Branded documents & templates / AxiomBlue

Set up a consistent quote, invoice and email presentation.

AxiomBlue Professional provides custom PDF and email templates for the paperwork your business sends repeatedly. Configure the layout, branding and message content, then preview the result with a sample record. Core quotes and invoices use the standard document workflow on Free and Basic, within the applicable limits.

Use quote and invoice layouts that support the information customers need.

Plan fit: Custom PDF and email templates require Professional. Core quotes and invoices are available on Basic with the standard document workflow. Compare plans →

Start free Explore the demo ↗

A practical workflow / Example

A quote and invoice that feel like the same business.
  1. 01
    Choose a templateOpen the relevant quote, invoice or email template.
  2. 02
    Tailor the presentationEdit the layout or content for your business.
  3. 03
    Preview the resultCheck the output before sharing a live document.

The part of your day this changes

Make the document match the agreed scope.

A polished layout still needs correct line items, totals and customer details. Use Professional template controls to shape the presentation, then preview a real quote or invoice before adopting the layout.

01

Present the work clearly

Use quote and invoice layouts that support the information customers need.

02

Keep the brand consistent

Configure reusable document branding and template content.

03

Reuse common messages

Keep email templates for the communication your team sends repeatedly.

Picture it in your business / Example

A quote and invoice that feel like the same business.

Set up the relevant templates, preview the content with a record and check the customer-facing result before using it.

Where to find it
Settings → PDF Templates / Email Templates

A practical starting point

  1. 01

    Choose a template

    Open the relevant quote, invoice or email template.

  2. 02

    Tailor the presentation

    Edit the layout or content for your business.

  3. 03

    Preview the result

    Check the output before sharing a live document.

Try the workflow in the demo ↗

Know what’s included

Plans for branded documents & templates

Custom PDF and email templates require Professional. Core quotes and invoices are available on Basic with the standard document workflow.

Compare plans, limits and pricing →

Check the workflow in detail

Choose the guide for the decision ahead.

Explore the detail

Branded documents & templates tools and records

  • Quote and invoice PDF templates
  • Visual template editing
  • Document branding
  • Email templates

Availability varies with plan, permissions and enabled features. Check plan inclusions.

See how this fits: get paid & keep customers informed →

Before you get started

Questions about branded documents & templates

Have a specific workflow in mind? Talk it through with us.

Where do I find branded documents & templates?

Settings → PDF Templates / Email Templates. Available controls depend on your permissions and enabled features.

Which plan do I need?

Custom PDF and email templates require Professional. Core quotes and invoices are available on Basic with the standard document workflow.

How should I evaluate it?

Start with a familiar example of your work. Follow the steps on this page, check the records and confirm the plan inclusions you need before rolling it out to the team.

Keep the work connected

See the next part of the picture.

Quoting

Quote the scope. Carry accepted work into the job.

From a familiar price book to work ready to schedule.

 Invoicing

Create a clear invoice from the completed job

Check the work and the remaining balance before the next customer contact.

 Customer portal

Give customers a place to check the quote, work and invoice.

Customers can review quotes and accept eligible quotes through the portal.

Considering a switch?

Check the fit before
moving your business.

Use a familiar job to compare the way you work today with the way Axiom Blue handles it.

  1. 1. Follow a job in the demo

    Check the quote, schedule, job record and invoice. Look for the details your team needs.

  2. 2. Check your plan and team cost

    Compare usage limits, paid seats and specialist features. See plans and pricing →

  3. 3. Confirm your move

    Try your own quote on the free plan. Before moving existing records, ask us about your data and setup needs.

Make the next step a small one

Put a familiar job
through its paces.

You know where the friction is in your business. Open the demo and see how AxiomBlue handles it. Then start with your own quote on the free plan.

Explore the live demo ↗Start free →

Free plan has usage limits. No time limit. No credit card.

  1. 01

    Price the work

    Try a quote like one you send every week. Check the detail your customer will see.

  2. 02

    Follow it through the day

    Explore a job, its crew, time and materials. Look for the information you usually chase.

  3. 03

    Check the fit and the price

    Compare the features and limits you need. See plans and inclusions →