Customize default templates

📝 Note: Document Builder can support quote and invoice templates. However, even if Document Builder is enabled and accessible through the user interface, additional one-time configuration might be required.
Go to Manage > Marketplace > Settings.
- If DOCUMENT BUILDER appears in the left menu, see Document Builder prerequisites to confirm whether it is configured for invoice templates, quote templates, both, or neither.
- If DOCUMENT BUILDER does not appear in the left menu, either Contact your AppDirect technical representative to request it, or see Invoice templates and Quote templates to create and manage templates instead.

You can copy default and user-defined templates (templates that you save) and edit the JSON in the copies to customize the layout, styles and content.

Before you proceed, see Invoice template JSON introduction.

To customize a default template

1. Go to Manage > Marketplace > Settings > DOCUMENT BUILDER | Manage templates. The Manage Templates page opens.
2. Do one of the following:
   • Select a template type from the drop-down.
   • Click documentName | gear icon > Copy template. The Copy template dialog appears.
3. (Optional) In the Name field, change the default name for the template copy. The name must be unique among templates tagged with the same language.
4. (Optional) Select the language for the new template.
5. Click Create Copy. The template is copied. The confirmation message includes a link to the new template.
6. (Optional) Select the template and select Publish, then Confirm Publish. The template is now the active template for this language (the marketplace references this template when it generates PDF invoices) and the status of the previously active template changes to Not active.
7. Do one of the following:
   • Click the name of the new template in the success message. The template details page opens.
   • In the Search box, enter the name of the new template. Then, click documentName in the list of search results. The template details page opens.
8. Do one of the following on the template detail page:
   • Click Edit Template. The Visual Editor console opens.
   • Click gear icon | Edit JSON. The Edit JSON page opens.
9. In the Editor console, edit the template. For more information, see Edit JSON templates or Edit templates with the visual editor .
10. Click Save Changes.
11. (Optional) Publish template. For information about publishing templates, see Publish templates.