Templates & branding
Every email and document in your brand, checked before it's sent
Quotes, invoices, certificates, timesheets, reminders and job offers all use templates you can edit, with your logo and company details. Preview a template with real data before you save it, and get a warning if a placeholder is wrong.
Highlights
Editable templates
Emails, PDFs and SMS messages, edited without a developer.
Preview
See exactly what a client or linguist will receive before you save.
Placeholder checks
Unknown or broken placeholders are flagged before a template is used.
Template redesign
An optional AI tool updates the layout of an email template 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
- Bank details on invoices chosen by the client's country
- Reference number patterns for orders, quotes and invoices
- Multiple currencies with a default for your agency
- Quote, invoice, certificate and timesheet PDFs
Works together
Related modules
Security
A separate database for each agency, staff roles, Microsoft sign-in, hashed passwords, payment permissions and an audit trail.
Learn moreEnquiries & quotes
Enquiries from your website, email and phone in one list, with word counts and quotes clients can accept or pay online.
Learn moreTranslation projects
Single jobs and multi-document projects, machine translation drafts, certificates and postal packs.
Learn moreStart your free trial
Try every feature free for 30 days, or book a demo with our team. No credit card needed.