To create a document template you can use available tags/variables. You can find the list below:
Variables for client's document template:
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{{client.name}} - the name of a client for whom you're creating an offer
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{{client.post_code}} - client's postal code
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{{client.city}} - client's company city, in client's profile it's the 'City' field
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{{client.street}} - client's street, in client's profile it's the 'Street' field
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{{client_tax_no}} - client's Tax ID
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{{client.first_name}} - client's first name
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{{client.last_name}} - client's last name
Variables for deal's document template
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{{deal.date}} - deal's creation date
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{{deal.name}} - deal's name
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{{deal.description}} - description
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{{deal.price}} - deal's value
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{{deal.responsible_name}} - deal's person responsible
Variables for your company
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{{company_city}}
- {{company_name}}
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{{company_street}}
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{{company_tax_no}}
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{{company_postal_code}}
- {{company_phone}}
- {{company_email}}
Variables for deals/clients list are the same as in a single deal/client.