Document Templates
SurvSync provides a dedicated area where surveyors can create reusable document templates for their clients.
Templates for your client documents
A set of essential documents is provided by default, including:
- Letter of Instruction
- Report Cover Letter
- Terms of Engagement
- Standard Invoice
- Standard Quotation
These are system templates that can be edited to suit the requirements of the surveying practice. Surveyors can change the wording, structure and presentation of the supplied documents, or create completely new templates from scratch.
There is no limit to the number of document templates that can be created, allowing practices to maintain different versions for different services, clients or types of instruction.
Branded Letterheads
Documents can be placed onto a professional letterhead containing the practice logo, contact details, header and footer.
Surveyors can create multiple letterheads with different designs and permanently associate a particular letterhead with a document template.
This is useful for practices operating under different brands, offices or service types, or where different documents require a different presentation.
Once the document and letterhead have been configured, the same format can be reused whenever the document is needed.
Create Documents Once and Reuse Them
The purpose of Document Templates is to reduce the need to repeatedly recreate standard client documents.
Instead of preparing a new Letter of Instruction, Terms of Engagement or quotation from the beginning for every instruction, the practice can prepare its preferred templates once and reuse them throughout SurvSync.
This helps maintain consistent wording and branding while reducing repetitive administration.
The setup process is designed to be straightforward, allowing a practice to create a complete library of reusable client documents in a short amount of time.
Related SurvSync features
See SurvSync in action
Book a demonstration of the platform.