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PDF Template Audit — Scorecard

52 templates · generated 2026-05-28 21:55 · brand score = % of core house-style checks passed
Usage data: last 90 day window (since 2026-02-27) · invoices: 1723 · quotes: 535 · POs: 50 · no-template-id: 184 invoices, 518 quotes, 47 POs
46
Off-brand / legacy
6
Branded (compliant)
5
MS-built
31
Custom
11
Halo Default
3
Experiment/Test
1
Backup
1
Copy/Experiment
17
Used in last 90 d
35
Unused (0 hits)
IDNameClassOriginType ScoreTotal usesInvoices (90 d)Quotes (90 d)POs (90 d)SizePgs ColsVars MS_ name prefixMontserrat fontCharcoal #394852Orange #E5833BSky #4CBDEESilver #92A9BDCSS :root varsMS logo ($ORLOGOSRC)<!DOCTYPE html>Branded headerBranded footerTotals/summary blockLegal addressUses Halo merge tokensWins / low-hanging fruit
25_MS_INVOICE_V1Branded (compliant)MS-builtInvoice100127812780016.9K1647
29Invoice Sale Sales Description and PeriodOff-brand / legacyCustomInvoice10212212003.7K1516···········lowercase merge tokens (review casing)
41Invoice with Contract Report with values (Asset + User)Off-brand / legacyCustomInvoice102222005.8K3519···········lowercase merge tokens (review casing)
39Invoice with Contract Report with values (Asset)Off-brand / legacyCustomInvoice1066004.8K2518···········lowercase merge tokens (review casing)
20Short Quote - NO Header (SD)Off-brand / legacyCustomQuote1060603.8K1518···········
21Default Invoice Print TemplateOff-brand / legacyHalo DefaultInvoice1055003.7K1516···········lowercase merge tokens (review casing)
24Invoice with Contract Report (User)Off-brand / legacyCustomInvoice1055004.8K2518···········lowercase merge tokens (review casing)
40Invoice with Contract Report with values (User)Off-brand / legacyCustomInvoice1044004.8K2518···········lowercase merge tokens (review casing)
2_MS_POBranded (compliant)MS-builtPurchase Order100300315.2K1724
53_MS_QUOTE_V1Branded (compliant)MS-builtQuote100202020.3K1638
27Invoice with Sales DescOff-brand / legacyCustomInvoice1022003.7K1516···········lowercase merge tokens (review casing)
10Short QuoteOff-brand / legacyCustomQuote1020206.4K2520···········
36Invoice with Contract Report (Asset + User)Off-brand / legacyCustomInvoice1011005.8K3519···········lowercase merge tokens (review casing)
35Invoice with Contract Report (Licence)Off-brand / legacyCustomInvoice1011004.8K2518···········lowercase merge tokens (review casing)
30Invoice with Devices in Contract - Shows AgreementsOff-brand / legacyCustomInvoice1011004.8K2518···········lowercase merge tokens (review casing)
26Invoice with Devices in Contract ReportOff-brand / legacyCustomInvoice1011003.7K1516···········lowercase merge tokens (review casing)
28Invoice with Sales Description - CFOff-brand / legacyCustomInvoice1011004.8K2618···········lowercase merge tokens (review casing)
4_MS_SOBranded (compliant)MS-builtSales Order100Unused00017.8K1638
55MS_DELIVERY_NOTEBranded (compliant)MS-builtDelivery Note100Unused00028.7K2237·
19Short Quote - Note above TableBranded (compliant)CustomQuote100Unused00020.6K2626·
17Spence Test QuoteOff-brand / legacyExperiment/TestQuote30Unused0009.8K2719········
51Triage - Incident ReportOff-brand / legacyCustomReport30Unused00099.2K11011··········
52Triage - Service RequestsOff-brand / legacyCustomReport30Unused00063.0K707··········
43default consignment template (copy)Off-brand / legacyHalo DefaultDelivery Note20Unused0006.7K1318···········
45Default Credit Note Print TemplateOff-brand / legacyHalo DefaultInvoice20Unused0007.5K1516··········lowercase merge tokens (review casing)
38Delivery NoteOff-brand / legacyCustomDelivery Note20Unused0006.7K1319···········
44delivery note (copy)Off-brand / legacyCopy/ExperimentDelivery Note20Unused0009.6K1323···········
49KB Print TemplateOff-brand / legacyCustomKB Print20Unused0006.5K1019···········
50KB Print Template with Headers and FootersOff-brand / legacyCustomKB Print20Unused0006.5K1019···········
6Backup of Default Invoice Print TemplateOff-brand / legacyBackupInvoice10Unused0003.3K1516···········
15Default Consignment TemplateOff-brand / legacyHalo DefaultDelivery Note10Unused0001.8K1412············
7Default Contract Print TemplateOff-brand / legacyHalo DefaultContract10Unused0006.2K1431············
22Default Knowledge Base Print TemplateOff-brand / legacyHalo DefaultKB Print10Unused0002.5K1020············
8Default Report Print TemplateOff-brand / legacyHalo DefaultReport10Unused0001.3K108············
5Default Ticket Print TemplateOff-brand / legacyHalo DefaultTicket10Unused0006.1K1025···········
37Invoice Sales Description and Period with bad reportOff-brand / legacyExperiment/TestInvoice10Unused0004.8K2518···········lowercase merge tokens (review casing)
34Invoice with Contract Report (Asset)Off-brand / legacyCustomInvoice10Unused0004.8K2518···········lowercase merge tokens (review casing)
33Invoice with Devices and Users in AgreementOff-brand / legacyCustomInvoice10Unused0004.8K2518···········lowercase merge tokens (review casing)
32Invoice with Devices in AgreementOff-brand / legacyCustomInvoice10Unused0004.8K2518···········lowercase merge tokens (review casing)
42Invoice with Sales Description - CF V2Off-brand / legacyCustomInvoice10Unused0003.7K1516···········lowercase merge tokens (review casing)
13Invoice with Time BreakdownOff-brand / legacyCustomInvoice10Unused0004.6K2519···········
31Invoice with Users in AgreementOff-brand / legacyCustomInvoice10Unused0004.8K2518···········lowercase merge tokens (review casing)
3Proposal - No Subscriptions/RecurringOff-brand / legacyCustomQuote10Unused00018.0K3524···········lowercase merge tokens (review casing)
14Proposal - One Off and Recurring (annual)Off-brand / legacyCustomQuote10Unused00020.5K3529··········
11Proposal - One Off and Recurring (monthly)Off-brand / legacyCustomQuote10Unused00020.5K3529··········
12Proposal - One Off and Recurring (monthly) with detailsOff-brand / legacyCustomQuote10Unused00021.7K4529··········
18Spence test Quote Json ImportOff-brand / legacyExperiment/TestQuote10Unused0003.5K1618···········
9Acorn Quarterly ReviewOff-brand / legacyCustomReport0Unused0008.9K6012·············
46Default Asset TemplateOff-brand / legacyHalo DefaultOther0Unused0001.2K144·············
47Default Bulk Asset TemplateOff-brand / legacyHalo DefaultOther0Unused0002.0K104·············
48Default Invoice XML TemplateOff-brand / legacyHalo DefaultOther0Unused0006.1K1031···········
16Halo Stats Card 2022Off-brand / legacyCustomOther0Unused0004.4K117·············