Document layout & templates

• Replacement codes

  How replacement codes are built up in Robaws, plus a full overview of the available codes per module.Featured

• Creating a contract or extra default document

  Create a default document (pdf) in Robaws with replacement codes and your own background, and use it directly from your modules.Few readers

• Creating your background

  What has to appear on your company background, how to upload it as a pdf, and how to solve margin and format problems.Few readers

• Creating a template

  In which modules you can create a template, how to build one from scratch or from an existing document, and how to keep the prices up to date.Few readers

• Changing a document number

  Adjust the numbering of your quotations, orders and projects, or change the number of a single document.Few readers

• Creating different layout styles

  How to create layout styles in Robaws and apply them line by line, from the item file or via a line type.Few readers

• Determining the layout of a document

  An overview of the six parts you can set yourself to determine the layout of a document in Robaws.Few readers

• Choosing the font on your documents

  Robaws uses a standard font on pdf documents, but you can upload a free Google font of your own and set your own styling.Few readers

• Creating a letter

  How to create a new letter from a customer file in Robaws.Few readers

• Using Markdown

  How to format item lines and descriptions with Markdown in Robaws, and where to switch the function on.Few readers

• Having documents signed digitally

  How digital signing works in Robaws, what happens after approval or a request for adjustment, and how to set up the signing link.Few readers

• What the text editor can do

  An overview of all the buttons in the Robaws text editor: formatting, alignment, lists, tables, symbols and page breaks.Few readers

• Deciding what appears on your pdf

  How to set up a dynamic pdf in Robaws and choose the settings, heading, title, texts and columns yourself.Few readers

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Sending & setting up email

• Error messages when sending emails

  What the error messages when sending emails mean and how to solve the most common problems.Few readers

• Types of email accounts

  An overview of the email account types in Robaws (Office 365, Gmail, SMTP and Exchange) and the settings each type requires.Few readers

• Creating an email account

  The two ways to create an email account in Robaws, and the priority order Robaws follows to decide which account sends your email.Few readers

• Adding your terms and conditions to your emails

  Upload your terms and conditions to the general files and add them as a default attachment on your email template.Few readers

• Sending emails from Robaws

  Link your email account and send quotations, invoices and supply orders straight from Robaws, with your own sender address and signature.Few readers

• Office 365 email shows outlook_[long series of letters and numbers]@outlook.com when sending

  Why Outlook for Windows shows your account as outlook_[long series of letters and numbers]@outlook.com, and the two ways to solve it.Few readers

• Email account per user

  Set an email account on your user profile so that your emails leave from your own address, with your name and your signature.Few readers

• Email problems

  Where to find help when sending an email from Robaws fails or when your emails end up in the spam folder.Few readers

• Email account per module or company

  Set a sender per module or per company, so that invoices, quotations and work orders each leave from the correct email address.Few readers

• Email ends up in spam

  Do your emails from Robaws end up in spam? Test your sender domain and change these settings to reduce the chance of being marked as spam.Few readers

• Tracking pixel

  With the tracking pixel you see whether a sent email has been opened, so that statuses in Robaws automatically switch to 'read'.Few readers

• I can no longer send emails

  Find out why sending emails from Robaws fails, read the error message in your notifications and re-link your personal or shared email account.Few readers

• Admin consent required when linking an O365 email account

  What to do when linking your Office 365 email account to Robaws asks for a reason or requires admin consent, step by step for you and your administrator.Few readers

• 10/09/2025 - System email outage

  Overview of the impact of the system email outage of 10 September 2025 and the temporary workarounds per affected function.Few readers

• Email template

  How to create an email template in Robaws, which fields it contains and how to add attachments such as your terms and conditions.Few readers

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