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Guide overview

This guide explains how to create documents such as quotations, delivery slips, invoices, and purchase orders using data from Sanka and external integrations.

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Step 1: Open template settings

  • From the left menu, go to Workspace > Object Management and select the target object.
  • Open Document Template (PDF) at the bottom of the property settings.
Select the object whose template you want to edit. Here, we chose the Invoice object as an example. Scroll to the bottom of the property settings and you will find the document template settings. Configure the required items.

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Step 2: Choose a base template

  • Click Preview in the list to check the design.
  • First, decide the template type. Click a template thumbnail to see the preview.

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Step 3: Set basic information

Configure the items that should appear on the template. You can set the following:
  • Title: Reflected in the title at the top of the document.
  • Header block: Add or remove properties such as ID and issue date.
  • Recipient / Sender block: Specify which customer and company information to display.
  • Payment block: Set billing address and payment terms.
  • Notes block: Add remarks or messages.
Use data from Sanka or external systems to populate the document. If you select Fixed value, you can enter any text directly (single-line or multi-line).

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Step 4: Adjust the line item block

  • Under Line item columns, select the columns to show in the detail table (for example, item name, SKU, unit price, tax category, tax inclusive/exclusive).
  • Click Add line item to add a property. Use the left side to choose the property, the right side to edit the column header, and the drag handle on the left to reorder.
  • Use Line item text color to change header text color, and Line item font size to adjust the size.
  • Company logo / company seal: Display images registered in the Company Logo and Company Seal properties on the document.
  • Set background color / theme color / font and size for each template.
  • In the footer template, select the page number format (for example, Page 1 / 4, 1 of 4, or page number only).

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Step 6: Save changes and preview

After configuring everything, be sure to click Update. After updating, use Download preview in the top-right to check the PDF with real data applied. Sample after configuration

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Notes and troubleshooting

  • If the logo or company seal does not appear, check that the image is uploaded and that the selected template supports a logo area.
  • Changing line item columns changes the detail display in the PDF. Keep any columns required for tax and amount calculations.
  • If the output does not match your expectations, review the layout preview and adjust the base template or color settings as needed.