These are your benefits with Document Customizer:
- Best practice at low price
- Flexible customization of outbound documents
- Quick and guided implementation
- Start-up with no need for consulting services
- Set up documents in multiple languages
- Use templates to quickly apply a visual identity
- Customize any text or data
- Use different layouts for different customers
- Set up logo or background image
- Schedule and time-restrict text
… and these are the most popular features:
How to use Document Customizer
Document Customizer is the app that enables you to easily:
- customize documents
- edit any text
- insert data from any field
- edit design and layout
- manage language versions
- create customer specific versions
All the great features of Document Customizer
All in one place
Apply changes to all documents in one place, if you like.
Quick and guided install
Install Document Customizer in only minutes. A wizard will guide you. No technical skills required to get started.
Select language whenever you generate or print any document. The same document can be produced in any language you like.
Content in many languages
Language versioning also applies to captions, values and item names. Print an invoice in Danish, and “pcs” will change to “stk”.
You get prebuilt templates for 20 documents – ready to use. We have analyzed what Document Customizer is used for – and we have included the most popular customizations in the 20 document templates.
Use templates to quickly apply a visual identity to your document. Create as many templates as you like – and select a template when you generate the document.
Customer specific templates
Apply a template to a customer if you like, and it will be the default template for the specific customer. If you generate multiple invoices, you will see invoices in different layouts depending on the template selected on each customer.
Comply with customer requirements
Your key customers may require specific document layouts. You can give them exactly what they want by designing a template – just the way they prefer it.
Start/end times for data
Set start/end time for data-sections and footer. Use this to manage implementation of new layouts – or to schedule the christmas greeting on the invoice and have it automatically expire.
Customize heading and captions to create alternate versions of documents. You may easily create a Credit Statement or a Proforma Invoice from your regular Invoice.
Add automatic page numbering to documents – and exclude page numbers if there is only one page.
Manage blank fields
Select if fields with no data should be displayed or hidden.
Besides bank account information, you may add a separate payment information, typically used in countries that do not use IBAN.
Header and Footer
Customize the header
You may customize the title of the document, the bill-to and ship-to address and edit any general header information.
Post-header and pre-footer
Add generic text in 3 predefined sections right below the header and just before the footer.
Customize the footer
Change any general footer information.
Bank accounts and currencies
Use bank accounts with different currencies – and assign different bank accounts to different customers to display payment information on documents specific to each customer.
Add or hide columns
You can customize the lines of the document by adding new columns or hiding existing ones.
Customize the visual layout of the lines by changing the width of each column, setting alignment and properties, changing line totals, setting the background color of lines etc.
Add any text to your documents, like payment information, warranty notice etc.
Add customer specific text
Include contextual data on your documents, like a contact person assigned to the customer.
Add item specific text
Include information related to items included on the lines of the document, like maintenance recommendations, return policies, quality inspection notice etc.
Include Master Data
You may add item master data to item lines on your documents. (This of course requires the Master Data Information app).
Add your logo and position it vertically as you like.
Add a background image (watermark) to create visually appealing documents.
Overall font and size
Change the font type and font size as an overall setting.
Set the formatting of numbers printed on documents.
Use HTML-formatted text
Set up generic text sections with HTML formatting and merge fields (syntax: %1)
Add an order specific link to the freight forwarders tracking system.