# Document templates

> Your quotes, invoices, reminders and project documents in your own branding, from a Word template.

Every PDF the app produces comes from a Word template. The default templates work out of the box; replace them with your own to get your logo, colours and layout.

## Start from the defaults

Under **Settings → Templates**, click **Create default templates (DE + EN)**. You get a quote, an invoice and a dunning template in both languages. **Download** one to see how it is built.

## Build your own template

1. Open the downloaded template in Word, or start from your own letterhead.
2. Place placeholders where the data goes, for example `{{Invoice.Number}}`, `{{Invoice.IssueDate}}`, `{{Client.Name}}` or `{{Totals.Gross}}`. Line items go into a table whose row repeats per line: `{{Items.Description}}`, `{{Items.Quantity}}`, `{{Items.UnitPrice}}`, `{{Items.NetAmount}}`.
3. Save as `.docx` and **Upload .docx** under Settings → Templates.
4. Choose what the template is **Bound to**: **Quote**, **Invoice**, **Project**, **Dunning notice** or **Custom record**. A bound template fills its placeholders from that record; the template page lists them and marks the required ones.
5. Render a test document from an existing record to check the result.

## Which template is used

Each binding has a default. For quotes, pick the default template on the templates page; a quote can also be sent with another template. Invoices use the invoice default.

## Output

Documents render as PDF, and as Word where the document is still a draft. Finalized invoices carry the embedded e-invoice, see [E-invoices](/help/billing/e-invoices/). Fonts render as installed on the server; stick to common fonts or embed them in the template.