Document Structure Templates

Using Templates

To make setup easier, OneNode offers ready-to-use templates with common sales document structures which you can start using right away.  Explore these templates for inspiration, or customize them to fit your team’s specific workflow.

You’ll find the templates in the “Document type” section of the Settings panel.

replace when dropdown shows more templates

Got useful template ideas that you'd like to share with One Node? Email us at info@zimpleone.comsupport@theonenode.io