Present the work clearly
Use quote and invoice layouts that support the information customers need.
Branded documents & templates / AxiomBlue
Make the paperwork look like your business.
Give quotes, invoices and repeat messages a consistent presentation using reusable document and email templates.
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 →
A practical workflow / Example
A quote and invoice that feel like the same business.
- 01Choose a templateOpen the relevant quote, invoice or email template.
- 02Tailor the presentationEdit the layout or content for your business.
- 03Preview the resultCheck the output before sharing a live document.
The part of your day this changes
Make the paperwork look like your business.
Give quotes, invoices and repeat messages a consistent presentation using reusable document and email templates.
Keep the brand consistent
Configure reusable document branding and template content.
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
Settings → PDF Templates / Email Templates
A practical starting point
- 01
Choose a template
Open the relevant quote, invoice or email template.
- 02
Tailor the presentation
Edit the layout or content for your business.
- 03
Preview the result
Check the output before sharing a live document.
Know what’s included
The right plan for the way you work.
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 →Explore the detail
What you can work with.
- 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
A few useful answers.
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.
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. Follow a job in the demo
Check the quote, schedule, job record and invoice. Look for the details your team needs.
- 2. Check your plan and team cost
Compare usage limits, paid seats and specialist features. See plans and pricing →
- 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.
Free plan has usage limits. No time limit. No credit card.
- 01
Price the work
Try a quote like one you send every week. Check the detail your customer will see.
- 02
Follow it through the day
Explore a job, its crew, time and materials. Look for the information you usually chase.
- 03
Check the fit and the price
Compare the features and limits you need. See plans and inclusions →