{"id":4058,"date":"2024-03-20T14:09:07","date_gmt":"2024-03-20T13:09:07","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=4058"},"modified":"2024-04-08T08:34:54","modified_gmt":"2024-04-08T06:34:54","slug":"business-proposal-in-pictures-add-an-image-to-the-document-template","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/tips\/business-proposal-in-pictures-add-an-image-to-the-document-template\/","title":{"rendered":"Business Proposal in Pictures: Add an Image to the Document Template"},"content":{"rendered":"<div class=\"breadcrumbs \" typeof=\"BreadcrumbList\" vocab=\"https:\/\/schema.org\/\"><span property=\"itemListElement\" typeof=\"ListItem\"><a property=\"item\" typeof=\"WebPage\" title=\"Go to Planfix.\" href=\"https:\/\/planfix.com\/blog\/\" class=\"home\" aria-current=\"page\"><span property=\"name\">Planfix<\/span><\/a><meta property=\"position\" content=\"1\"><\/span><\/div>\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/3f\/vATSnu.png\" alt=\"Image in the Document Template in Planfix\" title=\"Image in the Document Template | Planfix\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><\/h2>\n\n\n\n<div class=\"wp-block-aioseo-table-of-contents\"><ul><li><a href=\"#aioseo-working-with-images-in-planfix\">Working with Images in Planfix<\/a><\/li><li><a href=\"#aioseo-image-database\">Image Database<\/a><\/li><li><a href=\"#aioseo-creating-an-application\">Creating an Application<\/a><\/li><li><a href=\"#aioseo-creating-a-document-template\">Creating a Document Template<\/a><ul><li><a href=\"#aioseo-adding-variables-to-the-document-template\">Adding Variables to the&#xA0;Document Template<\/a><\/li><li><a href=\"#aioseo-adding-a-placeholder-image-to-the-template\">Adding a Placeholder Image to the Template<\/a><\/li><li><a href=\"#aioseo-adding-variables-in-microsoft-word\">Adding Variables in Microsoft Word<\/a><\/li><li><a href=\"#aioseo-adding-variables-in-libreoffice\">Adding Variables in LibreOffice<\/a><\/li><\/ul><\/li><li><a href=\"#aioseo-preparing-data-for-the-commercial-proposal\">Preparing Data for the Commercial Proposal<\/a><ul><li><a href=\"#aioseo-configure-a-button-for-automatic-document-creation\">Configure a Button for Automatic Document Creation<\/a><ul><li><a href=\"#aioseo-configure-the-button-parameters\">Configure the Button Parameters<\/a><\/li><li><a href=\"#aioseo-configure-the-button-parameters\">Configure the Actions to Take When the Button is Pressed<\/a><\/li><\/ul><\/li><\/ul><\/li><li><a href=\"#aioseo-using-stamps-in-document-templates\">Using Stamps in Document Templates<\/a><\/li><li><a href=\"#aioseo-why-do-you-need-images-in-your-document-templates\">Why Do You Need Images in Your Document Templates?<\/a><\/li><li><a href=\"#aioseo-summary\">Summary<\/a><\/li><\/ul><\/div>\n\n\n\n<p>One of the main goals of Planfix is to streamline routine tasks and operations. If something can be automated and simplified, it should be. This applies to planning, building customer relationships, fine-tuning business processes, and even seemingly &#8220;little things&#8221; like layout and document creation.<\/p>\n\n\n\n<p>Those who have used Planfix for a while know it helps you create documents based on predefined templates. Planfix inserts the necessary details in the right place \u2014 the business date, counterparties, responsible manager, etc. The key is to predefine the required variables in the&nbsp;document template, which are then replaced with specific data.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-working-with-images-in-planfix\">Working with Images in Planfix<\/h2>\n\n\n\n<p>Perhaps not all of you know that Planfix can insert details, photos, images, and other illustrations where you want them in your document. Below, I explain how to set this up and use it in your work.<\/p>\n\n\n\n<p>Templates help speed up the creation of standard documents. This can be a standard lease agreement, where only the terms and customers change; a product sales agreement, where you must specify the product, price, and delivery quantities; or a warranty card for the equipment sold.<\/p>\n\n\n\n<p>It is essential that the form of the document remains unchanged and only the content changes. Then, Planfix can automatically insert the required data in the right place and save employees a lot of time.<\/p>\n\n\n\n<p>In addition to written information,&nbsp;images&nbsp;can be inserted into the&nbsp;document. For example, product images can be inserted into a commercial proposal. Let&#8217;s take a company that sells reinforced concrete products as an example. Let&#8217;s call it &#8220;Concrete and Comrades.&#8221;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-image-database\">Image Database<\/h2>\n\n\n\n<p>The first thing we need to do is create a directory of available products. In it, we add dimensions, price, description, and images:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/zc\/u3Bh7Y.png\" alt=\"An Example of a Directory-Catalog Entry\" title=\"An Example of a Directory-Catalog Entry | Planfix\"\/><\/figure>\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-creating-an-application\">Creating an Application<\/h2>\n\n\n\n<p>We will manage the images in the commercial proposal using a data tag that processes entries from the directory.