Module Ultimatepdf EN: Difference between revisions

Jump to navigation Jump to search

Module Ultimatepdf EN (view source)

Revision as of 10:56, 25 September 2026

29,268 bytes added ,  1 month ago
no edit summary
VisualWikitext
No edit summary
Tag: 2017 source edit
No edit summary
Tag: 2017 source edit
 
Line 18: Line 18:
|webbuy={{LinkToPluginDownloadDoliStore|keyword=ultimatepdf}}
|webbuy={{LinkToPluginDownloadDoliStore|keyword=ultimatepdf}}
|status=stable
|status=stable
|prerequisites=
|prerequisites=PHP 8.2 minimum for UltimatePDF 25
|minversion=18.0.0 - 23.0.0
|minversion=20.0.0 - 25.0.0
|note=
|note=
''[[#Table of Contents|⬆ Back to top]]''
''[[#Table of Contents|⬆ Back to top]]''
Line 27: Line 27:
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:
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 colour of the font, borders and frame backgrounds.
* The style of border lines (solid or dashed).
*The style of the outlines (solid or dashed).


Adds many features to documents:
Adds many features to documents:


* '''PDF document concatenation''' on all document types (T&Cs, technical datasheets...).
* '''Concatenation of PDF documents''' on every document type (terms and conditions, data sheets...).
* '''Independent reference column'''.
* '''Independent reference column'''.
* '''Line numbering column'''.
* '''Line numbering column'''.
* '''Independent image column'''.
* '''Independent picture column'''.
* '''Signature and "Approved" stamp block'''.
* '''"Agreement" signature and stamp block'''.
* '''Currency symbols displayed after amounts'''.
* '''Currency symbols displayed after amounts'''.
* '''Bill of Exchange (LCR) for invoices'''.
* '''Bill of exchange (LCR) for invoices'''.
* '''Factur-X / PDF/A-3 electronic invoice''' compliant with the French e-invoicing reform <span style="background:#c05a1a;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0+</span>
* '''Swiss QR-bill''' <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.5+</span>
* '''And much more...'''.
* '''And much more...'''.
''[[#Table of Contents|⬆ Back to top]]''
==Reading the version badges==
Every feature added after UltimatePDF 14.0 carries a badge showing '''the first version of the module that offers it'''. It remains available in all later versions.
{| class="wikitable"
! Badge !! Meaning
|-
| ''(no badge)'' || Feature available since UltimatePDF 14.0 or earlier: present in every maintained version.
|-
| <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">18.0+</span> || Available from UltimatePDF 18.0 (hence for Dolibarr 18 and later).
|-
| <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.5+</span> || Available from maintenance release 24.0.5: update the module if you run 24.0.0 to 24.0.4.
|-
| <span style="background:#c05a1a;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0+</span> || New in the 25 branch (Dolibarr 25).
|-
| <span style="background:#6b6b6b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0.3</span> || Developed, released with the upcoming version 25.0.3.
|}
A feature added during a branch may exist on two branches maintained in parallel; the badge then shows both versions, for example "24.0.11+ / 25.0.1+".


''[[#Table of Contents|⬆ Back to top]]''
''[[#Table of Contents|⬆ Back to top]]''


==Prerequisites==
==Prerequisites==
'''Dolibarr:''' Supported versions:
'''Dolibarr:''' supported versions:


* '''20.x'''
{| class="wikitable"
* '''21.x'''
! UltimatePDF !! Dolibarr !! Minimum PHP !! Latest version
* '''22.x'''
|-
* '''23.x'''
| '''25.x''' || '''25.x''' || 8.2 || 25.0.2
|-
| '''24.x''' || '''24.x''' || 7.1 || 24.0.11
|-
| '''23.x''' || '''23.x''' || 7.2 || 23.0.7
|-
| '''22.x''' || '''22.x''' || 7.1 || 22.0.13
|-
| '''21.x''' || '''21.x''' || 7.1 || 21.0.5
|-
| '''20.x''' || '''20.x''' || 7.1 || 20.0.5
|}


Each version of UltimatePDF corresponds to the equivalent version of Dolibarr:
Each UltimatePDF version matches the same Dolibarr version: '''UltimatePDF 25''' → '''Dolibarr 25''', '''UltimatePDF 24''' → '''Dolibarr 24''', and so on. Always install the module branch carrying the same number as your Dolibarr.


