ClientManagerBlazor · How To · extracted from source, not guessed

Design a Document Template

One editor builds Proposals, Invoices, Payment Receipts, Quotes, Purchase Orders, and your own Custom Reports — a real WYSIWYG editor with buttons that insert live merge content, not raw HTML you write by hand.

Open the editor

Side menu → Document Templates to edit one of the 6 standard document types, or Report Designer to build a Custom Report from scratch. Both open the same editor.

Proposal Invoice Payment Receipt Quote Purchase Order Custom Report

Insert Field — a single value

Pick a Table then a Field (Project Name, Client Address, Estimate Total, anything CM tracks) and it drops in a live placeholder that resolves to the real value when the document is generated. Fields flagged internal-only (cost/markup) are automatically hidden from the picker on client-facing document types.

Insert Repeating Table — a detail list

Choose an entity (Estimate Items, Invoice Items, Quote Items, Purchase Order Items, or Project Schedule), check which columns to show, and it inserts a table that expands to one row per real record. Check Show totals row to add a summed total on money columns — only offered when the entity actually has a summable price field.

Insert Grouped Section — Custom Reports only

An SSRS-style grouped/subtotaled table — Estimate Items grouped by Category, with a subtotal per category and a grand total. Toggle "Number category headings" and "Show subtotals and grand total" independently. This button only appears when Template Type is set to Custom Report.

Choose what to include: Header / Footer

Every template — not just Custom Reports — has independent Include Header and Include Footer checkboxes, both checked by default, with a live shaded preview of the site's actual header/footer content (set on Site Settings → Document Header/Footer) shown right above/below the body editor. Uncheck one and its preview collapses away — that document simply won't carry it.

Worth knowing: the header/footer content itself is authored once, site-wide, on Site Settings. This editor only controls whether a given template includes it, not what it says.

Save, then generate

Save the template. Standard document types generate from wherever that document normally comes from (e.g. Quotes from the Quote grid). Custom Reports generate either from the Estimates grid's Print Reports dialog, or directly from Report Designer's own Run button — both produce a real PDF or Word file from live data.

Worth knowing: saving a Custom Report with no real content — no fields, no tables, no grouped section — shows a soft warning rather than blocking the save, since a header/footer-only report is technically valid but almost certainly not what was intended.