How To Add A Document Template Based On City

Follow the steps below to add a document template based on a city. When a sales representative creates a proposal for a customer and the city matches the conditions in the template, the customer will receive the document. 

Step 1: From the main menu, go to the “Database” tab. 

Step 2: Open the “Documents” dropdown and select “Document Templates”. 

Step 3: Click “+ Add”.

Step 4: Select the “City Form” document type, input the name and ID of the template. Select the state to which this template should apply and the input the city name. Choose the job type from the dropdown, then save your template. 

Step 5: After saving, your template will appear on the list. If you need to edit the template, you can do so by clicking the eye icon.