The Document Templates page (found under Settings → Documents) controls the look of the PDFs your shop generates, such as quotes and invoices. Your shop starts with a default template for each document type, and you can customize them so every file you send to customers and vendors looks professional and on-brand.
The template library
When you open Document settings, Drip Merch shows a library of templates — one for each document type your shop uses. If a template doesn't exist yet, a sensible default is created automatically the first time you visit, so you always have something to start from.
- Go to Settings → Documents.
- Browse the library of document templates.
- Select the template you want to change.
Edit a template
Each template can be opened and edited to match your branding and the information you want to show:
- Open a template from the library to enter its editor.
- Adjust the layout, branding, and content shown on the document.
- Save your changes.
Your edits apply the next time that document type is generated, so future quotes and invoices reflect your updated design.
What lives on a document
Documents pull in details from across your shop, including:
- Your shop details — name, contact info, and logo from your profile and branding.
- Order or quote line items — the products, quantities, and pricing.
- Document numbers — the prefix and sequence set in Document Numbers settings.
Because of this, keep your shop details and branding current so documents always show accurate information.
Tips
- Review each document type after editing to confirm it renders the way you expect.
- Coordinate template changes with your Document Numbers settings so numbering and formatting stay consistent.
- Send yourself a test quote or invoice before rolling changes out to customers.
Well-designed templates make your shop look polished at every touchpoint, from the first quote to the final invoice.