* '''UltimatePDF 20''' → '''Dolibarr 20'''
<i class="fas fa-exclamation-triangle"></i> '''UltimatePDF 25 requires PHP 8.2''': the bundled libraries (QR codes) do not load under PHP 8.1. It is tested under PHP 8.4 and 8.5.
* '''UltimatePDF 21''' → '''Dolibarr 21'''
* '''UltimatePDF 22''' → '''Dolibarr 22'''
* '''UltimatePDF 23''' → '''Dolibarr 23'''


''[[#Table of Contents|⬆ Back to top]]''
''[[#Table of Contents|⬆ Back to top]]''


=⚙️ Installation Procedure=
=⚙️ Installation procedure=
 
Three methods are available, from the simplest to the most technical. The UltimatePDF zip weighs about '''3.5 MB''': before using the Dolibarr interface, check that your installation accepts a file of that size (see below).
 
===⚙️ Method 1: installation from the Dolibarr interface===


===⚙️ Manual Installation===
# Go to '''Home''' > '''Setup''' > '''Modules/Applications'''.
# Open the '''Deploy/install external app/module''' tab.
# Click '''Choose file''' and select the module .zip file.
# Click '''Upload''' to start the installation.
# Enable the module once the installation is complete.


# '''Download''' the module archive file (.zip).
====Checking the maximum upload size====
# '''Place''' the file in the Dolibarr root directory.
Three limits apply to the zip upload, and '''the smallest one wins''':
# '''Unzip''' the file using the command:


<code>unzip module_ultimatepdf-X.0.0.zip</code>
{| class="wikitable"
! Limit !! Where to see / change it !! Common value
|-
| Dolibarr limit (<code>MAIN_UPLOAD_DOC</code>) || '''Home > Setup > Security''', '''Files''' tab, "Maximum size for uploaded files" (in KB) || '''2048 KB''' (Dolibarr installation value)
|-
| <code>upload_max_filesize</code> (PHP) || server <code>php.ini</code> file || '''2M''' (PHP default)
|-
| <code>post_max_size</code> (PHP) || server <code>php.ini</code> file || 8M
|}


# '''Verify''' that the correct module location is:
'''How to find the current values:'''
* On the '''Deploy/install external app/module''' page, hover the information icon to the right of the '''Upload''' button: Dolibarr displays "Dolibarr limit: X Kb, PHP limit: Y Kb".
* The PHP settings are detailed in '''Admin Tools > About PHP''' (page <code>admin/system/phpinfo.php</code>): look for <code>upload_max_filesize</code> and <code>post_max_size</code>.


<code>htdocs/custom/ultimatepdf</code>
If one of the limits is below the zip size, Dolibarr rejects the file with the message "File size is too large or file not provided".


# '''The module is now available''' and can be enabled from Dolibarr.
'''How to raise them:'''
# '''Dolibarr limit''': in '''Home > Setup > Security''', '''Files''' tab, enter for example <code>10240</code> (10 MB) and save.
# '''PHP limits''': in <code>php.ini</code> (or your hosting control panel: Plesk, cPanel, "PHP settings"…), set for example:
<pre>
upload_max_filesize = 10M
post_max_size = 12M
</pre>
: <code>post_max_size</code> must stay greater than or equal to <code>upload_max_filesize</code>. Then restart the web server or PHP-FPM (not needed with most hosting providers, which apply the change immediately) and check the new values in '''About PHP'''.


---
<i class="fas fa-exclamation-triangle"></i> On shared hosting, PHP limits cannot always be changed. In that case, use method 2 or 3.
 
===⚙️ Method 2: manual installation on the server (SSH)===
 
The zip contains an <code>htdocs/ultimatepdf/</code> folder; it is the <code>ultimatepdf</code> folder that must end up in the Dolibarr <code>custom</code> directory.
 
