Creating Custom Document Templates
In Smetter, you can upload your own document templates, including construction contracts, subcontract agreements, and quotations, and use them to generate working documents in your company’s branded format.
– Go to Company → Documents and Files (1);
– Download the instructions (2);
– Open your document template and insert the special tags listed in the instructions.;
– Smetter will replace these tags with the required data, such as the contract number, details of the parties, the value of work from the Estimates, and the Estimates themselves;
– The system provides a wide range of tags, allowing you to build documents with the specific data you need.;
– Upload the completed template file to Smetter (3).
How to Download Your Quotation and Construction Contract with the Client
To download your custom quotation or construction contract with the client, open any Project page and select Your Quotation or Your Construction Contract in the Documents section (4).
How to Download a Subcontract Agreement
To download your custom subcontract agreement, open the relevant Work Package and download it from the Works or Documents tab by selecting Your Subcontract Agreement (5).
Result: documents based on your own templates and branded forms can be generated in just a few clicks and are ready to send to clients and contractors.