Create and Use Custom PDFs

You can now create custom PDFs to customize your documents exactly as you want them to look. Follow this step-by-step guide on how to do that.

Create a custom PDF

  1. Start by accessing the Configuration tab and choosing Settings to open detailed configuration options.

  1. Navigate to PDF Templates in the left menu.

  1. Click Add PDF Template to begin creating a new custom template.

  1. You may choose Start From Scratch if you want to design a template without using a pre-made layout.

  1. You can also select the Customize Curated tab to access ready-made PDF templates for quick personalization.

  1. Click the more options menu and click Preview this template. Let's use a Sales Order template in this example.

  1. Click the Customize button to modify the layout or content of your selected template.

  1. Edit the Name field to set a clear, descriptive title for your new PDF template.

  1. Switch to the HTML tab to modify the structure and content of your PDF template.

  1. Click the CSS tab to adjust the visual styling of your template.

  1. Click the Generate button to preview your PDF with the current configuration and data.

  1. Open the OPTIONS tab to adjust additional settings and preferences for your template.

  1. Click Save and Close to finalize your custom PDF template and exit the editor.

Use a custom PDF template

  1. To use the custom PDF we just created, select Sales Orders in the Sales tab.

  1. Choose a specific sales order to view or edit its details.

  1. Click on the printer icon for more options.

Your PDF templates are right under "CUSTOM PDF."

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