Creating a letter or quote

In this article, you'll see how to create a smart letter or quote using everything from this chapter. As an example, we'll use the WebOké quote.

Step by step

1. Letterhead: put your logo in the header and your address, phone number and website in the footer. That way, they appear on every page. See Header, footer and page numbers.
2. Title and details: type the title, the customer's name, the date and a number at the top. Give the title the Title style or format it with a larger font in your brand colour. See Formatting text: font, size, colour and alignment.
3. The prices: put the items in a table with columns for description, quantity and price. Choose a table template with a coloured header row. See Inserting and formatting tables.
4. Proofing: let the spelling check keep an eye out (red wavy lines) and check the document language. See Language, spell checking and dictionary.
5. Sending: download the quote as a PDF, so it looks exactly the same for the customer. See Download as docx, xlsx, pptx, odt or pdf and Printing and saving as PDF.

Creating a standard template

Do you create quotes or letters often? Then create a document with your letterhead once, and save it in a Templates folder in your Nextcloud. For a new letter, open the template and choose File and then Save Copy As. Choose DOCX, the folder and a new name. Then open the copy and fill it in. This keeps the template itself empty. You can also copy the template in Files: click the three dots next to the name and choose Move or copy.

Tip: share the templates folder with your colleagues (see Een document delen met een collega). That way, everyone uses the same letterhead.