# '''Copy''' the zip to the server, for example into <code>/tmp</code>.
# '''Unzip''': <code>unzip module_ultimatepdf-X.Y.Z.zip -d /tmp/ultimatepdf_zip</code>
# '''Copy''' the module folder: <code>cp -r /tmp/ultimatepdf_zip/htdocs/ultimatepdf /path/to/dolibarr/htdocs/custom/</code>
# '''Give ownership''' to the web server if needed, for example: <code>chown -R www-data:www-data /path/to/dolibarr/htdocs/custom/ultimatepdf</code>
# '''Check''' that the module location is: <code>htdocs/custom/ultimatepdf</code> (and not <code>htdocs/custom/htdocs/ultimatepdf</code>).
# '''Enable''' the module from Dolibarr.
 
===⚙️ Method 3: FTP / SFTP upload (last resort)===


===⚙️ Installation via the Dolibarr Interface===
If you can neither upload files in Dolibarr nor access the server through SSH:
You can also '''deploy and install''' the module directly from the Dolibarr interface:


# Go to the '''Configuration''' > '''Modules/Applications''' menu.
# '''Unzip''' the archive on your computer (right click > "Extract All…" on Windows).
# Go to the '''Deploy/Install an external module''' tab.
# Open the extracted folder: it contains <code>htdocs</code>, which itself contains the <code>ultimatepdf</code> folder.
# Click '''Choose a file''' and select the module .zip file.
# '''Connect''' to the server with an FTP/SFTP client (for example FileZilla), using the credentials supplied by your hosting provider.
# Click '''Send File''' to start the installation.
# '''Find''' the Dolibarr directory: it is the one containing the <code>admin</code>, <code>core</code>, <code>conf</code>… and '''<code>custom</code>''' folders. Depending on the provider, it is named <code>htdocs</code>, <code>httpdocs</code>, <code>www</code> or <code>public_html</code>. If <code>custom</code> does not exist, create it.
# Enable the module once installation is complete.
# '''Upload''' the <code>ultimatepdf</code> folder (not the zip, nor the surrounding <code>htdocs</code> folder) into <code>custom</code>.
# '''Wait for the transfer to finish''' and check in the FTP client log that no file failed: the module has more than 1,000 files, and an interrupted transfer leaves an incomplete module.
# '''Check''' that the final path is <code>…/custom/ultimatepdf/core/modules/modUltimatepdf.class.php</code>.
# '''Enable''' the module from '''Home > Setup > Modules/Applications'''.


'''✅ The module is now operational and ready to use!'''
<i class="fas fa-exclamation-triangle"></i> To '''update''' through FTP, replace the existing <code>ultimatepdf</code> folder (after backing it up), then disable and re-enable the module to apply any database changes. Your templates and settings, stored in the database, are kept.


'''✅ The module is now up and running!'''
''[[#Table of Contents|⬆ Back to top]]''
''[[#Table of Contents|⬆ Back to top]]''


Line 96: Line 166:
After logging in with an administrator account:
After logging in with an administrator account:


# Go to '''Home > Configuration > Modules'''.
#Go to '''Home > Setup > Modules/Applications'''.
# In the '''Main Modules / Multi-module Tools''' tab, find '''UltimatePDF'''.
#In the '''Base modules / Multi-modules tools''' section, find '''UltimatePDF'''.
# Click the activation button.
#Click the activation button.
# A settings icon appears at the end of the module row. Click it to access the settings.
#A pictogram appears at the end of the module line. Click it to open the settings.


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


===Supported Document Templates===
=== Supported document templates ===


* '''ultimate_propal''': Commercial proposal templates.
* '''ultimate_propal''': commercial proposals.
* '''ultimate_order''': Order document templates.
* '''ultimate_order''': customer orders.
* '''ultimate_invoice''': Invoice templates.
* '''ultimate_proforma''': pro forma invoices, from a customer order <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">18.0+</span>
* '''ultimate_shipment''': Shipping slip templates.
* '''PV_reception''': works acceptance report, from a customer order, with signature frames and reservation boxes <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">18.0+</span> (fully reworked in <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.1+</span>)
* '''ultimate_receipt''': Customer delivery receipt templates.
* '''ultimate_invoice''': invoices.
* '''ultimate_supplierinvoice''': Supplier invoice templates.
* '''ultimate_shipment''': shipping slips.
* '''ultimate_supplierorder''': Supplier order templates.
* '''ultimate_delivery''': delivery notes.
* '''ultimate_supplierproposal''': Supplier price request templates.
* '''ultimate_receipt''': receptions (goods received from suppliers).
* '''ultimate_project''': Project report templates.
* '''ultimate_supplierproposal''': supplier price requests.
* '''ultimate_contract''': Contract and subscription templates.
* '''ultimate_supplierorder''': supplier orders.
* '''ultimate_expensereport''': Expense report templates.
* '''ultimate_supplierinvoice''': supplier invoices.
* '''ultimate_product''': Product document templates.
* '''ultimate_contract''': contracts and subscriptions.
* '''ultimate_bom''': Templates for the BOM module.
* '''ultimate_inter''': intervention sheets.
* '''ultimate_project''': project reports.
* '''ultimate_expensereport''': expense reports.
* '''ultimate_product''': product sheets.
* '''ultimate_bom''': bills of materials (BOM module) <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">15.0+</span>


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


==='''Quick Access'''===
=== '''Quick access''' ===
<i class="fas fa-bolt"></i> 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.
<i class="fas fa-bolt"></i> You can reach the module configuration from its dedicated menu in Dolibarr. If you need help, click the '''"?"''' button at the top right of the interface.
 
* A complete '''user guide''' is built into the module, in the '''Guide''' tab of its setup, in French, English, German, Spanish and Italian <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0+</span>
* Every option on the setup pages has a tooltip describing its actual effect on the PDF, its dependencies and its limits <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.5+</span>
* The setup pages are organised in collapsible sections (accordion) <span style="background:#6b6b6b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0.3</span>


---
---
Line 129: Line 207:
[[File:Ultimatepdf_docu_001.png|959x358px|link=Special:FilePath/Ultimatepdf_docu_001.png]]
[[File:Ultimatepdf_docu_001.png|959x358px|link=Special:FilePath/Ultimatepdf_docu_001.png]]


* Template example: [[https://wiki.dolibarr.org/images/d/d8/PR2007-0087.pdf]]
*Sample template: [https://wiki.dolibarr.org/images/d/d8/PR2007-0087.pdf PR2007-0087.pdf]


==Template Configuration==
==Template configuration==


'''Module-specific configuration page:'''
'''The module's own setup page:'''


[[File:model_01.png|960px|link=Special:FilePath/model_01.png]]
[[File:model_01.png|960px|link=Special:FilePath/model_01.png]]


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


* Templates Tab
*Templates tab


Here you can create and edit your templates:
Here you can create and edit your templates (also called "designs"):


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


( <i class="fas fa-exclamation-triangle"></i> '''Warning: some exotic fonts cause display issues with currencies, and don't forget to select one or the system will crash''')
( <i class="fas fa-exclamation-triangle"></i> ''' Warning: some exotic fonts cause problems displaying currencies; also, do not forget to select one, otherwise the system crashes''')


# Display a background image on your templates.
#Display a background image on your templates.
# Remember to adjust the background image transparency, as it may hide certain areas of the document.
#Remember to set the transparency of the background image, as it may hide some areas of the document. <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">19.0+</span>
# Configure the image position using X and Y coordinates.
#Position the image with its X and Y coordinates.
# 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...''')
#You can use a PDF as document background. ( !''' Warning: the behaviour is sometimes erratic, for example it applies to every other page...''')
 
'''Several templates, one per employee or per use''' <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">16.0+</span>: each template keeps its own colours, fonts, logos, margins and column widths, and you switch from one to another without re-entering anything.
 
'''Export and import a template''' <span style="background:#6b6b6b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0.3</span>: a template can be downloaded as a JSON file and imported into another Dolibarr installation. An import always creates a new, inactive template and never overwrites or replaces the template in use. A sample template, "Ardoise & Cuivre" (Slate & Copper), ships with the module.
 
'''Real PDF preview''' <span style="background:#6b6b6b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0.3</span>: the template edit page shows an actual PDF generated with the settings being entered, even before saving them.