<\/p>\n\n\n\n<p>We add three fields to the data tag:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Name<\/strong>&nbsp;&#8211; a &#8220;Directory entry&#8221; type field where all necessary details will be displayed.<\/li>\n\n\n\n<li><strong>Quantity<\/strong>&nbsp;&#8211; a &#8220;Number&#8221; type field, where we enter the quantity of goods.<\/li>\n\n\n\n<li><strong>Total amount<\/strong>&nbsp;&#8211; a calculated field that calculates the total cost using a formula.<\/li>\n<\/ul>\n\n\n\n<p>This is what the data tag settings look like:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/xi\/y50Bdy.png\" alt=\"Data tags Settings in Planfix\" style=\"width:689px;height:auto\" title=\"Data tags Settings | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>This is what the data tag filled out by the employee looks like:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/ka\/rJ7dZy.png\" alt=\"Example of Data tags Completed by an Employee\" title=\"Example of Data tags Completed by an Employee | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>Note that the actual images aren&#8217;t visible in the rows of the data tag. Instead, Planfix inserts an identification number. After the document is created, the images are displayed as needed.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-creating-a-document-template\">Creating a Document Template<\/h2>\n\n\n\n<p>Once the structure of the data tag is established, you can create a template based on which your commercial proposals will be made.<\/p>\n\n\n\n<p>To do this, go to the &#8220;<a href=\"https:\/\/planfix.com\/features\/documents\/\" target=\"_blank\" rel=\"noreferrer noopener\">Documents<\/a>&#8221; section and add a new template for commercial proposals: <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/DG\/zGSb33.png\" alt=\"Path to the Button for Creating a New Document Template\" title=\"Path to the Button for Creating a New Document Template | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-adding-variables-to-the-document-template\">Adding Variables to the&nbsp;Document Template<\/h3>\n\n\n\n<p>Variables should be added to the template and replaced with the required information in the final document. The&nbsp;document templates&nbsp;can specify variables in the &#8220;Variables&#8221; section:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/un\/tCS1q4.png\" alt=\"How to Find the Templator in Planfix?\" title=\"The Location of the Templateizer | Planfix\"\/><\/figure>\n\n\n\n<p>On the left-hand side, step by step, you select the required variables and their attributes. On the right-hand side, the required variables will be created automatically: <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/S4\/1dKyiy.png\" alt=\"Customizing a Template in the Templatizer\" title=\"Customizing a Template in the Templateizer | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>Note: We leave the field for images empty for now. This is necessary to configure their display with the right size and location: <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/B4\/GVYsqB.png\" alt=\"Example of a Document Template\" style=\"width:689px;height:auto\" title=\"Example of a Document Template | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-adding-a-placeholder-image-to-the-template\">Adding a Placeholder Image to the Template<\/h3>\n\n\n\n<p>Add a &#8220;placeholder image&#8221; to the template and adjust its dimensions to ensure the images appear in the final documents precisely as needed. We will use one of the images from the directory for this placeholder:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/7x\/WBl0I0.png\" alt=\"A Document Template With a Placeholder Image Added\" title=\"A Document Template With a Placeholder Image Added | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>This should replace the &#8220;placeholder.&#8221;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-adding-variables-in-microsoft-word\">Adding Variables in Microsoft Word<\/h3>\n\n\n\n<p>To add a variable in Microsoft Word, right-click on the image:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select &#8220;Edit Alt Text&#8221; in the pop-up window<\/li>\n\n\n\n<li>Choose &#8220;Alt-Text&#8221;<\/li>\n\n\n\n<li>Enter the desired variable in the image description<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/TM\/1UIrrp.png\" alt=\"How to Add a Variable to an Image in Microsoft Word\" title=\"How to Add a Variable to an Image in Microsoft Word | Planfix\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-adding-variables-in-libreoffice\">Adding Variables in LibreOffice<\/h3>\n\n\n\n<p>In LibreOffice, the process is more straightforward:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Right-click on the image<\/li>\n\n\n\n<li>Choose &#8220;Properties&#8221;<\/li>\n\n\n\n<li>Add the variable to the description<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/JE\/UIzUn9.png\" alt=\"How to Set a Variable to an Image in LibreOffice\" title=\"How to Set a Variable to an Image in LibreOffice | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>Now, the