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PDF templates (creation)

Why this matters

PDF templates are the pre-built documents that produce your quotes, invoices, contracts, receipts. As an administrator, you create and maintain them.

Create a template

  1. Sidebar → Settings → PDF templates → Create.
  2. Fill in:
  3. Name ("ES Quote", "EN Invoice", "Services Contract").
  4. Module it's generated on.
  5. Language.
  6. Save and enter the editor.

Editor structure

  • Header — logo and company info on every page.
  • Body — main content with tokens.
  • Footer — page number, legal address.

Each area is edited with rich HTML.

Dynamic tokens

To insert data:

  • {{contact_name}}
  • {{invoice_folio}}
  • {{date}}
  • {{line_items_table}} — automatic line items table.
  • {{total}}

Editor → Insert token shows available ones.

Screenshot: template editor

Conditional blocks

  • {{#if has_discount}} ... {{/if}}
  • {{#each line_items}} ... {{/each}}

Custom CSS

Editor → Custom CSS tab for typography, colors, margins. mPDF (the engine) has limitations — not all CSS3 works.

Test the template

  1. Preview with a sample record.
  2. Verify tokens substitute.
  3. Review format at different content sizes.

Associate templates with modules

Associations tab → add the modules where it'll be available. Mark as default if you want it suggested.

Watch out for

  • mPDF has quirks. CSS attribute selectors are ignored. Use class or ID selectors.
  • Don't modify in production without testing.
  • Version critical templates.

Where to next