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Proforma Templates in essensys Operate
Proforma Templates in essensys Operate

Creating and Editing Proforma Templates in Operate

Stuart avatar
Written by Stuart
Updated over a week ago

Operate comes with three default Proforma Templates, which you can use when issuing these to your customers; However, you can also create your own - here is how:

  • Go to the Settings tab, in the main navigation menu, then select General.

  • Select Templates.

  • Select Proforma Templates.

  • To create a new template, click New.

  • Select the layout you want to use - You can start creating your template from scratch, using the blank; or you can use a pre-existing layout which can help customize your template a lot faster. We will work with such a layout in our examples below.      

  • Once you have selected the layout you want to use, you will be presented with the following screen:                

  • Click the Template Settings button to expand its options. Here is where you can name your template, set the paper size, choose if you want to add a header and footer and determine the size of your margins.  

  • Click Add Merge Fields to expand the corresponding options. Here is where you can add fields to your proforma. First, select a field category, then select a merge field. In our example, we are looking into the Locations category and we are adding a Site Name field. Now that the field is selected, all you need to do is click and drag it onto the layout, wherever you want to place it. The field will be added at the location of your cursor. Please see the demonstration below. 

  • Once you have added a field onto the template, you can hover your cursor over it and see which module it will pull data from. 

  • Repeat this process for as many fields as you need to add.

  • Next, you can customize the look of your proforma, using the editor on the right. You can customize fonts, font sizes, colours, formatting or alignment. You can add page breaks, boxes, images, tables or sections. Here is a brief demonstration of the options you can use in the editor:  

  • You can remove page breaks by selecting the Source view and removing this block of code (you will need to remove one block per page break)

<div class="page-break" style="page-break-before:always"><span contenteditable="false">Page Break</span></div>
  • Save your template when you are happy with it.

  • If you want to make changes in the future, you can edit default or custom templates any time, using the pencil icon next to the template. You can delete a template using the “x” sign.


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