Default Texts tab

Overview

The Default Texts tab contains pre-filled content that automatically loads when you create a new offer. This saves you time by not having to retype common text for every offer.

Key Difference:

• Offer Texts = Fixed labels/titles that appear on every offer
• Default Texts = Pre-filled editable content for new offers

What You Can Configure:

1. Technical Badge – Small tag next to Technical Description title
2. Offer Description – Opening greeting/introduction paragraph
3. Payment Terms – Standard payment conditions (bullet list)
4. Bank Account – Bank details for wire transfers
5. Delivery Time – Standard production/delivery timeline
6. Warranty – Warranty terms and coverage
7. Final Notes – Legal terms, validity period, conditions

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How Default Texts Work

┌─────────────────────────────────────────────┐
│  WORKFLOW                                   │
├─────────────────────────────────────────────┤
│                                             │
│  1. Configure Default Texts (this page)    │
│     ↓                                       │
│  2. Click "New Offer" button               │
│     ↓                                       │
│  3. Form auto-fills with Default Texts     │
│     ↓                                       │
│  4. Edit content for specific client       │
│     ↓                                       │
│  5. Save offer with customized content     │
│                                             │
└─────────────────────────────────────────────┘

Important: Changes to Default Texts only affect new offers. Existing offers keep their original content.

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All Fields Explained

Field Name	Format	Purpose	Where It Appears
Technical Badge	Single line text	Small colored badge/tag displayed next to the “Technical Description” section title	Premium feature: Appears as orange badge in PDF Example: “MY PRODUCT” or “WOODEN STAIRS”
Offer Description	Textarea (multi-line)	Opening paragraph that appears at the beginning of every new offer	Below customer information, before pricing table Typical content: Greeting, introduction, value proposition
Payment Terms	Textarea (multi-line) One item per line	Standard payment conditions for your business	Under “Payment Terms” section in PDF Displayed as bullet list
Bank Account	Textarea (multi-line)	Bank details for wire transfer payments	Below payment terms in “Payment Terms” section Displayed in bold
Delivery Time	Textarea (multi-line)	Standard production and delivery timeline	Under “Delivery Time” section (left side) Displayed alongside Warranty
Warranty	Textarea (multi-line)	Warranty terms, coverage, and conditions	Under “Warranty” section (right side) Displayed alongside Delivery Time
Final Notes	Textarea (multi-line) One item per line	Legal terms, offer validity, additional conditions	Under “Notes” section at end of offer Displayed as bullet list

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Field Details & Examples

1. Technical Badge

Field Type: Single line text field
Default Value: Wooden Stairs
Character Limit: ~20 characters recommended

Purpose:
A small colored badge that appears next to the Technical Description section title. This helps categorize or brand your products.

Example Values:

• MY PRODUCT
• WOODEN STAIRS
• PREMIUM SERIES
• CUSTOM BUILD
• PROFESSIONAL GRADE

Visual Example:

Technical Description  [🟠 MY PRODUCT]

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2. Offer Description

Field Type: Textarea (4 rows)
Format: Multi-line paragraph text

Purpose:
Opening greeting and introduction that sets a professional tone and explains what the offer includes.

Example 1 – Professional (B2B):

Dear Sir or Madam,

We are pleased to present our offer for the delivery and installation 
of a high-quality staircase. The staircase will be manufactured according 
to your individual requirements and is characterized by the highest quality 
and modern design.

Example 2 – Friendly (B2C):

Thank you for your interest in our custom staircase solutions!

We've carefully prepared this quote based on your specifications. 
Each staircase is handcrafted by our skilled artisans using premium 
materials. We look forward to bringing your vision to life.

Example 3 – Brief:

Thank you for requesting a quote. Please find below our detailed 
offer for your project.

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3. Payment Terms

Field Type: Textarea (6 rows)
Format: One payment condition per line (auto-converts to bullet list)

Purpose:
Standard payment schedule and conditions that apply to most of your projects.

Example 1 – Two-Stage Payment:

50% advance payment
50% upon completion

Example 2 – Three-Stage Payment:

40% deposit upon order confirmation
40% when production is complete
20% after installation

Example 3 – Milestone-Based:

30% upon signing contract
40% when production begins
30% upon delivery and installation
Payment due within 14 days of invoice

Example 4 – Full Upfront:

100% payment required before production begins
Bank transfer or credit card accepted
Invoice will be sent upon order confirmation

How it displays in PDF:

Payment Terms
- 50% advance payment
- 50% upon completion

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4. Bank Account

Field Type: Textarea (4 rows)
Format: Multi-line text (displayed in bold in PDF)

Purpose:
Bank details for wire transfer payments. Appears below payment terms.

Example 1 – Full Details:

Bank: XYZ National Bank
Account Holder: Sample Company Inc.
IBAN: DE89 3704 0044 0532 0130 00
BIC/SWIFT: COBADEFFXXX

Example 2 – US Format:

Bank: Chase Bank
Routing Number: 021000021
Account Number: 1234567890
Account Name: Sample Company Inc.

