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Templating: How to change templates (PDFs, Portal, Emails)

As of v4.5.0 we have started rolling out our fuller file templating system. This means you can combine file templates with placeholders to more fully customise your Quotes, Invoices, Statements, and Emails.

Templates currently available:

  • emails/default-email.html
    • This file overrides the default email wrap template. This is what all emails get sent out using. We recommend you keep this template mostly in-tact as it has been optimised to support multiple devices (responsive).
  • invoices/invoice-pdf.html
    • Edit this file to change Invoice PDFs.
  • invoices/portal-invoice.html
    • Portal single invoice template.
  • invoices/statement-pdf.html
    • Statement PDFs.
  • quotes/quote-default.html
    • Quote default HTML.
  • quotes/quote-pdf.html
    • Quote PDFs.

How to add templates to your CRM:

If you want to modify the CRM template files but don’t want your changes to be overwritten when the plugin updates (we update regularly) we recommend you follow the following steps to create template variants which will be safe throughout updates.

(Note, this works best if you have a child theme setup, but whether you do or don’t, it’s still the same steps, just that you’d use the child theme directory instead of the main theme directory.)

  1. Copy the directory /templates from the main plugin directory.
  2. Paste this into your theme directory and rename it to /jetpack-crm. (wp-content/themes/{your-theme}/jetpack-crm).
  3. Modify your files! You can now change any of the files in the {your-theme}/jetpack-crm directory and the changes will be reflected in your CRM.

Template file variations

As of v4.5.0 Jetpack CRM also supports template variations. This means you can add a few versions of a template and then select them for use via settings. These work somewhat like page templates in WordPress pages.

To create variations, follow these steps:

  1. Copy an existing template file (e.g. invoices/portal-invoice.html) and rename it using the format invoices/portal-invoice-{new-variant-name}.html.
  2. Edit this variant file.
  3. Select which variant of template to use via settings (in this case via the ‘Settings -> Invoices -> Invoice Portal Template’ setting).
Updated on October 4, 2021

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