Recipes: how each example document was built

Each recipe starts from a quick start, lists the settings behind each block of one finished document, and ends with the steps to make it yours. The documents use Docable’s sample brands and synthetic records.

• QuotationBranded quotation · on QuoteProduct pictures, lead times, a deposit, a totals band, a chart and acceptance.
• InvoiceBranded invoice · on OrderPrice reductions, delivery, tax you choose at generation, payments and a stop rule.
• Account summaryExecutive account summary · on AccountHeadline numbers from filtered totals, two charts and tables of related records.
• Service agreementService agreement · on ContractA key-terms panel in two versions, numbered clauses and a schedule for each order.
• Field service reportBranded service report · on Work OrderOne list shown as three tables, two charts, a signature and site photos.
• Product catalogueProduct catalogue · on Price BookRows grouped by range, a picture for each product and an optional tax column.
• Case summaryCase summary report · on CaseA banner for urgent cases and a box for each published comment.
• Delivery noteDelivery note · on OrderOrdered, delivered and outstanding quantities, and a receipt to sign.
• Customer letterFormal customer letter · on ContactA letterhead on page 1 only, and wording that follows the record.
• Completion certificateCompletion certificate · on Work OrderA page border and a watermark that shows only for open work.

How to read a recipe

1. Start from the quick start the recipe names. Every recipe opens with the three steps.
2. Read a block’s table beside the picture. Bold is a control in the editor; plain text is a value, a field or wording.
3. Follow Make it yours to swap in your brand, wording and fields.
4. Check your template against the sample record under Check it worked.

Find a technique

I want to	See
Put a product picture in every table row	Quotation, Invoice, Product catalogue
Ask a question when someone generates	Quotation, Invoice, Service agreement
Show or hide a section	Completion certificate, Delivery note, Case summary
Print one of two versions of a block	Service agreement, Customer letter, Product catalogue
Add totals, subtotals and calculations	Quotation, Invoice, Account summary
Group rows under headings	Product catalogue, Delivery note
Chart related records	Quotation, Account summary, Field service report
Repeat a block for each record	Service agreement, Case summary
Show one list as several tables	Field service report, Invoice
Add signatures and photos	Field service report, Completion certificate
Set a letterhead, border or watermark	Customer letter, Completion certificate
Number clauses so they stay in order	Service agreement

Next

• Make your first document without AI
• Write documents: all the how-to guides