Training document templates
Coursebricks is training document templates software for training providers. Design a quote, joining letter, brochure or trainer contract once in Word or PowerPoint, and Coursebricks fills in the client, course and booking details and produces the PDF in one click, so nobody copies details into Word by hand.
Keep designing documents in Word or PowerPoint.
Coursebricks fills your own Word or PowerPoint template with merge fields such as {ContactName} and turns it into a finished PDF. Your layout, logo and fonts stay exactly as you designed them.
- Upload the Word or PowerPoint files you already use
- Course, learner, order, trainer and location details filled in
- Your own custom fields on any document
- Tables that repeat for line items, quote lines and learners
Send a client a quote in one click, without retyping it.
Coursebricks fills a quote template with the client, the deal owner and every course the client is interested in, straight from the sales opportunity. Pro-forma invoices, receipts and order confirmations come from your orders the same way.
- Quantities, prices, tax and total on every quote
- Pro-forma invoices with billing details and line items
- Receipts showing the amount paid and the balance left
- Instalment details for learners on a payment plan
Create a confirmation letter for every learner on a course at once.
Select the learners on a course in Coursebricks and generate their documents in one go. Each learner gets their own PDF with their name, course dates, times, location and registration number.
- A separate PDF for each learner
- Attendance sheets with a row for every learner
- Attendance and certificate status for each learner
- Keep working while documents generate in the background
Combine course, trainer and company details in one document.
When your team generates a document in Coursebricks, they pick any extra record it needs, such as a course, trainer, company or location. A course brochure can be addressed to a company, and a trainer contract can include the trainer's fee.
- Generate from an order, course, registration, opportunity or contact
- Course brochures addressed to a client company
- Trainer contracts with the trainer's and course details
- Extra details, such as a quote's valid-until date, filled in when you generate
Find every document again on the record it came from.
Coursebricks saves every generated PDF to the document library and links it to the records it was made from, so you can find it again on the order, course, registration or opportunity.
- Expiry dates on documents that need renewing
- Tags added automatically to every generated document
- Documents attached to workflow emails automatically
How to generate training documents in Coursebricks
Coursebricks takes a document from your own Word or PowerPoint design to a filed PDF in four steps.
- Step 1
Design the template in Word or PowerPoint
Lay out your quote, joining letter, brochure or contract and add merge fields such as {ContactName}, then upload it to Coursebricks.
- Step 2
Choose what it fills in
Pick the details the template uses, such as the course, registration, order, opportunity or trainer, and add any extra fields staff fill in when generating.
- Step 3
Click Generate on the record
Generate the PDF from an order, course, registration, opportunity or contact, or select the learners on a course to create one PDF each.
- Step 4
Send it and find it later
Every PDF is saved and linked to its records. Workflows and personalised emails can also generate and attach documents automatically.
Training Document Templates FAQs
Training document templates are reusable layouts for quotes, letters, brochures and contracts. Coursebricks fills your Word or PowerPoint templates with client, course and booking details and produces PDFs, one at a time or for a whole course.
What are training document templates?
Training document templates are reusable layouts for the paperwork a training provider sends again and again, such as quotes, confirmation letters, brochures and trainer contracts. Coursebricks is training document templates software for training providers. You design each template in Word or PowerPoint, and Coursebricks fills in the client, course, booking or deal details and produces a PDF.
How are training document templates different from filling in Word documents by hand?
Training document templates in Coursebricks fill in the details for you. With Word alone, staff copy client names, course dates, locations and prices into each document by hand. Coursebricks takes those details from your records, produces the PDF in one click and saves it with the record it came from.
Do I need to learn a new editor to design document templates?
No. You design Coursebricks document templates in Word or PowerPoint and add merge fields like {ContactName}. Your layout, logo and fonts stay exactly as you designed them, and the finished document is a PDF.
Can I create a quotation for a training client in one click?
Yes. Generate a quote from the sales opportunity in Coursebricks. The quote fills in the client, the deal owner and every course the client is interested in, with quantities, prices, tax and total.
Can I send confirmation letters to everyone on a course at once?
Yes. Select the learners on a course in Coursebricks and generate their letters in one go. Each learner gets their own PDF confirmation letter with their name, course dates, location and registration number.
What if a training document needs information that isn't stored in Coursebricks?
Add your own extra fields to the template, such as a quote's valid-until date. Coursebricks asks for those values each time someone generates the document. One document can also combine details from a course, trainer, company and location.
Where do generated training documents go?
Every generated PDF is saved in the Coursebricks document library and linked to the records it was made from. You can find it again on the order, course, registration or opportunity, and workflows can attach it to emails automatically.
Can recipients sign a generated contract online?
No, not from a document template, because generated documents are PDFs. For online signing, use Coursebricks e-signature agreements, which have their own templates, signing links and audit trail.
How much do Coursebricks training document templates cost?
Coursebricks costs $139 per month, or $1,500 billed yearly ($125 per month), with every feature included. Training document templates are included with scheduling, bookings, payments and automation. The free trial gives 3 months of full access with no credit card.
And much more
Everything else a training provider needs, in one plan.
Coursebricks also runs certificates, invoicing, waitlists, e-signatures, trainer and learner portals, reporting and more. Every feature is included in one plan, with nothing extra to buy.
Spend less time on admin and more time training.
See how Coursebricks fits the way you run courses, or try it free for three months. No credit card needed.