Every document can be printed and downloaded as a polished PDF, rendered through its document template. It is how a quotation or invoice becomes the page your customer actually receives.
- How a document becomes a PDF
- How templates shape the output
- Choosing between templates
From document to PDF
A print or download action turns any document into a PDF, laid out by the document template assigned to its type. The same data you entered, your lines, totals, parties and remarks, is poured into a branded design, ready to send or file.
Templates do the styling
What the PDF looks like is entirely the template's job, the logo, the layout, where remarks and totals sit. A document type can have several templates (a full invoice and a simplified one, say), with one marked the default; you can pick another when you print. The templates themselves are designed in the document template editor.
Good practice
- Keep one clear default per document type, and add variants only where a real second format is needed.
- Preview on real data (long descriptions, many lines, multiple pages) before relying on a template.
Related
- Reference: Document Templates (the designer)
- Reference: Remarks (the customer message that prints)