> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# PDF templates

> Customize the look of PDFs for orders, covers, labels and reports: logo, color, company data, displayed blocks and header, terms and footer texts.

**PDF templates** define the appearance of the documents generated by Notfy, such as service orders, quotes, product labels and reports.

> [!NOTE]
>
> PDF templates **do not change the text of contracts**. Contract text is defined in [Contract templates](https://docs.notfy.ai/en/contratos/templates-de-contrato.md).

## 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

| Type | Used in |
| :- | :- |
| **WO / Order / Quote** | PDF of the order or quote. |
| **Order Cover** | Order cover. |
| **Product Label** | Printed labels. |
| **Reports (Report Center)** | Branding of exported reports. |

The order, cover and label types only appear when the corresponding module (orders or inventory) is available in the plan.

## Tabs

| Tab | What to configure |
| :- | :- |
| **Identity** | **Template Name**, **Document Title**, **Primary Color**, **Font Size (pt)**, **Company Logo** (PNG or SVG, up to 2 MB), paper **Format** and **Orientation** and, for labels, the dimensions. |
| **Issuer Data** | Replaces the company data in the PDF: legal name, CNPJ / CPF, phone, email, website and address. If left blank, uses the workspace data. |
| **PDF Sections** | Separate products and services into distinct tables and turn blocks on or off: company data, customer data, items table, totals, notes to the customer and signature area. |
| **Texts** | **Header Text**, **Terms & Conditions** (before the signature area) and **Footer**. |
| **Label** | **Barcode Type** and the fields shown on the label. |

## Frequently asked questions

> [accordion] Why can't I create a second template of the same type?
>
> Each company can have one template per type. Edit the existing one.

> [accordion] The logo does not appear in the PDF.
>
> Use PNG or SVG up to 2 MB and save the template again.

## Related pages

> [card] [Contract templates](https://docs.notfy.ai/en/contratos/templates-de-contrato.md)
>
> Contract text.

> [card] [Contracts overview](https://docs.notfy.ai/en/contratos.md)
>
> Complete flow.


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