📍 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, content, and dynamic data to be included. Template management is accessible via Tools > Document templates.
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 page.
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
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.
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.