate documents for your quote. For example, you can create sales documents for the customers, and work-related documents for your employees.

 

In this article, you will learn more about using templates:

 

 


 

 

What are templates in CleanCalculator?

In CleanCalculator, you will automatically gain access to a collection of standard document templates, which will make your administrative work simpler and easier.
Furthermore, the templates ensure a unified and professional appearance. 


NOTE:

In your 14-day trial period of CleanCalculator, you will only have access to a limited amount of templates. The remaining templates will become available if you decide to continue on a paid subscription.

 

 

Brief overview of templates:

  • When you generate a quote in CleanCalculator, your information (e.g. name, address, room list) will automatically be included in your templates. This means that your sales letters and other documents can be generated all at once with one click. 

  • The documents contain standard texts, but you can request changes to the templates. See the following section for more information on this:  How to get your templates adjusted.
     
  • Once generated, you can still manually edit and customise the documents in your word processing software, e.g. Microsoft Word. 

 

INFO:

All documents you generate will be exported in a Word format Word_adjusted.png 

 

INFO:

Do you have a template of your own that you want added to CleanCalculator?

Please send a request to our support, so we can help you create it: support@cleanmanager.org 

 

 


 

 

How to get your templates adjusted

Do you have special requests for the content in your templates, e.g. logo, colours, slogans, or the likes?

We can help you adjust text or other special content that you would like included in your templates, for example, if you wish to adjust the design to your company branding.

Send a request with your wishes and graphic materials to our support: support@cleanmanager.org 

 

INFO:

We use merge codes in our templates to add names, addresses, prices, and the likes automatically into documents.

If you wish to add additional information to your templates, you can find more information about what kind of data we can include in this document:
Information on customizing and personalizing templates

 

 

 


 

  

How to view your templates

number_1.png
Go to Templates

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number_2.png

You can now view the list of all available templates

 
or click on a file database_doc.png to download the template

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Description of the different columns in the template overview

Name

The template's name

Language

The language used in the template

Type
The purpose of use for the template
Description
Any comments or descriptions for the template
Quote type
Shows which quote type the template is available for
Status
Displays if the template is active or deactivated

 

To learn how to generate documents using the templates, see this article:
Document generation