Document designer
Review Monster's CRM includes a document designer for the paperwork your customers see. Estimates, invoices, payment receipts and any custom document you want, laid out the way you want them.
Drag in a layout, drop in text, a table, your logo, the line items or a signature box, and the job's details fill themselves in when the document goes out.
Drag, drop and done
Start from one of the ready-made designs or a blank page. Drag a row layout onto the page, one, two or three columns, then drop a block into each cell: text, an items list, a table, your logo, an image, a divider or a signature.
The text editor has the formatting you'd expect: fonts, sizes, colors, alignment, tables and lists. Preview the page any time to see it as the customer will.
- Ready-made designs or a blank page
- Text, items list, table, logo, image, divider, signature
- Four item-list styles
- Preview before you save
Your fields fill themselves in
Insert values from a menu, like the customer's name, the job address, the invoice total or the due date, and they're filled in from the job when the document is sent. Your own custom fields are on the list too.
Your logo comes from your company settings, so update it once and every document follows.
One design everywhere
The layout you design is the same one the customer sees on their phone, in the customer portal and in the PDF. Emailed estimates can go out with the PDF attached, and texted ones always go as a link.
Signatures built in
Add a signature block and the customer signs right on the page. Estimates use it for approval, and you can put one on any custom document you send from a job. You'll get a notice when a document is viewed or signed.
In practice
On a normal Tuesday the owner decides the invoice needs their warranty terms and a bigger logo. They open the designer, drop a text block under the items, paste the terms, and save. Every invoice sent from then on carries the new layout, on the customer's phone and in the PDF.
Questions people ask
Can I add my logo to estimates and invoices?
Yes. Drop the logo block onto any template and it uses the logo from your company settings, so it stays current everywhere.
Which documents can I design?
Estimates, invoices and payment receipts each have a template you can redesign, and you can add custom documents of your own and send them from a job.
Can customers sign documents?
Yes. Add a signature block and the customer signs on the page. Approving an estimate always takes a signature.
Works well with
Build an estimate from your price book, add photos, and let the customer sign to approve it from their phone.
InvoicesSend an invoice as a link that opens straight to it, with reminders, deposits and a clean PDF.
Customer portalA page with your logo where customers sign estimates, pay invoices, save a card and get receipts.
Price bookYour services and products with prices, photos and tax, ready to drop onto any estimate or invoice.
Document designer comes with the CRM
And the CRM comes with every Review Monster plan. Most people are up and running in about 30 minutes.