Module Ultimatepdf EN

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Documentation Utilisateur

Information

Module name	UltimatePDF
Editor / Editeur
Download or buy page / Page achat ou téléchargement	External module - www.dolistore.com
Status / Statut / Estado	Stable
Prerequisites / Prérequis	Dolibarr min version: See on Dolistore    Dolibarr max version: See on Dolistore
Last update date / Date mise à jour fiche / Fecha última actualización	2026-04-18
Note / Nota	⬆ Back to top

Features

The true Swiss Army knife with over 100 blades! that lets you customize your PDF documents to match your company's visual identity. You can choose:

• Font color, border color, and frame background color.
• The style of border lines (solid or dashed).

Adds many features to documents:

• PDF document concatenation on all document types (T&Cs, technical datasheets...).
• Independent reference column.
• Line numbering column.
• Independent image column.
• Signature and "Approved" stamp block.
• Currency symbols displayed after amounts.
• Bill of Exchange (LCR) for invoices.
• And much more....

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Prerequisites

Dolibarr: Supported versions:

• 20.x
• 21.x
• 22.x
• 23.x

Each version of UltimatePDF corresponds to the equivalent version of Dolibarr:

• UltimatePDF 20 → Dolibarr 20
• UltimatePDF 21 → Dolibarr 21
• UltimatePDF 22 → Dolibarr 22
• UltimatePDF 23 → Dolibarr 23

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⚙️ Installation Procedure

⚙️ Manual Installation

1. Download the module archive file (.zip).
2. Place the file in the Dolibarr root directory.
3. Unzip the file using the command:

unzip module_ultimatepdf-X.0.0.zip

1. Verify that the correct module location is:

htdocs/custom/ultimatepdf

1. The module is now available and can be enabled from Dolibarr.

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⚙️ Installation via the Dolibarr Interface

You can also deploy and install the module directly from the Dolibarr interface:

1. Go to the Configuration > Modules/Applications menu.
2. Go to the Deploy/Install an external module tab.
3. Click Choose a file and select the module .zip file.
4. Click Send File to start the installation.
5. Enable the module once installation is complete.

✅ The module is now operational and ready to use!

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⚙️ Configuration

To use this module, you must first enable it. After logging in with an administrator account:

1. Go to Home > Configuration > Modules.
2. In the Main Modules / Multi-module Tools tab, find UltimatePDF.
3. Click the activation button.
4. A settings icon appears at the end of the module row. Click it to access the settings.

Once enabled, the module supports several document templates in Dolibarr:

Supported Document Templates

• ultimate_propal: Commercial proposal templates.
• ultimate_order: Order document templates.
• ultimate_invoice: Invoice templates.
• ultimate_shipment: Shipping slip templates.
• ultimate_receipt: Customer delivery receipt templates.
• ultimate_supplierinvoice: Supplier invoice templates.
• ultimate_supplierorder: Supplier order templates.
• ultimate_supplierproposal: Supplier price request templates.
• ultimate_project: Project report templates.
• ultimate_contract: Contract and subscription templates.
• ultimate_expensereport: Expense report templates.
• ultimate_product: Product document templates.
• ultimate_bom: Templates for the BOM module.

✅ Once enabled, the module is immediately operational and ready to use in Dolibarr.

Quick Access

You can access the module configuration from its dedicated menu in Dolibarr. If you need help, click the "?" button in the top right corner of the interface.

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• Template example: [[1]]

Template Configuration

Module-specific configuration page:

On the module's dedicated configuration page, several tabs are available:

• Templates Tab

Here you can create and edit your templates:

1. Fill in the label field to give your template a name.
2. Give a description of your template so you can find it easily (e.g. "My blue template with VAT and References").
3. Option to use a different font than the one configured in the language file, for example "DejaVuSans". Personally I like Raleway and Roboto.

( Warning: some exotic fonts cause display issues with currencies, and don't forget to select one or the system will crash)

1. Display a background image on your templates.
2. Remember to adjust the background image transparency, as it may hide certain areas of the document.
3. Configure the image position using X and Y coordinates.
4. Option to use a PDF as the document background. ( ! Warning: This feature can behave unpredictably, for example it may only apply on every other page, etc...)

( Info: a new full-width banner layout is now available)

Option to use a different logo than your company logo (for themed subsidiaries, for example).

1. Allows you to hide the alternate logo without deleting it, and display your company logo instead.
2. You can hide your company logo and only display the company name, or use the alternate logo in full page width.
3. Allows displaying the Qualibat logo in the footer of PDF documents.

