Template customization is only available on Standard or higher plans.
If you're looking for a step-by-step guide on how to create and edit print templates, head here.
Katana lets you add your own look and feel to PDF printouts using a third-party tool - PDF Generator API to customize your templates. Customization provides a lot of flexibility to adjust printouts to support your workflows.
For example:
Adding a logo for brand image and consistency (tutorial)
Changing the header, footer for a more personalized look and feel (tutorial)
Managing data fields on the template to include more data for your workflow (tutorial)
Adding barcodes on the printout for an easy picking process in the delivery/shipping workflow (view a sample)
Adding payment terms, bank details, etc to an invoice template to send to customers
If you're stuck and need help setting up new templates, reach out to support.
Some definitions to help to get you started:
Document type - a document with its own set of data fields; for example sales order with data fields related to Sales order, quote with Quote data fields.
Base template - a template that is available for all users from initial signup. Documents have multiple variants of templates available (eg. from sales order document you can print "Packing list" and "Sales order" templates).
Custom template - Standard or higher plan users can use base templates to generate fully custom templates depending on their own needs. These will be available for all users in the company on a specific document type (eg. if you use "Packing list" as a base then your new template will be visible on the sales order document)
PDF Editor - a third-party tool for editing PDF layout and data fields. Katana is seamlessly integrated with the PDF Editor tool provided by PDF Generator API.
Read further here about how to start customizing templates and the basics of the PDF Editor.