Customize your sales order or quote templates by adding specific data fields in Katana using the PDF Editor.
What you’ll need
A Katana account on a Standard plan or higher
An existing custom template (or create one from a base)
Step 1: Open the template in the PDF Editor
Go to
Settings> Print templates
Choose a document type (e.g. Sales order templates).
Click on the 3-dot menu next to an existing template and select Edit.
(If you only have base templates, duplicate one first or create a new custom template.)
Step 2: Add a component to hold the data field
In the PDF Editor, choose the component you want to use — typically Text.
Drag it into position on your template layout.
Step 3: Insert a data field
With your component selected, go to the right-hand sidebar.
Click Insert data field.
Browse or search the list for the field you want (e.g.,
ship_from).Expand folders if needed and click to insert the field.
You’ll see demo data appear, such as “Main warehouse” for the
ship_fromfield.
Notes on formatting and fields
To add extra static text (e.g., a label), double-click the text box and type directly.
Different data types (e.g., dates vs. text) should go in separate components.
Preview your layout under View > Preview, and Save your template from the File menu or with
Ctrl/Cmd + S.
Understanding Expressions and HTML content
Fields like addresses often use
[EXPRESSION]— this allows conditional display logic.[HTML CONTENT]is used for fields like SKU, serial numbers, and batch tracking, and includes extra formatting.To inspect the raw contents of a field:
Click the field
View the data under the Raw value section
Want to add fields to tables?
Check this guide on adding fields to a table or container component.
Need help?
Review the full PDF Editor basics guide
Or get help directly from the PDF Generator API support portal
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]