Option to change the contact details of the issuing company.

1. Upload an image (A4 page size) to display on the first page of a commercial proposal; it will be added to the list of preconfigured pages available for selection.
2. Use the color picker to set a background color for address blocks.
3. Use the color picker to set a background color for column headers.
4. Use the color picker to set a border color.
5. Use the color picker to set a text color.
6. Use the color picker to set a QR code color.
7. Show or hide the background color of address blocks independently.
8. Configure the border line style (dashed or solid).
9. Configure the background color transparency.
10. Configure the corner radius (rounded or right-angled).
11. Show or hide the VAT column and amounts.
12. Swap the sender/receiver address block positions.
13. Show or hide column borders.
14. Adjust your document margins.

1. Adjust the width of the line numbering column.
2. Show or hide the reference column.
3. Adjust the width of the reference column.

1. Adjust the width of the description column.
2. Adjust the width of the image column.

1. Adjust the width of the VAT column.
2. Adjust the width of the unit price column.

1. Adjust the width of the quantity column.
2. Adjust the width of the unit column.
3. Adjust the width of the discount column.

1. Change the height of the free-text block area (at the bottom of the page).
2. Change the font size of the free text.
3. Display the signature of the assigned representative in the public note block.

1. Configure the footer text color.

Now don't forget to select your template by clicking the icon in the top right menu.

Select the template from the dropdown list.

Online training: [[2]] (based on an older template, but the principles remain the same)

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Options Tab

See the Options Tab page.

You can manage the following features here:

Address block construction rules:

- Hide the alternate logo.
- Hide your company logo.
- Use the contact's company name in the delivery address.
- Add the public note to the source address block.
- Display phone, fax and email when a contact address is used.
- Use a contact's company name in the document.
- Hide the intra-community VAT number in address blocks.
- Display professional ID in addresses - Prof. ID 1 (SIREN) - Source address
- Display professional ID in addresses - Prof. ID 2 (SIRET) - Source address
- Display professional ID in addresses - Prof. ID 3 (NAF-APE) - Source address
- Display professional ID in addresses - Prof. ID 4 (RCS/RM) - Source address
- Display professional ID in addresses - Prof. ID 5 (EORI number) - Source address
- Display professional ID in addresses - Prof. ID 1 (SIREN) - Third-party address
- Display professional ID in addresses - Prof. ID 2 (SIRET) - Third-party address
- Display professional ID in addresses - Prof. ID 3 (NAF-APE) - Third-party address
- Display professional ID in addresses - Prof. ID 4 (RCS/RM) - Third-party address
- Display professional ID in addresses - Prof. ID 5 (EORI number) - Third-party address

You can manage the following features here:

Column construction rules:

- Hide the long description in the description column.
- Hide references in the description column.
- Hide all data in columns after the description (VAT, list price, Qty, Discount, Total).
- Display lines with amounts including tax by default.
- Hide only the VAT column, but display amounts in the total.
- Hide pre-tax amounts.
- Hide quantities.
- Hide VAT amounts.
- Enable the units column for products.

Miscellaneous settings

- Hide the bank account RIB section.
- Use automatic line wrapping for the free-text footer.

- Add the ability to automatically attach your Terms & Conditions to PDF documents (invoices, quotes, orders).

Other options

- Display the third-party barcode at the bottom of your documents.
- Default barcode type used for third parties.

Paper format

- Paper format.

Settings can now be configured independently for all document types

- Add a dashed line between product/service lines.
- Display a folding mark at one-third of the page.
- Display product photo thumbnails in your Proposals.
- Display product photo thumbnails in your Orders.
- Display product photo thumbnails in your Invoices.
- Do not repeat the header on multi-page documents.
- Display an alternate logo instead of the company logo.
- Display a background image on your documents.
- Display the "Approved" signature block.
- Display the signature of the assigned representative in the public note block.
- Hide the bank account RIB section.
- Display the third-party barcode in Proposals, Orders, Shipments and Invoices.
- Display the third-party QR code in Proposals, Orders, Invoices and Shipments.
- Display the mention: "Reverse charge – subcontracting scheme".
- Show or hide the LS and LR columns on shipping slips.
- Add and merge one or more PDFs into your Proposals, Invoices or Orders.
- Add a custom line using dictionaries and extra fields in your Proposals, Invoices or Orders.
- Choose which bank account to display on invoices.

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Commercial Proposals Tab

Rules for Address Section Content

- Display phone, fax and email when a contact address is used.

