Either way, the fields beneath "Bill to:" must be populated from data created in advance. For the "Bill to:" fields, we can choose to populate the fields with data from our board or with data from a different board connected via the Connect Boards Column. The fields beneath the "Bill to:" header can't be manually altered. We only need to add these details once for it to be reflected in the "Bill from:" fields on this board. On our quote template, we can manually add the details required for the "Bill from:" fields. For example, you can change the headers to your preferred language. By clicking on each of these headers, they can be edited to reflect anything that fits your workflow. Second, there's the "Bill to:" fields for the customer or client information. First, there's the "Bill from:" fields for your company's information. If you are building an invoice, this would be the appropriate place to rename your document accordingly.įor this example, we're creating a quote for a company on our Sales Pipeline board. If you wish, you can click on the word "Quote" to change the name of the document. Once you add the app, click on the blue "Create document" button and then you'll see the document template in your item's Updates Section: Choose "Quotes & Invoices" by hovering over the app and selecting the button "+ Add to item":
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