template for the commercial proposal is ready. You need to save it and upload it to the &#8220;<a href=\"https:\/\/planfix.com\/features\/document-templates\/\" target=\"_blank\" rel=\"noreferrer noopener\">Document templates<\/a>&#8221; section in Planfix:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/59\/IDgXg1.png\" alt=\"Uploading a Commercial Proposal Template to the \u201cDocument Templates\u201d Section\" title=\"Saving a Commercial Proposal Template to the \u201cDocument Templates\u201d Section | Planfix\"\/><\/figure>\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-preparing-data-for-the-commercial-proposal\">Preparing Data for the Commercial Proposal<\/h2>\n\n\n\n<p>We have configured everything that needed to be configured. Now, we can prepare the commercial proposal \u2014 we add the data tag with the desired product to the corresponding task:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/HU\/5HSN7F.png\" alt=\"Completed Analytics Rows\" title=\"Completed Analytics Rows | Planfix\"\/><\/figure>\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Once the data tag is added to the task, you can create the final proposal document based on the pre-filled template.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-configure-a-button-for-automatic-document-creation\">Configure a Button for Automatic Document Creation<\/h3>\n\n\n\n<p>For this purpose, we will set up a button that automatically creates the document:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to Object<\/li>\n\n\n\n<li>Open the &#8220;Buttons&#8221; section<\/li>\n\n\n\n<li>Create a new button<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/mx\/EJX27M.png\" alt=\"Customizing the Button That Forms a Document\" title=\"Customizing the Button That Forms a Document | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"aioseo-configure-the-button-parameters\">Configure the Button Parameters<\/h4>\n\n\n\n<p>First, set up the general parameters:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Which processes should be displayed<\/li>\n\n\n\n<li>Under which conditions<\/li>\n\n\n\n<li>Who can press the button<\/li>\n\n\n\n<li>How it should look<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/EC\/6wwMBJ.png\" alt=\"Settings for General Button Parameters\" title=\"Settings for General Button Parameters | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"aioseo-configure-the-button-parameters\">Configure the Actions to Take When the Button is Pressed<\/h4>\n\n\n\n<p>Next, set the steps that will be performed when the button is pressed:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select the &#8220;Modify this task&#8221; operation<\/li>\n\n\n\n<li>Then select &#8220;Add a comment&#8221;<\/li>\n\n\n\n<li>Write comment text that will inform the employee about the readiness of the document<\/li>\n\n\n\n<li>In the &#8220;Attach files&#8221; section, select &#8220;Create a document from a template&#8221; and specify the desired template<\/li>\n\n\n\n<li>You can immediately choose in which format the document should be saved \u2014 .docx or .pdf<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/DM\/aiBn8L.png\" alt=\"Settings for the Operation to Be Performed When the Button Is Pressed\" title=\"Settings for the Operation to Be Performed When the Button Is Pressed | Planfix\"\/><\/figure>\n\n\n\n<p>If everything is done correctly, the assigner and the assignees will see a button like this in the task:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/Ab\/4iXQqv.png\" alt=\"Document Formation Button\" title=\"Document Formation Button | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>The final document will be added to the task when you click this button:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/kF\/YWOAgK.png\" alt=\"Result of a Button Action in a Task\" title=\"Result of a Button Action in a Task | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>When we open the document, we see that the required details have automatically replaced the variables, and the necessary images have taken the place of the &#8220;placeholder&#8221; images: <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/rl\/Q2t6aK.png\" alt=\"The Document Generated by Clicking on the Button\" title=\"The Document Generated by Clicking on the Button | Planfix\"\/><\/figure>\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-using-stamps-in-document-templates\">Using Stamps in Document Templates<\/h2>\n\n\n\n<p>Similarly, you can also create documents with stamps.