Hello

First of all, I would like to say thanks in advance to anyone who might be able to help me.

this is my first thread so please forgive me if its in the wrong place.

I am trying and failing miserably to set up a template for my Xero account using doc.x templates.

basically, I would like a cover page before the quote page then a few pages after with the terms and conditions.

by all accounts, this is possible however when I've googled it well its a little beyond my scope of understanding

if anyone thinks they might be able to help I would be extremely grateful.

Thanks


Ed

Since no-one here knows what your template requirements are, or how you plant to integrate it with Xero, that's a big ask. I suggest contacting Xero (https://www.xero.com/) and asking there.

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]

Once you have figured out what needs to be in such a template, create a document that meets those requirements and save it as a template. If you need spots reserved for certain information, see:

• Create a Form Using Word Content Controls by Greg Maxey, MVP
• Repeating Data Using Document Properties Content Controls and Other Mapped Content Controls