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Document templates are crucial for service businesses, particularly for including terms and conditions or contract information in proposals. Key areas to focus on are company info and document templates before sending out proposals. In the document templates section, each type of document—estimates, work orders, change orders, invoices, and receipts—has individual settings. A significant setting is the option to use group settings for the various columns in documents. Notably, many customers prefer that prices are not displayed on work orders, highlighting the customization available for each document type.