- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
-
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Scribe/Workbooks Connector
- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
-
Releases & Roadmap
- Roadmap
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Configuring PDF Documents & Templates
Document Templates are used to create PDF output documents in Workbooks. These are used to create 'final' print-ready documents (as opposed to plain templates which are based on 'HTML' and create editable documents). PDF templates can be used to create output for most types of record:
Tip
Check your Own Organisation details are accurate so that they appear correctly on your PDF output documents.
- Opportunities
- Customer Quotations
- Customer Orders
- Invoices
- Credit Notes
- Customer Contracts
- Supplier Orders
- Sales Leads
- Person
- Organisations
- Meetings
- Tasks
- Products
- Cases
By default, Workbooks is supplied with a Document Template called unified.xsl which is configured for use with Quotations, Orders, Invoices, Contracts, Credit Notes and Supplier Orders. System Administrators can change the appearance of this template:
- Changing the colour of the font, the table header backgrounds and gridlines.
- Uploading your company logo for use within the document.
- Controlling whether a signature block or bank account details are displayed on the PDF.
This template pulls through information from your Own Organisation record (such as your company name and address and the VAT and Registration numbers), as well as the relevant data from the specific transaction for which you're creating a PDF document.
Most customers can achieve the output they require using the default unified.xsl template. However, by uploading a custom template you can create PDFs with completely different appearance and content while still retaining the ability to customise it in minor ways. The section Creating Custom Document Templates describes how to do this.
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