Skip to main content

PDF Settings

In this setting, you will configure the PDF file that the customer receives as an attachment after completing the final step in the configurator and providing their email address. You can set the file name, choose a pre-prepared template and modify it to suit your needs, or create your own PDF design.

PDF File Name in Email​

In this window, you will set the name of the PDF file that the customer will receive.

Example entry: Photovoltaic Plant Proposal

Template Selection​

You can select a pre-prepared PDF file template and modify it according to your needs, or you can create your own PDF file design. The pre-prepared template consists of the first page of the PDF (beginning of the PDF), followed by the Dashboard (which can be modified in the "Dashboard Settings" section), and the last page of the PDF file (end of the PDF).

Modification procedure:

  1. First, in the Template Selection section, select whether you want to use a pre-prepared template (which you can then modify) or create your own PDF design.
  2. Then you can choose whether or not to display:
    • the first page of the PDF (Show PDF Beginning) image info
    • the last page of the PDF (Show PDF End) image info
  3. By clicking the Edit button, you can modify or create the design of the beginning/end of the PDF using the editor (described below).

PDF Editor Options​

In the PDF editor, you can create and edit the first and last pages of the PDF file that is sent to the customer. On the first page (beginning of the PDF), we recommend adding your company's logo, any company image, and a short text, for example, "Photovoltaic Plant Proposal by XYZ Ltd." On the last page (end of the PDF), we recommend adding any company image or company logo and contact information for your salesperson or sales department, or you can add an image with your current marketing campaign.

Editor Overview:​

image info

Important information: After creating the PDF page, click the Save button to save your PDF design: image info

Working with the Editor​

Start working with the editor by clicking one of the icons in the upper left corner of the screen. image info

By clicking on the respective icon, you can perform the following actions:

image info - select an existing element on the canvas. By selecting an already added element on the canvas, options for that element will appear on the right side of the screen. The added elements on the canvas are displayed on the left side of the screen: image info By clicking the eye icon next to the selected element, you can temporarily hide that element until you reveal it again. This eye icon can also be found and used in the upper right part of the canvas, where there is also a trash can icon for permanent deletion of the element: image info

image info - move around the canvas (use the mouse wheel to zoom in and out of the canvas).

image info - add a text box. By clicking this icon and then selecting an area on the canvas, you choose where to add a text box with any text. On the right side of the screen, you have these text options:

  • alignment to the canvas, bringing to the front or sending to the back
  • setting the size of the text box
  • selecting the text and background color
  • flipping the text
  • choosing the font, font size, line height, and letter spacing
  • aligning the text in the text box, font style, text direction
  • setting the borders of the text box (rounding, thickness, type, color)
  • adding shadowing
  • setting the canvas (color, number of pages, zoom, centering, overflow)

image info - add a box. By clicking this icon and then selecting an area on the canvas, you choose where to add a box with any color, for example, to highlight or emphasize a text field. On the right side of the screen, you have these box options:

  • alignment to the canvas, bringing to the front or sending to the back
  • setting the size of the box
  • selecting the box color
  • setting the borders of the box (rounding, thickness, type, color)
  • adding shadowing
  • setting the canvas (color, number of pages, zoom, centering, overflow)

image info - add an image. By clicking this icon and then selecting an area on the canvas, you choose where to add any image. The image must be available from the internet (inserted as an HTML link). On the right side of the screen, you have these image options:

  • alignment to the canvas, bringing to the front or sending to the back
  • setting the size of the image, flipping the image
  • selecting the background color of the image
  • entering the HTML link to the image, fitting and aligning the image
  • setting effects (blur, contrast, brightness, saturation, grayscale, transparency)
  • setting the borders of the image (rounding, thickness, type, color)
  • adding shadowing
  • setting the canvas (color, number of pages, zoom, centering, overflow)

image info - add an icon. By clicking this icon and then selecting an area on the canvas, you choose where to add an icon from the list of available icons. On the right side of the screen, you have these icon options:

  • alignment to the canvas, bringing to the front or sending to the back
  • setting the size of the icon, flipping the icon
  • selecting the icon color
  • setting the borders of the icon (rounding, thickness, type, color)
  • adding shadowing
  • setting the canvas (color, number of pages, zoom, centering, overflow)

Important information: After creating the PDF page, click the Save button to save your PDF design:
image info