- Display the sales representative following the proposal.

- Display customer phone, fax and email.

- Hide source details in the address block.

- Hide intra-community VAT display in address blocks.

Miscellaneous Settings

- Enter the target bank account for the commercial proposal.

- Display product barcodes in commercial proposals.

- Display the third-party barcode at the top of your proposals.

- Display the third-party QR code at the top of your proposals.

- Display your company QR code at the top of your proposals.

- Display the project title in your commercial proposal.

- Display the project reference in the commercial proposal.

- Display linked objects in your proposal.

- Do not repeat the header on multi-page documents.

- Manage versions of your commercial proposals.

- Settings can now be configured independently for commercial proposals.

- Display barcode for each product line: example

- Display an "electronic signature": example

- Manage versions of your commercial proposals: example

Sub-menu Configuration

- Display the date in text format.

- Hide the customer code sub-menu.

- Hide the customer reference sub-menu.

- Hide the availability sub-menu.

- Hide the delivery date sub-menu.

- Hide the sales representative sub-menu.

Sub-menu positions are automatically recalculated based on how many are shown or hidden.

Document Body Configuration

- Add a dashed line between product/service lines.

- Display a folding mark at one-third of the page to facilitate mailing.

- Hide the long description in the description column.

- Allow data to flow onto the previous page if the description is long enough.

- Display the signature of the assigned representative in the public note block.

- Add "Case handled by" in the public note block.

- Display the line numbering column.

- Display product photo thumbnails in your Proposals.

- Display the unit price excluding tax column in commercial proposals.

- Display the discount column in commercial proposals.

- Display the unit price after discount column in commercial proposals.

- Display the quantity column in commercial proposals.

- Display the weight column in commercial proposals.

Footer Configuration

- Display the total weight in the Total block.

- Display the "Approved" signature block.

- Add the manager's signature at the bottom of commercial proposals.

- Display "Reverse charge – subcontracting scheme" on proposals.

- Add one or more introduction pages.

- Merge PDFs directly linked to products in the commercial proposal.

- Attach PDF files by merging them into the commercial proposal.

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Orders Tab

- Settings can now be configured independently for orders.

Rules for Address Section Content

- Display phone, fax and email when a contact address is used.

- Display customer phone, fax and email.

- Hide source details in the address block.

- Hide intra-community VAT display in address blocks.

Miscellaneous Settings

- Display product barcodes in orders.

- Display the third-party barcode at the top of your orders.

- Display the third-party QR code at the top of your orders.

- Display the order QR code at the top of your orders.

- Display your company QR code at the top of your orders.

- Display project references in orders.

- Display project titles in orders.

- Do not repeat the header on multi-page documents.

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Invoices Tab

- Settings can now be configured independently for invoices.

- Display the "Reverse charge – subcontracting scheme" line on your invoices.

- Enable the progress billing feature.

- Hide already paid amounts on invoices.

- Add the manager's signature at the bottom of invoices.

- Display the outstanding balance amount in the document.

- Add the ability to convert amounts and numbers to text.

- Attach PDF files by merging them into the invoice.

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Shipments Tab

- Settings can now be configured independently for shipments.

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Receipts Tab

- Settings can now be configured independently for Delivery Receipts.

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Supplier Orders Tab

- Settings can now be configured independently for Supplier Orders.

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Supplier Invoices Tab

- Settings can now be configured independently for supplier invoices.

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Price Requests Tab

- Settings can now be configured independently for Price Requests.

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Contracts Tab

- Settings can now be configured independently for contracts.

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Expense Reports Tab

- Settings can now be configured independently for Expense Reports.

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Interventions Tab

- Settings can now be configured independently for Interventions.

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Projects Tab

- Settings can now be configured independently for Projects.

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Products Tab

- Settings can now be configured independently for Products.

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BOMs Tab

- Settings can now be configured independently for BOMs.

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Usage

Easy to use — in just a few clicks your documents reflect your brand colors, and each of your team members can have their own personalized documents.

Despite all its features, if UltimatePDF does not allow you to create a highly specialized document template, you can contact us to have it built with custom development: email me

Compatibility and Synergies

UltimatePDF is compatible with:

- The Milestone module
- The MBI Signature module
- The Sales and Purchase Unit Management module (displays results in a units column across all templates)
- The Incoterm module
- Progress billing management.

Development

UltimatePDF is a module maintained on the Framasoft Git: https://git.framasoft.org/grandoc/ultimatepdf

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