Templates & branding
Every email and document, in your brand
Quotes, invoices, certificates, timesheets, reminders and job posts all come from templates you control, with your logo and company details. Preview any template with real data before it goes out, catch broken placeholders automatically, and let AI refresh the design of a tired email in seconds.
Highlights
Templates for everything
Emails, PDFs and SMS messages are all editable, with no developer needed.
Preview with real data
See exactly what a client or linguist will receive before you save.
Placeholder checks
Unknown or broken placeholders are flagged before a template goes live.
AI template designer
Describe the look you want and AI modernises the template's design while keeping your wording.
Included
What's in templates & branding
Included on every plan, with no add-ons to buy.
- Your logo on every email and PDF
- Letterheads by country or client
- Reference number patterns for orders, quotes and invoices
- Multiple currencies with a default for your agency
- Branded quote, invoice, certificate and timesheet PDFs
Works together
Related modules
Security & control
Your own database, Microsoft sign-in, device checks and a full audit trail of who changed what.
Learn moreEnquiries & quotes
Capture enquiries from your website, inbox and phone in one list, then send branded quotes clients can accept or pay online.
Learn moreTranslation projects
Run single jobs or multi-document projects, produce certificates automatically and send a complete postal pack in one click.
Learn moreGive your team its time back
Start a 30-day free trial with every feature, or let us show you around first. No credit card needed.