PDF Templates Management

### Overview The PDF Templates module in Orbitus provides a powerful, visual builder for designing custom PDF documents. Instead of relying on static files or hardcoded designs, you can create dynamic templates that automatically populate with data from your workspace (such as customer details, order totals, and product lists). This is essential for generating automated invoices, formal sales quotes, legal contracts, and custom reports. ### The Template Builder When creating a new PDF template (`/admin/definitions/pdf/templates/new`), you have access to a rich drag-and-drop editor: - **Layout & Structure:** Define page sizes (A4, Letter), margins, headers, and footers. - **Dynamic Variables:** Insert placeholder tags (e.g., `{{customer.name}}`, `{{order.totalAmount}}`) that will be replaced with real data when the document is generated. - **Tables & Lists:** Easily add repeating tables for items like invoice line items or product catalogs. - **Styling:** Customize typography, colors, and branding elements to ensure generated documents match your corporate identity. ### Creating a Template 1. Navigate to **Definitions > PDF Templates** (`/admin/definitions/pdf/templates`). 2. Click **Create Template**. 3. Select the template **Context** (e.g., Sales Quote, Invoice, Contract, Generic). The context determines which dynamic variables are available in the editor. 4. Use the visual editor to design your document. 5. Preview the template with sample data to ensure the formatting and variable mappings are correct. 6. Save and publish the template. ### Integration and Usage Once a template is published, it becomes available across relevant platform modules: - **Sales Quotes:** Reps can generate formal PDFs from quotes using a selected template and send them directly to clients. - **Orders & Payments:** Automatically generate PDF invoices when an order is completed or a payment is successful. - **Workflows:** Use the "Generate PDF" workflow action to automatically create documents based on specific triggers (e.g., creating a certificate when a course task is completed).