Example 3 – UK Format:

Bank: Barclays Bank
Sort Code: 20-00-00
Account Number: 12345678
Account Name: Sample Company Ltd.

Example 4 – Simple:

Bank: ABC Bank
IBAN: GB29 NWBK 6016 1331 9268 19

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5. Delivery Time

Field Type: Textarea (3 rows)
Format: Multi-line text

Purpose:
Standard production and delivery timeline for your products/services.

Example 1 – Fixed Timeline:

4-6 weeks from order confirmation
Production time: 3-4 weeks
Delivery & installation: 1-2 weeks

Example 2 – Range:

Standard delivery: 6-8 weeks
Express service available (additional cost)
Timeline starts after deposit payment

Example 3 – Seasonal:

Current lead time: 8-10 weeks
Delivery times may vary during peak season (Nov-Jan)
We will confirm exact dates upon order

Example 4 – Simple:

4-6 weeks from order confirmation

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6. Warranty

Field Type: Textarea (3 rows)
Format: Multi-line text

Purpose:
Warranty coverage details that give clients confidence in your quality.

Example 1 – Comprehensive:

2 years warranty on materials and workmanship
5 years warranty on structural components
Warranty covers manufacturing defects only

Example 2 – Extended:

5 years full warranty
10 years limited warranty on structural parts
Excludes normal wear and tear

Example 3 – Professional:

2 years manufacturer's warranty
Covers defects in materials and workmanship
Does not cover damage from improper use or installation

Example 4 – Simple:

2 years warranty on materials and workmanship

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7. Final Notes

Field Type: Textarea (5 rows)
Format: One note per line (auto-converts to bullet list)

Purpose:
Legal terms, offer validity, and other important conditions.

Example 1 – Standard Terms:

The offer is valid for 30 days
Prices are subject to change until order confirmation
The goods remain the property of the seller until full payment
Installation not included unless specified

Example 2 – Comprehensive:

Offer valid for 30 days from date above
Prices exclude delivery and installation
50% deposit required to begin production
Final measurements required before manufacturing
Changes after production starts may incur additional costs
Goods remain seller's property until full payment received

Example 3 – Simple:

Offer valid for 30 days
Prices exclude shipping
Payment terms as specified above

How it displays in PDF:

Notes
- The offer is valid for 30 days
- Prices are subject to change until order confirmation
- The goods remain the property of the seller until full payment
- Installation not included unless specified

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Formatting Tips

Field	Formatting Rules	Pro Tip
Technical Badge	• Keep short (1-3 words) • ALL CAPS recommended • No special characters	Use your brand name or product category
Offer Description	• Use paragraphs • Keep professional tone • 2-4 sentences ideal	Start with “Dear…” or “Thank you…” for warmth
Payment Terms	• One item per line • Each line becomes bullet point • Keep concise	List payment stages in chronological order
Bank Account	• Multi-line format • Include all essential details • Check accuracy!	Test with a small payment first to verify details
Delivery Time	• Be realistic • Include buffer time • Mention dependencies	Under-promise and over-deliver builds trust
Warranty	• State coverage period clearly • Specify what’s included/excluded • Keep simple	Longer warranties = competitive advantage
Final Notes	• One note per line • Each line becomes bullet point • Most important first	Always include offer validity period

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Common Questions

Question	Answer
Can I leave fields empty?	Yes! Empty fields won’t appear in new offers. Only fill what you need.
Can I edit Default Texts for individual offers?	Yes! Default Texts are just starting points. You can customize each offer individually after it’s created.
What happens to existing offers when I change Default Texts?	Nothing! Changes only affect new offers created after saving. Existing offers keep their original content.
Can I use different Default Texts for different products?	Not directly. Default Texts apply to all new offers. However, you can edit each offer individually after creation.
How do bullet lists work?	In Payment Terms and Final Notes: Each line automatically becomes a bullet point in the PDF.
Can I use HTML formatting?	No. These are plain text fields. Formatting is automatically applied when generating PDFs.
What if I need different payment terms per client?	Set the most common terms as default, then edit individually when creating offers for specific clients.

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Best Practices

✅ Set realistic timelines – Always include buffer time in delivery estimates
✅ Double-check bank details – Wrong account numbers cause payment delays
✅ Keep legal terms clear – Avoid ambiguous language in notes
✅ Update regularly – Review quarterly to ensure info is current
✅ Test with sample offer – Create a test offer to see how your defaults look in PDF
✅ Be consistent – Use same terminology as in Offer Texts settings

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Save Changes

After configuring your default texts:

1. Scroll to bottom of page
2. Click “Save Default Texts” button
3. Confirmation message appears: “Settings saved.”
4. Your defaults are now active for all new offers