---
title: Document templates
id: settings.templates
description: "Install templates from the gallery to set how your quotes, invoices and purchase orders look."
lastUpdated: 2026-10-24
order: 90
---

## What it does

Use templates to set how your quotes, invoices and purchase orders look.

- The type filter above the two sections narrows both sections to one document type.
- Installed Templates shows the templates your organisation has. Each card shows its type, and a Default star on the default for that type.
- An Update available badge shows when the gallery has a newer version.
- Template Gallery shows the templates left to install.
- Install opens a window with a preview and a Template Name of your own. It also has a box to make the template the default for its type. The first template of a type is the default, and the window says so.
- Installing takes you to the template's page. It puts a live preview beside a Template Settings card, with the colours, fonts and switches that template defines. Save keeps your changes.
- More Actions holds Set as default, View Audit History and Uninstall. While the gallery has a newer version, Update appears beside it.
- Updating from the gallery keeps the settings you have already set.

## Before you start

- Administrator or above. Below that role, installing, saving template settings and everything in More Actions are unavailable, and you will not see Install at all.
- You can only uninstall a template while another of the same type is installed. Documents you already made keep the template they were made with.
- A Template Name can be up to 255 characters. Template Settings can be up to 16 KB.
- Leaving with unsaved changes opens Discard Changes, as [Creating a contact](/docs/contacts/create.md) describes.

## How to use it

1. Open Settings, then Templates under Organisation.
2. Choose a type in the filter, or leave it on All Types.
3. Select Install on a gallery card.
4. Give the template a Template Name.
5. Select Install Template, then set its properties on the page that opens and select Save.

## Troubleshooting

Installed Templates is not on the page. The section appears only while the filter matches an installed template, so a fresh organisation, or a type with nothing installed, has none.

## Related

- [General organisation settings](/docs/settings/organisation-general.md): Set your organisation's name, logo, currency, region and business type, and switch Hermes, achievements and quests.
- [Emailing and downloading documents](/docs/orders/documents.md): Email a quote, invoice or purchase order to the order's contact, or download it as a PDF.
- [Audit history on a record](/docs/account/audit-history.md): Read a record's audit page to see who changed what and when, with values before and after.

## Changes

- [Create and Save at the top of each record's form](/changelog/2026-10-23#2026-10-23-save-bar-and-leaving-a-form) - 2026-10-23
- [Field lengths and tag limits](/changelog/2026-10-16#2026-10-16-field-lengths-and-tag-limits) - 2026-10-16
- [Help pages for every feature](/changelog/2026-09-30#2026-09-30-help-pages-for-every-feature) - 2026-09-30
- [Reassigning roles on the Members page](/changelog/2026-09-30#2026-09-30-members-and-invitations) - 2026-09-30
- [Purchase order and quote documents](/changelog/2026-09-30#2026-09-30-purchase-order-and-quote-documents) - 2026-09-30