PDF templates do not change the text of contracts. Contract text is defined in Contract templates.
When to use
So that PDFs come out with your company’s visual identity.Create a template
1
Open the list
Go to Registrations → Templates → PDF Templates and click to create.
2
Choose the Template Type
Each type allows one template per company.
3
Fill in the tabs
See the table below and save.
Template types
The order, cover and label types only appear when the corresponding module (orders or inventory) is available in the plan.
Tabs
Frequently asked questions
Why can't I create a second template of the same type?
Why can't I create a second template of the same type?
Each company can have one template per type. Edit the existing one.
The logo does not appear in the PDF.
The logo does not appear in the PDF.
Use PNG or SVG up to 2 MB and save the template again.
Related pages
Contract templates
Contract text.
Contracts overview
Complete flow.