Within the settings, you have the option to customize templates. To do this, select the Customize section in the sidebar menu. There, you have access to the Template Manager.
The Template Manager allows you to design print templates for PDFs. You can create, upload, and position custom headers and footers. The basis for business document templates, such as quotes and invoices, is the DIN 5008 Form A standard. Accordingly, the maximum dimensions are 27 mm for both header and footer.
In addition to visual customization options, the Template Manager also allows you to save predefined header and footer texts. These can consist of fixed text or be dynamically created using the formula field.
Through selection fields for dynamic customization, you can access all object fields, available operators, and functions to create rule-based text generation.
Beispielcode
IF($Quotes.ContactSalutation==mr AND $Quotes.ContactName!=""){Good day Mr. $Quotes.ContactName}
ELSEIF($Quotes.ContactSalutation==ms AND $Quotes.ContactName!=""){Good day Ms. Frau $Quotes.ContactName}
ELSEIF($Quotes.ContactSalutation==mx AND $Quotes.ContactName!=""){Hello $Quotes.ContactName}
ELSE{Dear Sir or Madam},
we appreciate your interest. We are pleased to present you with the following offer: