---
title: Document templates
description: "> 📍 **Where can you find this module?** > *Main menu > Tools* --- ## Introduction **Document templates** allow you to generate personalized PDF documents from Kafinea data: invoices, quotes, purchase orders, delivery notes, etc. Each template defines the layout,…"
url: "https://www.kafinea.com/en/help/templates/document-templates/"
updated: "2023-11-28"
category: Templates
---

# Document templates

> 📍 **Where can you find this module?**
> *Main menu > Tools*

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## Introduction

**Document templates** allow you to generate personalized PDF documents from Kafinea data: invoices, quotes, purchase orders, delivery notes, etc. Each template defines the layout, content, and dynamic data to be included. Template management is accessible via ***Tools > Document templates***.

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## 1. Create a document template

A document template consists of:

- **Name**: the name of the template
- **Module**: the module for which the template can be used (Invoices, Quotes, Orders...)
- **Content**: the body of the document with the layout and shortcodes to insert dynamic data

Shortcodes (variables) allow you to automatically insert data from the record into the document: customer name, amount, date, line items, etc. For the full list of available shortcodes, see the [Shortcodes](https://www.kafinea.com/fr/documentation/modeles/les-shortcodes/) page.

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## 2. Generate a document

From the record record (invoice, quote...), use the ***Export PDF*** button to generate the document from the configured template. The generated PDF can then be:

- Downloaded
- Sent by email directly from Kafinea
- Sent for electronic signature

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## 3. Customization

Templates can be customized to reflect your company's visual identity:

- Company logo and header
- Footer with legal notices
- Layout of line item tables
- General terms and conditions of sale

> **Good to know**: You can create several templates for the same module. For example, a standard quote template and a detailed quote template.

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## 4. Frequently asked questions

**How do I add my company logo?**
 The logo is automatically retrieved from the active company record. Make sure a logo is correctly configured in ***Settings > Companies***.

**Can I have different templates per company?**
 Yes, templates can be configured per company in multi-company mode.

**How do I modify the layout of an existing template?**
 Edit the template from ***Tools > Document templates***. Changes will apply to all future documents generated with this template.

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## Related references 🔗

- [Email templates](https://www.kafinea.com/fr/documentation/modeles/les-modeles-d-emails/)
- [Shortcodes](https://www.kafinea.com/fr/documentation/modeles/les-shortcodes/)
- [Electronic document management](https://www.kafinea.com/fr/documentation/gestion-documentaire/la-gestion-electronique-des-documents/)