Published at: 2026-09-17
Print template overview
Learn about the business value, core capabilities, and use cases of custom print templates.
Business value
Enterprises can tailor print templates for any business object based on their specific requirements. Using the built-in rich-text editor or by uploading pre-designed documents, users can easily adjust page layouts. When you need to insert business record data into the editor, a single click populates the data in the appropriate positions, greatly simplifying the workflow. With this feature, users can quickly produce professional business documents such as contracts, quotes, and delivery notes, improving collaboration and external communication.
Core capabilities
The system supports multiple print template types to meet different formatting requirements:
| Feature | Description | Use case |
|---|---|---|
| Word print template | Supports Word templates (independent of the template designer). Upload a Word document directly as a print template. | Suitable for Word-format scenarios such as contracts. Leverage Word’s native capabilities to build WYSIWYG templates. |
| Excel print template | Supports Excel templates (independent of the template designer). Upload an Excel document directly as a print template. | Suitable for Excel-format scenarios such as orders, quotes, and reconciliation statements. Ideal for tabular layouts and data calculations. |
| PDF print template | Uses the built-in rich-text editor to configure print templates online. | Suitable for PDF-format scenarios. Supports fast online editing and outputs standard PDF documents. |
Interface overview