[[File:model_02.png|960px|link=Special:FilePath/model_02.png]]
[[File:model_02.png|960px|link=Special:FilePath/model_02.png]]


( <i class="fas fa-exclamation-triangle"></i>''' Info: a new full-width banner layout is now available''')
( <i class="fas fa-exclamation-triangle"></i>''' Info: a new layout with a full-width banner is now available''') <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">21.0+</span>


[[File:model_03.png|960px|link=Special:FilePath/model_03.png]]
[[File:model_03.png|960px|link=Special:FilePath/model_03.png]]
Line 162: Line 246:
[[File:model_04.png|960px|link=Special:FilePath/model_04.png]]
[[File:model_04.png|960px|link=Special:FilePath/model_04.png]]


<i class="fas fa-exclamation-triangle"></i> Option to use a different logo than your company logo (for themed subsidiaries, for example).
<i class="fas fa-exclamation-triangle"></i> You can use another logo than your company's (for themed subsidiaries, for example).


# Allows you to hide the alternate logo without deleting it, and display your company logo instead.
#Hide the other logo without deleting it, and so display your company logo.
# You can hide your company logo and only display the company name, or use the alternate logo in full page width.
#Hide your company logo and show only the company name, or use the other logo across the full page width.
# Allows displaying the Qualibat logo in the footer of PDF documents.
#Set the width and height of the company logo and of the other logo <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">16.0+</span>
#Display the Qualibat logo in the footer of PDF documents <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">21.0+</span>
#Display a logo band in the footer <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.1+</span>


[[File:model_05.png|960px|link=Special:FilePath/model_05.png]]
[[File:model_05.png|960px|link=Special:FilePath/model_05.png]]


<i class="fas fa-exclamation-triangle"></i> Option to change the contact details of the issuing company.
<i class="fas fa-exclamation-triangle"></i> You can change the sender company details.
 
* Sender name, address, zip code, town, country, phone, fax, e-mail and website.
* Sender capital, legal form, intra-community VAT number and SIRET <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">17.0+</span>


[[File:model_06.png|960px|link=Special:FilePath/model_06.png]]
[[File:model_06.png|960px|link=Special:FilePath/model_06.png]]
Line 178: Line 267:
[[File:model_08.png|960px|link=Special:FilePath/model_08.png]]
[[File:model_08.png|960px|link=Special:FilePath/model_08.png]]


# 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.
#Upload an image (A4 page size) to display as the first page of a commercial proposal; it is added to the list of preset pages offered to you, and you then need to select it. <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">20.0+</span>
# Use the color picker to set a background color for address blocks.
#Use the colour picker for the background colour of the address blocks.
# Use the color picker to set a background color for column headers.
#Use the colour picker for the background colour of the column titles. <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">16.0+</span>
# Use the color picker to set a border color.
#The text colour of the column titles is computed automatically (black or white) from the contrast with the chosen background colour, as in the Eldy theme: titles stay readable on a dark background. <span style="background:#6b6b6b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0.3</span>
# Use the color picker to set a text color.
#Use the colour picker for the border colour.
# Use the color picker to set a QR code color.
#Use the colour picker for the text colour.
# Show or hide the background color of address blocks independently.
#Use the colour picker for the QR code colour.
# Configure the border line style (dashed or solid).
#Show or hide the background colour of each address block independently.
# Configure the background color transparency.
#"Frameless" style for the address blocks: no background and no border <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.5+</span>
# Configure the corner radius (rounded or right-angled).
#Set the border line style (dashed or solid).
# Show or hide the VAT column and amounts.
#Set the transparency of the background colour.
# Swap the sender/receiver address block positions.
#Set the corner radius (rounded or square corners).
# Show or hide column borders.
#Show or hide the VAT column and amounts.
# Adjust your document margins.
#Swap the sender/recipient address blocks. As long as the option has never been saved, the native Dolibarr constant <code>MAIN_INVERT_SENDER_RECIPIENT</code> is honoured <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.11+</span> / <span style="background:#c05a1a;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0.1+</span>
#Free positioning of the address blocks, in millimetres, for foreign window envelopes, with a "Swiss window envelope" button (invoice template) <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.5+</span>
#Compact sender line above the recipient, German/Austrian DIN 5008 standard (invoice template) <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.11+</span> / <span style="background:#c05a1a;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0.1+</span>
#Address frames grow automatically when the address, contact, VAT and professional IDs do not fit in the usual height <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.8+</span>
#Show or hide the column borders.
#Set the margins of your documents.


