Published at: 2025-10-30
Print Template Overview
Organizations can create custom print templates for various business objects to match their operational needs and preferences. Using the built-in rich text editor, users can easily adjust page layouts. When importing data fields from business records into the editor, a single click inserts the data into the corresponding locations, streamlining the process. This efficient feature enables users to quickly produce printed business documents that meet their requirements.
| Feature | Description (brief) | Typical Use Case (brief) |
|---|---|---|
| Word Print Template | Supports Word templates (independent of the template designer); you can upload a Word document directly as a print template. | Scenarios that require Word format, such as Contract. Use Word’s native capabilities to build WYSIWYG templates. |
| Excel Print Template | Supports Excel templates (independent of the template designer); you can upload an Excel document directly as a print template. | Scenarios that require Excel format, such as orders or Quotation. |
| PDF Print Template | Configure print templates online using the embedded rich text editor for PDF output. | Scenarios that require PDF format; supports online template editing. |