Docs / Templates & branding

Custom PDF/DOCX templates

Pro

Overview

Already have a quote document you love — your own layout, your own wording? Upload it as a Word (.docx) or PDF file and Setell uses it as the look for that template's quotes. Your paperwork, filled in for you.

This is a Pro feature. Uploading your own quote document needs a Pro plan. The built-in templates and branding (logo, color, letterhead) work on every plan.

Before you start

  • A Setell Pro plan.
  • Your quote document as a .docx or .pdf file, under 10MB.
  • A template to attach it to (see docs/branding/templates).

Steps

  1. Open Templates and click the template you want to attach the file to.
  2. Scroll to Quote Document Template.
  3. Click Upload your .docx or .pdf quote template and pick your file.
  4. The file shows as attached, with its type and name. To swap it, click Remove and upload again.

Filling in your details automatically (.docx)

A Word file can have Setell drop your quote data into the right spots. Where you want a value filled in, type a placeholder like {{customer_name}} in your document. Click All available placeholders under the upload box to see the full list. The common ones:

PlaceholderWhat it fills in
{{customer_name}}The contact on the quote
{{quote_number}}The quote number
{{line_items}}Your full table of items
{{subtotal}} / {{tax}} / {{total}}The money totals
{{company_name}}Your business name from Settings

What happens next

  • Quotes from this template carry your uploaded look instead of the standard Setell layout.
  • The file lives on this one template — other templates keep their own look.
  • You can remove or replace the file anytime from the same spot.

Troubleshooting

  • "Custom PDF templates require a Pro subscription." This feature is Pro. Upgrade from Settings → Billing, then upload again.
  • "Unsupported file type." Only .docx and .pdf work. Export your document to one of those and retry.
  • "File too large (max 10MB)." Trim images in your document or save it smaller, then upload again.
  • My placeholders show up as literal text. Placeholders only fill in .docx files, and the spelling has to match exactly — {{total}}, not {{Total}}. Check the All available placeholders list.
  • Still stuck → docs/reference/troubleshooting.

FAQ

  • Word or PDF — which should I use? Use .docx if you want Setell to auto-fill your customer and line-item details. A PDF is used as-is.
  • Does this replace my logo and color? No — those are separate (see docs/branding/letterhead). The uploaded document controls the layout.
  • Can different templates have different documents? Yes. The file is per template.
  • What if I don't upload one? Quotes use Setell's clean built-in layout with your logo and color.

Related

  • docs/branding/templates · docs/branding/letterhead · docs/account/plans · docs/account/upgrade-billing

Ready to try it on your own quotes?

Start free — no credit card. 14 days of unlimited Pro, then 3 free quotes a month.

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