Formatting Text in Templates

All of the fields on your quotes and invoices can be customized to help you communicate with your customers, display specific customer information, and portray consistent branding. You can edit sections on your templates by typing in plain text or reference dynamic CRM properties such as {{deal.name}}.

Most fields can be customized in further detail using Liquid coding and markdown syntax. Using Liquid shortcuts pulls dynamic content (e.g. customer, deal, and organization fields) from your CRM directly into your quotes or invoices. For your convenience, we provide a list of commonly used Liquid shortcuts.  This list is also available as a link when editing specific sections of your template.

Each section and button label can be changed from you template. When editing a section, the label should be at the top.

To change the labels on buttons, you'll have to do this from the Template Editor in your Settings and scroll to find Buttons: Pay, Accept, Decline.

From here you'll be able to have the buttons say whatever you'd like.

If you do not wish to use a particular section on your template, simply delete all of the content from the section and leave it blank. 

Under Products and Subscriptions, you can also edit the section and label names. Next to each field, you'll be able to check which ones you'd like to display. At the bottom, you can save these Product and Subscription changes as your default, or choose to restore the changed data back to the defaults. Don't forget to save your updates!


Using basic syntax allows you to do more specific text formatting like changing font sizes.

For more advanced users, feel free to use our CSS framework for styling.

Check out our video on Customizing your Template from our YouTube Channel for more details!

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