You design the header, line area and footer by drag and drop; page size, row limit and logo are stored on the template. From a list or edit screen you choose Print or Download PDF and pick the template that fits the document type.
The output is fed by the record itself, so you don't keep a separate design program or a Word copy.
Who is it for?
Operations teams take daily document output. Accounting and sales managers standardize the company logo and field layout. IT / system admins manage default and custom templates under System → Templates → Printing. Field teams produce output in the office; mobile does not carry the heavy office PDF flow.
How it works
Visual templates are seeded by document type; you build your layout on top. In the designer you edit header, content rows and footer regions. You place %Token% placeholders from the field catalog. The logo binds via a bunny.net URL.
From a list or document menu you choose Print / Download PDF; matching templates are listed. Printing compiles the visual template first, then uses the HTML→PDF path. Unauthorized or invalid template ids are rejected.
Document entry creates the record; the list experience takes output from a scanned row. Permissions limit who may print. e-Document XSLT designs are for GİB legal output and stay separate from operational print templates.
Ready-made template for every document
Every company automatically receives a separately designed, ready-made print template for each of 19 document types; you don't start from a blank page. Templates open in the visual designer.
- Coverage: order, invoice, delivery note, quote, purchase request, collection/payment receipt, bank transfer/virement, account opening, inter-warehouse order/dispatch, asset service request and marketplace shipping label.
- Customization: edit colors, font size, borders, layout and fields by drag and drop.
- Kept across updates: your customizations are not overwritten by version updates.
- Back to default: restore a template to its original with one click on "Restore default".
- Status label in the list: each template shows a Default or Customized label.
Benefits
Every printout comes from one place, with the same logo and layout. Drag-and-drop design needs no HTML. Lists and documents use the same templates. Start with the default templates and customize later.
Relation to modules and products
Sales, purchasing, stock, finance and related document types use these templates. You design and print on Platform Web. CRM quote and order PDFs can use the same printing setup.
FAQ
Is this the same as e-document XSLT? No. XSLT is GİB / integrator output. Print templates are for operational PDF and printer output.
Is there a designer on mobile? No. Design and heavy PDF stay on web.
Where is the logo stored? Via bunny.net URL; there is no local-disk template logo.
Next step
Open the default visual template for one document type, add your logo, and take a PDF from the list. Begin with Try Free, then connect it to the document entry loop.