General concepts: templates and documents

The logic behind Sellsy Redactor is easy to understand.

You can create templates that are documents including variables from your Sellsy account as shown in the example below:

You can then generate a document from the model by associating a client and a Sellsy object:

Note: you can create a document directly without using a model.

Models and documents can use the following variables:

  • data from your account (your company name, contact details ...)
  • data for a selected customer (including custom fields)

In addition, you can link the following Sellsy objects:

  • sales documents (estimates, invoices ...)
  • opportunities (including custom fields)
  • catalog products (including custom fields)
  • rentals (including custom fields)

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