Published at: 2025-10-30
Print Template Overview
Businesses can tailor exclusive print templates for various business objects based on their operational needs and preferences. Leveraging the built-in advanced text editor, users can effortlessly adjust page layouts. When importing data fields from business records into the editor, a simple click automatically populates the corresponding positions, significantly streamlining the workflow. This efficient and user-friendly feature enables quick printing of business documents that meet specific requirements.
| Feature | Description | Use Case |
|---|---|---|
| Word Print Template | Supports Word templates (independent of template designer), allowing direct upload of Word documents as print templates. | Scenarios requiring Word formatting, such as Contracts. Enables WYSIWYG template creation using Word’s native capabilities. |
| Excel Print Template | Supports Excel templates (independent of template designer), allowing direct upload of Excel documents as print templates. | Scenarios requiring Excel formatting, such as orders or Quotations. |
| PDF Print Template | Uses the embedded rich text editor to configure print templates online for printing. | Scenarios requiring PDF formatting with support for online template editing. |