Change offer PDF

The PDF settings allow you to fully customize the PDF that is generated and emailed to the customer when an offer is created. Access the PDF settings via Settings > Documents, then click the Edit button for the entry individual_offer.

Settings

The settings area contains general configuration options for the PDF, such as the company logo, page format and number of items per page.

Field	Type	Description
Technical name	Free text input	The unique identifier for the app. Do not change this value as it is required to identify the document draft for generating the offer PDF.
Company logo	Image selector	Upload a new company logo or select an existing image from the gallery of previously uploaded images.
Filename prefix	Free text input	Enter the prefix for files created by the Individual Offer app. The default is offer_.
Filename suffix	Free text input	Enter a suffix for files created by the Individual Offer app (optional, no suffix by default).
Page orientation	Dropdown menu	Select Portrait (default) or Landscape.
Page format	Dropdown menu	Select A4, A5, Legal or Letter. The default is A4.
Items per page	Numerical input	Enter the number of line items that should appear on each page. The default is 10.
Display header	Checkbox	By default, headers are displayed. Uncheck the box to disable headers.
Display footer	Checkbox	By default, footers are displayed. Uncheck the box to disable footers.
Display page count	Checkbox	By default, the number of pages and current page number are displayed. Uncheck the box to disable page numbering.
Display line items	Checkbox	By default, line items are displayed. Uncheck the box to disable line items.
Display line item positions	Checkbox	By default, line item positions are displayed. Uncheck the box to disable line item positions.
Display prices	Checkbox	By default, prices for each item are displayed. Uncheck the box to disable prices.
Display document in “My Account”	Checkbox	Activate this setting to allow the customer to access the document via their My Account page.

Company settings

The company settings area contains company-specific configuration options such as company contact details, VAT number and bank details.

Field	Type	Description
Display company address	Checkbox	By default, the company address is displayed. Uncheck the box to hide the company address.
Company address	Free text input	The registered address of your company. Enter a new text string to change the company address.
Name	Free text input	The company name. Enter a new text string to change the company name.
Email address	Free text input	The company email address. Enter a new valid email to change the email address.
Phone number	Free text input	The company telephone number. Enter a new valid phone number to change the company telephone number.
Website	Free text input	The company website address. Enter a new valid URL to change the company website address.
Tax number	Free text input	The company’s tax number. Enter a new valid tax number as required.
Tax office	Free text input	The company’s registered tax office. Enter the name of the tax office as required.
VAT Reg. No.	Free text input	The company’s registered VAT number. Enter a valid VAT number as required.
Bank	Free text input	The company’s bank. Enter the name of the bank as required.
IBAN	Free text input	The company’s IBAN number. Enter a valid IBAN number as required.
BIC	Free text input	The company’s BIC number. Enter a valid BIC number as required.
Place of jurisdiction / Commercial register No.	Free text input	The place of jurisdiction (city) or commerical register number. Enter either of these as required.
Place of fulfillment	Free text input	The place of fulfillment for legal disputes. Enter a location as required.
Business executive	Free text input	The managing director or CEO of the company. Enter the person’s name as applicable.

Assignment

The setting Document Type cannot be modified.