Custom templates for your quotes, invoices and purchase orders allow you to adjust the look, feel and brand — giving you full flexibility and control over how your client or supplier-facing documents look. Huzzah!

In order to use custom templates, you will need to create a Twig template. A Twig template combines an HTML structure with your data to produce the final customer's view.

Once your custom templates feature is enabled, tap the ‘create custom template’ button on a Quote, Invoice or Purchase Order.

Streamtime will allow you to download a sample template, so you can see how it works. We’ll also provide you with sample data from the document you’ve selected to preview it with — so you can see what information is mapped to each variable.

The sample template provides for quotes, invoices and purchase orders, all in one. This means you’re able to use one template across all your documents.

Twig is our rendering engine. The template maps in variables from your data into the HTML document. Twig documentation is provided here for your developer. Another useful tool for development may be Twig Fiddle, which allows you to preview the HTML output of your Twig template.

Adjust your template, then return to the modal. You’re now able to set your margins and orientation. Once that’s done, select your template file, and you’ll see a preview. All good? Name your template and confirm. You can now select this template in your sidebar.

We recommend replacing templates as you go if a previous version is obsolete. Uploading a template with the same name will override the existing template of that name, and will update previous documents if they are re-sent or re-downloaded.

Creating a Twig HTML template requires developer knowledge. We strongly recommend you engage a developer to create this template for you. Streamtime does not create templates, and we do not provide technical support for the creation of the templates.

You can absolutely use your own fonts! We do not host fonts at Streamtime. In order to use your brand fonts, you’ll have to self-host, or link to a library in the cloud such as Adobe Fonts or Google Fonts. Same goes for images. You can use our file path to your organisation logo, or you can link to the outside world.

NB: when using your own font, it's important that the font css is included in the .twig file rather than relying on the @import function. Using the @import function will render the font correctly in the browser but will default back to Arial font in any pdf created using the template.

That’s fine! The sample is as flexible as possible in order to help you create all your branded documents in one fell swoop. The sample also allows you to support different visibility settings on your documents. You can use as little or as much of it as you like.

Watch this recorded webinar and learn all the in’s and out’s of this new functionality from our product team!