Multiple PDF templates; | Feature Requests

Multiple PDF templates;

complete

Dan S

We will have more than one PDF template for job sheets/reports/invoices/quotes. The default PDF template will remain as they are, but each account can change the template on their own account.

October 2, 2018

Dan S

marked this post as

complete

Hello there,
Hope you are well.
We are happy to announce that we have added multiple PDF templates to the system.
Please check the article below on how to change the templates:
https://help.workever.com/en/articles/8596308-choosing-a-pdf-template-style
Kind regards,
Dan

Damien Knight

Merged in a post:

Custom Form PDF Templates;

Dan S

Have the ability to change the design of the PDF form that is displayed on the system e,g. change colour of Forms, add a logo, etc.

July 24, 2022

Byron Sanders

I would like to see this

Sean Quinn

This would be good. The ability to change the top of them in terms of where the logo is placed and to add some company details next to it. Colour, fonts, etc.. would be good too to be able to change.

Dan S

Merged in a post:

Have an option to make signature on Job Sheet/Report bigger;

Dan S

Maybe have an option to do this through Settings -> Job Sheet/Report for users who want the signature to be bigger.

May 27, 2020

Julianne Jenkins

We would also like to be able to add additional images, like certification logos to the Quote.

Damien Knight

marked this post as

under review

Dan S

Also have a way to re-arrange logo on the page.

Dan S

Have a way to remove items from the invoice e.g. invoice creation date, customer's name, job ID, etc/

Dan S

Bob from Highland Green would also like to remove a header (VAT for example) from the PDF. Please take this into consideration - removing headers, switching the headers around on PDF.

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