<\/p>\n\n\n\n<p>Since the stamps are applied to different types of documents, you add their image to the general fields by selecting the &#8220;Files&#8221; field type:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/v0\/pcEqaI.png\" alt=\"Path to \u201cCommon Fields\u201d Section\" style=\"width:689px;height:auto\" title=\"Path to \u201cCommon Fields\u201d Section | Planfix\"\/><\/figure>\n<\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/1D\/WCteiW.png\" alt=\"Settings of the General Field of the \u201cFiles\u201d Type\" style=\"width:689px;height:auto\" title=\"Settings of the General Field of the \u201cFiles\u201d Type | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>Then, create the desired template:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/Ur\/27kQru.png\" alt=\"Printed Document Template\" title=\"Printed Document Template | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>As a result, we get a document like this:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/s.pfx.so\/pf\/cF\/aGxP3t.png\" alt=\"\t\nTemplate-Formed Document With Printing\" title=\"Template-Formed Document With Printing | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>This will automatically put the stamp in the right place. You must remember to add the correct variable to the image description and upload the corresponding image to Planfix.<\/p>\n\n\n\n<p>The image you added to the&nbsp;document template&nbsp;also serves as a &#8220;placeholder&#8221; here.<\/p>\n\n\n\n<p>Of course, you can also do without variables by simply adding the needed&nbsp;document image&nbsp;to the template. However, if you use tables with data from data tags in the document, the image will constantly move from its correct position due to the differing number of rows added to the data tag. Therefore, it&#8217;s more convenient and practical to use a &#8220;placeholder.&#8221;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-why-do-you-need-images-in-your-document-templates\">Why Do You Need Images in Your Document Templates?<\/h2>\n\n\n\n<p>In modern&nbsp;<a href=\"https:\/\/planfix.com\/teams\/operations\/\" target=\"_blank\" rel=\"noreferrer noopener\">business operations<\/a>, the integration of images in&nbsp;document templates&nbsp;serves a multifaceted purpose, offering several crucial advantages:<\/p>\n\n\n\n<p><strong>Improved Communication:<\/strong>&nbsp;Visual elements can help communicate complex information more efficiently, ensuring better comprehension among stakeholders, clients, or employees.<\/p>\n\n\n\n<p><strong>Brand Reinforcement:<\/strong>&nbsp;Images can reinforce brand identity, logos, or visual elements, ensuring consistency in marketing materials and documents, which helps in brand recognition and recall.<\/p>\n\n\n\n<p><strong>Increased Engagement:<\/strong>&nbsp;Documents with relevant and visually appealing images tend to attract more attention and engagement from readers or audiences, potentially leading to higher retention of information.<\/p>\n\n\n\n<p><strong>Professional Presentation:<\/strong>&nbsp;Well-designed templates with appropriate images contribute to a more professional and polished presentation, leaving a positive impression on clients, partners, or investors.<\/p>\n\n\n\n<p><strong>Clarity and Understanding:<\/strong>&nbsp;Images provide visual context, aiding in better understanding and interpretation of information, especially in technical or instructional documents of&nbsp;IT companies and tech&nbsp;<a href=\"https:\/\/planfix.com\/startups\/\" target=\"_blank\" rel=\"noreferrer noopener\">startups<\/a>.<\/p>\n\n\n\n<p><strong>Marketing and Sales:<\/strong>&nbsp;Visual elements in templates can support marketing efforts by showcasing products, services, or data, thus influencing decision-making and potentially boosting sales.<\/p>\n\n\n\n<p><strong>Memorability:<\/strong>&nbsp;Visual content tends to be more memorable than text alone, enhancing the likelihood of audience retention and recall of information.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-summary\">Summary<\/h2>\n\n\n\n<p>Planfix has extensive features for automating routine tasks and operations. <br>Among other things, you can automate document fill-out based on predefined templates. <\/p>\n\n\n\n<p>You can set it to automatically fill out numeric and text details in a document and add any necessary images.<\/p>\n\n\n\n<p>The above examples are only a tiny part of the possible use cases for&nbsp;creating&nbsp;document templates. Their specific application depends solely on your business needs and the challenges you want to overcome.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>One of the main goals of Planfix is to streamline routine tasks and operations. If something can be automated and simplified, it should be. This&#8230;<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_s2mail":"yes","footnotes":""},"categories":[10],"tags":[344,230,304,58,248,330,238,440,332],"class_list":["post-4058","post","type-post","status-publish","format-standard","hentry","category-tips","tag-accounting","tag-automated-script","tag-automation","tag-data-tags","tag-document-templates","tag-documents","tag-integrations","tag-invoice-automation","tag-microsoft"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/4058","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/comments?post=4058"}],"version-history":[{"count":43,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/4058\/revisions"}],"predecessor-version":[{"id":4430,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/4058\/revisions\/4430"}],"wp:attachment":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/media?parent=4058"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/categories?post=4058"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags?post=4058"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}