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Templates Overview

Set up and apply templates for daily logs, proposals, invoices, change orders, purchase orders, and bid requests


Templates feature allows you to standardize your documents across projects, saving time and ensuring consistency.

In addition to Proposals and Daily Logs, you can now create templates for:

  • Invoices

  • Change Orders

  • Purchase Orders

  • Bid Requests

Why use Templates in Ressio?

  • Standardize documents across projects for faster setup.

  • Ensure compliance by predefining terms, instructions, and settings.

  • Easily update or swap templates to keep content current.

  • Simplify workflow for invoicing, proposals, and more.

Table of Contents

1. Navigation and Layout

2. Template Types 

3. Creating and Editing Templates

4. Applying Templates to Documents

5. Template Examples


Navigation and Layout

  1. Navigate to Company Overview

  2. Select Company Settings

  3. Click on Templates


Template Types 

The Templates tab now includes several document types:

  • *Daily Logs

  • Proposals

  • Invoices

  • Change Orders

  • Purchase Orders

  • Bid Requests

Each supports multiple templates for different needs.

✏️ *For Daily Logs, you can only have ONE template.


Creating and Editing Templates

Creating a Template

You can create templates for any supported document type:

  • Proposals

  • Invoices

  • Change Orders

  • Purchase Orders

  • Bid Requests

Steps:

  1. Select the template type (e.g., Purchase Orders)

  2. Click '+ Add new'

  3. Enter a name for your template

  4. Fill in the relevant fields (examples below)

  5. Save your template

Editing a Template

✍️ You can edit any template at any time.

Depending on the document type, you may be able to configure:

  • Terms and Conditions

  • Descriptions

  • Messages (e.g., to vendors)

  • Signature settings

  • Visibility toggles (show/hide fields)

  • Data rows and columns



After editing, always hit 'Save'.


Applying a Template

Once a template is created, you can apply it to a document.

Steps:

  1. Open the document (Invoice, PO, Change Order, etc.)

  2. In the top right hand corner find the drop down menu, "Apply a template".

  3. Choose your template

  4. Hit 'Apply'

  5. Confirm the prompt

⚠️ Applying a template will overwrite existing content, including unsaved changes.

 


Template Examples

Purchase Orders

  • Description

  • Message to vendor

  • Terms & conditions


Change Orders

  • Description

  • Terms & conditions

  • Visibility

  • Show data columns

  • Signature Settings

Bid Requests

  • Name

  • Description

  • Instructions

  • Terms & conditions

  • Settings

Invoices

  • Name

  • Description

  • Terms & conditions

  • Show column data

  • Show row data

  • Show summary data

  • Show document sections

🎗️ Revisit templates anytime to update or add new ones to match project changes.

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If you have any questions or need further assistance, contact our support team at support@ressiosoftware.com. We're here to help!