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Manage Custom PDF Templates

Save and re-use your Custom PDF settings as a template to share your products with clients, contractors and vendors.

Valeria Albino avatar
Written by Valeria Albino
Updated over a year ago

Note:
Please refer to this article on how to select products you want to share and create a template with your custom PDF settings.

Use Previously Created PDF Template

  1. Press on the Share icon

Note:
The Share button is available in many spots across the application:

  • Product Status tab >> three-dot menu >> Share button

  • Product Status tab >> Multi-select the products using the Checkmark icon to the left >> Share icon in the multitask bar

  • Product details page >> Share icon

  • Order page >> Share icon

2. Then, click on PDF from Template

3. Alternatively, you can choose the desired template from the drop-down in the PDF window
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Delete Previously Created PDF Template

To delete your previously created PDF template, follow the same steps as above and then press on the Trash Can icon next to the template you'd like to remove.

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