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[Music] good afternoon everyone and welcome to this weeks clarity soft training webinar today is tuesday february the 8th 2022 and our topic for today is to give you an introduction to building quotes and invoice templates in the claritysoft crm database some of you may have worked with some report type generation software similar to this and others may go in there and say oh my goodness i do not know what to do so hopefully today well get you past the oh my goodness i do not know what to do stage with working with templates you can the template builder is pretty sophisticated but it does take a bit of a learning curve to maybe get to what you want so well get you started today and then you can take off after that what were going to do is first of all give you a quick overview of the template builder the screen layout the parts of the screen the functionality on the screen then we will begin to build our own sample template adding company logos other images putting in the differen
