📍 Where can I find this module?
Main menu > Tools
Introduction #
Document templates allow you to generate customized PDF documents from Kafinea data: invoices, quotes, purchase orders, delivery notes, etc. Each template defines the layout, content, and dynamic data to be included. You can access template management via Tools > Document Templates.
1. Create a document template #
A document template consists of:
- Name: the model's name
- Module: the module for which the template can be used (Invoices, Quotes, Orders, etc.)
- Content: the body of the document, including the layout and shortcodes for inserting dynamic data
Shortcodes (variables) allow you to automatically insert record data into the document: customer name, amount, date, line items, etc. For a complete list of available shortcodes, see the Shortcodes page.
2. Generate a document #
From the record document (invoice, quote, etc.), use the Export PDF button to generate the document from the configured template. The generated PDF can then be:
- Downloaded
- Sent via email directly from Kafinea
- Sent for electronic signature
3. Customization #
The templates can be customized to reflect your company’s visual identity:
- Company logo and letterhead
- Footer with legal notices
- Layout of detail row tables
- Terms and Conditions
Good to know: You can create multiple 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 record . Make sure a logo is properly configured in Settings > Companies.
Can I have different templates for each company?
Yes, templates can be configured for each company in multi-company mode.
How do I change the layout of an existing template?
Edit the template from Tools > Document Templates. The changes will apply to all future documents generated using this template.