Stimulsoft template

Stimulsoft is a builder for documents that need calculations between data: a contract appendix, a specification, a quote (commercial proposal). Such a document is a framework; its text is not rewritten from deal to deal, and only the data changes.

Which builder to chooseWhich builder to choose

Builder	When it suits
Stimulsoft	the document is a framework, only the data changes, and calculations are needed between the data
Word	the document text changes almost entirely, 70 to 95% of it is edited
HTML	an invoice, act, or contract based on a ready-made template, edited right in the editor

Step 1. Create a template typeStep 1. Create a template type

1. Open Settings > Directories > Documents > Document types and templates.
2. Click Add, fill in the document name and the other fields, and click Save.
3. Open the Document print form tab and choose Document builder: this is Stimulsoft.

In the list of types, these templates are marked as Document Generator in the Template type column. The prefix, suffix, and the Invoice and Warehouse toggles are set up the same way as for any document type, see HTML templates.

Step 2. Build the templateStep 2. Build the template

The designer opens right on the Document print form tab. On the left is the Dictionary with CRM data sources, variables, and functions; on the right is the document layout: you drag data fields onto the layout and set calculation formulas between them. How this is done is shown in the video at the top of the page.

Button above the designer	What it does
Save changes	Saves the layout to the template
Choose a ready-made	Uses a ready-made template as a base; the icon next to the button opens the builder selection
Order	Orders a template from our team, see Order a template from us
Instructions	Video instructions for the builder

The template gets the same data as HTML templates: the parties' company details, products and services, amounts, and your custom fields. The logo, stamp, and signature are taken from your company details.

Step 3. Check the templateStep 3. Check the template

1. Issue a document of this type, see How to issue a document.
2. Click Generate and check that the fields and calculations are filled in correctly.
3. After editing the template, click Refresh in the panel of the generated document.

The finished document is sent as a link, printed, or exported to PDF, Word, Excel, and other formats, see Printing and sending.