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AI PDF Template Generation

The AI PDF Template Generator creates EspoCRM PDF templates from a plain-language description. It generates a template name and a full HTML body designed for PDF rendering, including entity placeholders where appropriate.

Where to Find It

The feature is available from the PDF Template list view.

  1. Navigate to Administration → PDF Templates.
  2. Click Generate PDF Template in the list view header.

How It Works

  1. Click Generate PDF Template.
  2. A modal opens with:
    • Entity Type - optional; used to expose the correct placeholders
    • Description - describe the template you want to generate
  3. Click Generate.
  4. The AI returns:
    • A template Name
    • A complete HTML Body
  5. Review the live preview in the modal.
  6. Click Create Template.
  7. The standard EspoCRM PDF Template create form opens with the AI-generated content prefilled.
  8. Review the result and save.

AI PDF Template Modal

Placeholder Support

When you choose an Entity Type, the generator uses the available fields of that entity to build the placeholder list.

Examples:

  • {name}
  • {assignedUserName}
  • {accountName}
  • {today}
  • {currentYear}

The AI is instructed to use only supported placeholders and keep them in EspoCRM's normal {placeholder} format.

Output Format

The generated PDF template body is:

  • HTML-based
  • Intended for PDF rendering
  • Structured for print-friendly layouts
  • Generated without wrapping <html>, <head>, or <body> tags

Typical output includes:

  • A document header
  • A main content section
  • Tables or structured blocks where useful
  • A footer area

Tips for Better Results

  • Mention the document purpose clearly, such as invoice, quote, proposal, statement, or certificate.
  • Mention sections you want included, for example totals, customer details, payment instructions, or approval blocks.
  • Select the correct entity type so the AI can use the proper placeholders.

Tip

A more specific description usually gives a much better result than a short generic phrase.

Notes

  • The AI does not save anything automatically.
  • The generated template is reviewed in the normal create form before you save.
  • If the entity type is selected, the create form is opened with that entity context and the AI-generated body applied automatically.