- Permission Required: PDF Templates

- Check the Edition-based availability of PDF Templates.

System-Defined PDF Templates

Note: You cannot edit a system-defined PDF template. You can clone it to create a custom PDF template.

Create PDF Templates 

1. Navigate to Setup > Customization > PDF Templates and click Create Template.
   
2. Enter the following details, then click Create:
   
1. Choose Module: The module for which you want to create the template.
   
2. Clone Template: The existing template that you want to create the template from.
   
3. Template Name: A name for the template
   
4. Description: A description for the template
   
   
   
   
3. Make the necessary changes and click Save.

Customize PDF Templates 

You can customize the PDF templates by adding new sections, changing the colors, fonts, etc.

 

To add a new section to the template:

1. Navigate to Setup > Customization > PDF Templates.
   
2. Click the PDF template you want to customize.
   
3. In the PDF Template Builder page, drag and drop the type of section you want to add.
   
   
   
   
4. Customize it as required and click Insert.
   Refer to this section to learn how to customize the different types of sections.
5. Apply the required appearance customizations.
   Refer to this section to know about the various appearance customization options available in different sections.
6. Click Save.

Managing the sections

You can edit, remove, or rearrange [] the sections. You can also delete a section using the Delete [  ] icon at the bottom of the right pane. The deleted section will be moved to Unused Sections. From the Unused Sections, you can retrieve it by dragging and drop it back to the desired position.

Types of  PDF Template Sections

1. Field section
   
2. Table Section
   
3. Column Section
   
4. Line Item Section
   
5. Terms And Conditions
   
6. Customer Notes
   
7. Top Section
   

Field Section 

1. Enter a section header.
   
2. Click on + Add Field and choose a field.
   You can add as many fields (both default, and custom) as present in the module.
3. Use to rearrange the position of an entry. Use to delete an entry.
   

One Column Section 

1. Enter a section header.
   
2. Enter a title for the section
   
3. To add a placeholder, type #. From the dropdown, select a module whose field value you want to use. Search the field you want to use and select it. The placeholders will get replaced with actual values in the service document.
   

Two Column Section

1. Enter a section header.
   
2. Enter a title for the section
   
3. To add a placeholder, type #. From the dropdown, select a module whose field value you want to use. Search the field you want to use and select it. The placeholders will get replaced with actual values in the service document.
   

Table Section 

In this section, the data is presented in a tabular format.

 

The following appearance customization options are available for the table section:

 

S.N	Element	Description
1	Show Header	Select the checkbox to include the header in the section
2	Section Header - Border Color - Background - Font Size - Font Color	- To apply a color to the border of the section header - To apply a background color to the section header - To change the font size of the header text of the section - To apply a font color to the header text of the section
3	Table - Border Color	- To apply a color to the border of the table
4	Table Header - Background - Font Size - Font Color	- To apply a background color to the table header - To change the font size of the header text of the table - To apply a font color to the header text of the table
5	Table Body - Background - Font Size - Font Color	- To apply a background color to the table - To change the font size of the text inside the table - To apply a font color to the text inside the table

 

Line Item Section 

1. Click on Edit from more options [ ].
   
2. Perform the required changes and click Update.
   
1. Click to open the Column Selector. Select/deselect the columns you want by checking/unchecking their checkboxes. Use to rearrange the position of the columns. Click Apply.
   
2. To add an aggregate field, click Add Field and choose a field. Click to remove a field.
   

Terms And Conditions 

Customer Notes 

Top Section 

Points to remember

1. The range of the font size is 8 - 15.
   
2. The range of the font weight is 500-900.

Using PDF Templates

You can use the PDF templates in the following places:

1. When you download or print a record from the Requests, Estimates, Work Orders, or Service Appointments modules.
   
   
   
   In the mobile app, after you choose the download or print option, click on the template name at the top to see the list of available templates.
   
   
   
   
2. While emailing estimates, you can choose the PDF template to be used for the Estimate PDF that you add as the attachment.
   

Manage PDF Templates  

You can edit [], delete [], or rename a custom PDF template and also see its preview.