Define my own Word / PDF templates / edit the existing ones

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• 13 Nov, '18
  Stehlicek

  This make sense.

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• 27 Jan, '19
  Marazzini

  We use a lot of form and will be nice to be able to integrate these kind

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• 27 Mar, '19
  Jan Lalinsky System

  "New Module : Template Generator" (suggested by Greg Nakashima on 2019-03-13), including upvotes (1) and comments (0), was merged into this suggestion.

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• 31 Mar, '19
  Coplexia Cloud SSC

  We hadn't realised this isn't already possible - it's a must have.

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• 01 Oct, '20
  Cecilia Ek

  Want to be able to adjust the reports and make a my own template for reports.

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• 15 Feb, '21
  Mike Z

  This is critical! We have not completely abandoned writing letters to people. this should be a simple right click. you can make envelopes, but what do you put in them?

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• 23 Jun, '21
  Mike Z

  is there a time frame on this? i really need the ability to create some basic reports that work off the ability to query as well as some simple templates for communications and letters that don't take a lot of time to figure out. integrating with Microsoft word is too complicated for this purpose. just need a simple document / report generator that can be easily modified.
  
  List view is nice, but i need to see items grouped and collapsible by Company/Project type/Project Name/(Tasks/Journals). categories don't work in the hub view for this purpose. that requires each sub item to be accurately categorized when it was created and that is not reliable. Grouping by the superior item is not an option either. that does not maintain the levels in the hierarchy.
  
  It seems like this should be at the top of the list of improvements. this is more important than dashboards that pivot and aggregate data.

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• 07 Jul, '21
  Jan Lalinsky Admin

  Hello Mike,
  
  we are currently working on an integration with Office 365 for Web / Android / iOS. This step has to be done first, because it helps us find out what technology to choose in order to provide a template builder everywhere.
  
  
  Regards
  
  Jan

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• 22 Nov, '21
  Deb Dart

  I would need to mail merge the custom fields and current contact fields to create a form that is used as a quote proposal and then the same field just different order to make a work order.

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• 05 Jun, '22
  Eric M

  The print Items does a great job of pulling the data, including custom fields, into a nice little un-editable report. Why not send that same data to Word so one could create their own custom labels/envelopes? I've already created a label that is a full sheet so I can create a report based upon the data I want.

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• 21 Feb, '24
  Hannah Merged

  The ability to customize how documents shared from the bookkeeping module appear should be a standard feature. The ability to add a logo, edit the layout, and name the document (instead of the long ID that it is currently given automatically). Also the ability to preview and make adjustments before sending it. It can be exported to Word, however it would be nice to set a template for bookkeeping records or edit them right in eWay.

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• 25 Oct, '24
  Jan Lalinsky System

  "Customize Bookkeeping Documents" (suggested by <Hidden> on 2024-02-21), including upvotes (14) and comments (0), was merged into this suggestion.

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• 13 Nov, '25
  Jan Lalinsky Admin

  Hello,
  
  We are pround to announce that this feature has been released in eWay-CRM 9.3.
  
  Jan

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