Adding, modifying and deleting PDF templates
A PDF can be personalized and made to look exactly the way you'd like it to. This way, whenever you send out a document (quote, invoice, order, etc.) from your site, it looks professional and includes all the necessary data by default. Everything you see on a PDF can be modified under Settings > Site settings > PDF templates
You can modify an existing template or create a new one. To make it even easier for you, we've added a PDF library with six designs to choose from, so all you need to do, is take your pick.
A template can be copied (if permitted by the administrator) and modified in the template modify view.
Let's take a closer look at the quote template.
A template is divided into six sections:
- Settings
- Header
- Main content
- Products table
- Footer
Settings
The settings tab is where you can modify the font type, margins, logo size, etc. Take a look at how to add a logo to your PDFs.
The following table will help you choose a font type:
Header
Information in the header box is displayed on the header of the PDF file, except the first page.
The text between [a]-tags will be replaced with corresponding dynamic values.
First-page header
Information in the header box is displayed on the header of the PDF file's first page.
The text between [a]-tags will be replaced with corresponding dynamic values.
Main content
The context of the quote is in the tab template text.
Text between [a]-tags will be replaced with corresponding dynamic values.
Standard values can be selected from the list of dynamic fields.
Price calculation table
One part of the template is the price calculation table with products and prices.
You can create a price calculation table by dragging in the fields you need and removing those you don't. When you write a field name in the title box, that name will be displayed on the PDF instead.
The number indicates the field width, the sum of which should be 100% if you wish to use the width of the page size.
You can also modify color options, grouping options, etc.
Overall footer
Information in the footer box is displayed on the footer of the PDF file.
The text between [a]-tags will be replaced with corresponding dynamic values.
Custom fields
You can also create custom fields. This means you can have any field you like, where you like it. For example a field "product count".
In order to create a new field, click on Add (or use the settings menu Custom fields).
Fill out the information:
The field is added to where the cursor was in the template, or it can be selected from the dynamic field list.
You can also simply type regular text in the boxes, but entered text will be displayed the same in every language despite the chosen PDF template language. For example, 'Make note of the VAT No' will be the same also on a German template.
It's wise to use tables to align text.
The width of the table needs to be 100% to be fully usable. Click on the table and select the first icon from the left Table of properties.
Also, add a frame to the table, otherwise, the table is shown on the PDF without any border. For example, 2 pixels.
If you wish to add a page break, add a field New page.
