With Katana, users on a Standard plan or higher can customize PDF printouts to better align with their workflows and branding. This is done using a third-party editor integrated directly into Katana: PDF Generator API.
Looking for step-by-step instructions? Learn how to create and edit print templates here.
What you can customize
Custom templates give you control over the design and data fields in your printouts. For example, you can:
Add your logo for brand consistency
Modify headers and footers for a personalized format
Show or hide specific data fields for different workflows
Add barcodes to streamline picking, delivery, or shipping
Include payment terms, bank details, or customer instructions in invoices
Need help? Reach out to support if you're stuck setting up new templates.
How it works
Katana uses a third-party tool — PDF Generator API — for building and editing templates. You’ll use this editor to customize layouts, add logic to fields, and create templates that best serve your internal or customer-facing documents.
Key terms to know
Here are a few important definitions to get you started:
Document type – A category of documents with specific data fields (e.g., sales order, purchase order, quote).
Base template – A predesigned layout provided by Katana for each document type (e.g., sales order, packing list).
Custom template – A template you build or edit based on a base template. These are shared across your company for that document type.
PDF Editor – The integrated tool powered by PDF Generator API, where you visually edit the layout and data of your templates.
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