📄Custom Form vs Document Template

Ascora provides two key features for managing business documentation: Document Templates and Custom Forms. While both serve different purposes, they allow you to standardize and automate important workflows within your business.

📄 Document Templates

✔ Used for invoices, quotes, job cards, and purchase orders.

✔ Uploaded as Word documents via Administration → Document Templates.

✔ Enables customization of branding, layouts, and key information to maintain consistency across client communications.

📝 Custom Forms

✔ Typically used for safety checklists, compliance forms, risk assessments, and job-specific documentation.

✔ Uploaded via Advanced → Custom Forms.

✔ Can include dynamic fields for easier data entry and automated reporting.

Most Custom Forms are pre-built within Ascora under Advanced → Custom Forms. You can also download a step-by-step guide from this screen by clicking Download Guide to help you modify or create your own forms.

💰 Pricing for Custom Development

If you require professionally designed templates or forms, Ascora offers development services:

✔ Custom Forms Creation: $500 + GST

✔ Document Template Creation: $300 + GST

Investing in these templates and forms helps streamline operations, ensuring consistency, compliance, and professional presentation of documents across your business.

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