Creating Document Templates | JACK App Help Centre

To create a new document template navigate to Templates > Document Templates and click in the top right of the screen. A new page opens.

On the right side of the screen, click Document Setup (a) on the menu.
Next, if you have a set staff who is responsible for the document, you can choose an assigned staff member (1), or leave blank for it to be selected at the time of use.
Name the document template (2).
⚠️ Note: the document name will be shown to the client once sent.
Use the tick-boxes to toggle on or off the option to show the client details (3) and site address (4) on the first page.
The status (5) of the document template should remain in draft until you are ready for it to be used by team members.
ℹ️ The template will only become available for use to create new document once the status is changed to published.
You can set an expiry date (6) for the document by entering the number of days from the issue date.
By ticking the countersign document option (7), the builder representative field will be included on the document.
ℹ️ Once digitally signed by the client, a digital signature of the user who sent the document will automatically be added to the signed copy.
You can add a description (8)
Complete the body of the document directly on screen (9). Use the format bar to include images, tables, dot points, etc.
To preview the document template before sending, click

11. You can add multiple attachments (b) to your document by using the drag-and-drop feature or by clicking browse to select from your network drive.

ℹ️ Attachments can be photos, the terms and conditions, or a brochure that you wish to send with this document.

12. The following section focuses on templating document(s) for proposals, when the document is used in conjunction with an estimate. We have selected all of the available options. Please consider which ones are relevant for you.

Select which specific details from the estimate you want to display to customise your proposal, based on the information below.

Specifications
Include the estimate specifications which allow you to display included/excluded/note/allowance rather than an item price.
If a catalogue item has an image, display the item image.
Display the owner price subtotals for each cost category.
Allowances
Add a section that summarises all the allowances independent to the Specifications.
Show quantities and units of the allowances.
Include/Exclude the GST in allowance total.
Categories and Items
If you provide itemised quotes, use this section to fully customise what information you are providing your customer with. You can show your clients as much or as little detail relating to cost categories and items as you want. You can toggle items on and off, these changes will automatically display in the document preview.
Cost Options
If you are using cost options, ensure this is ticked on.

Add a Payment Option

Finally, a document can be linked to a request for payment. For example, a quote can be sent to the client and signed digitally, and then the client will automatically be directed to make an online payment associated with the document.

13. Select Enable payment on signing (9), the document signer will be taken to your branded online payment portal, where the user can choose to pay via credit card.

⚠️ This option is only be available if you have created and linked a Stripe account to your JACK App system. The signer can also choose to pay via direct bank transfer if you have added your bank account details in Settings > Company Details.

14. Give the payment a description (10), which will be shown to the client when viewing the invoice.

15. Enter the total payment amount payable (11), inclusive of tax, if you are registered for GST and select GST payable if applicable (12).

💡 Ensure you save your changes, and change the status of the template to Published when the template is ready for use.