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PDF Template Generation

Generate an EspoCRM PDF Template from a plain-language description.

Use it

  1. Open Administration > PDF Templates.
  2. Click Generate PDF Template.
  3. Optionally select the target entity.
  4. Describe the document and required sections.
  5. Set the page format, orientation, and margins. Optionally add a header, footer, or custom CSS.
  6. Generate and review the preview.
  7. Click Create Template.
  8. Review the normal create form and save.

PDF Template generator

Selecting an entity lets the generator use its available placeholders, for example {name} or {accountName}. The output is an HTML fragment intended for PDF rendering.

The generator does not save automatically. Verify every placeholder, table, total, and conditional section in a test record before production use.

The user needs AI, AI Templates, and create access to PDF Templates.