[[File:model_09.png|960px|link=Special:FilePath/model_09.png]]
[[File:model_09.png|960px|link=Special:FilePath/model_09.png]]
The column settings are grouped in tabs <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.1+</span>


[[File:Ultimatepdf_help-04.png|800px|link=Special:FilePath/Ultimatepdf_help-04.png]]
[[File:Ultimatepdf_help-04.png|800px|link=Special:FilePath/Ultimatepdf_help-04.png]]


# Adjust the width of the line numbering column.
#Set the width of the line numbering column.
# Show or hide the reference column.
#Show or hide the reference column.
# Adjust the width of the reference column.
#Set the width of the reference column. <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">16.0+</span>


[[File:Ultimatepdf_help-05.png|850px|link=Special:FilePath/Ultimatepdf_help-05.png]]
[[File:Ultimatepdf_help-05.png|850px|link=Special:FilePath/Ultimatepdf_help-05.png]]


# Adjust the width of the description column.
#Set the width of the description column.
# Adjust the width of the image column.
#Set the width of the picture column.


[[File:Ultimatepdf_help-06.png|800px|link=Special:FilePath/Ultimatepdf_help-06.png]]
[[File:Ultimatepdf_help-06.png|800px|link=Special:FilePath/Ultimatepdf_help-06.png]]


# Adjust the width of the VAT column.
#Set the width of the VAT column. <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">16.0+</span>
# Adjust the width of the unit price column.
#Set the width of the unit price column. <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">16.0+</span>


[[File:Ultimatepdf_help-07.png|800px|link=Special:FilePath/Ultimatepdf_help-07.png]]
[[File:Ultimatepdf_help-07.png|800px|link=Special:FilePath/Ultimatepdf_help-07.png]]


# Adjust the width of the quantity column.
#Set the width of the quantity column. <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">16.0+</span>
# Adjust the width of the unit column.
#Set the width of the unit column.
# Adjust the width of the discount column.
#Set the width of the discount column. <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">16.0+</span>
#Set the width of the weight and weight/volume columns, and of the line barcode. <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.1+</span>


[[File:Ultimatepdf_help-08.png|800px|link=Special:FilePath/Ultimatepdf_help-08.png]]
[[File:Ultimatepdf_help-08.png|800px|link=Special:FilePath/Ultimatepdf_help-08.png]]


# Change the height of the free-text block area (at the bottom of the page).
#Change the height of the space reserved for the free text block (at the bottom of the page).
# Change the font size of the free text.
#Change the font size of the free text.
# Display the signature of the assigned representative in the public note block.
#Display the signature of the representative in charge in the public note block.


[[File:Ultimatepdf_help-09.png|800px|link=Special:FilePath/Ultimatepdf_help-09.png]]
[[File:Ultimatepdf_help-09.png|800px|link=Special:FilePath/Ultimatepdf_help-09.png]]


# Configure the footer text color.
#Set the footer text colour.
#Set the footer background colour <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">22.0+</span>
 


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


[[File:Ultimatepdf_docu_002.png|800px|link=Special:FilePath/Ultimatepdf_docu_002.png]]
[[File:Ultimatepdf_docu_002.png|800px|link=Special:FilePath/Ultimatepdf_docu_002.png]]


Select the template from the dropdown list.
Select the template in the drop-down list.


Online training: [[http://www.youtube.com/watch?v=bw3a08poCmU]] (based on an older template, but the principles remain the same)
Online training: [http://www.youtube.com/watch?v=bw3a08poCmU YouTube video] (based on an old template, but the principles remain the same)


''[[#Table of Contents|⬆ Back to top]]''
''[[#Table of Contents|⬆ Back to top]]''


==Options Tab==
==Options tab==
See the [[Options Tab]] page.


[[File:Ultimatepdf_docu_003.png|800px|link=Special:FilePath/Ultimatepdf_docu_003.png]]
[[File:Ultimatepdf_docu_003.png|800px|link=Special:FilePath/Ultimatepdf_docu_003.png]]


You can manage the following features here:
Here you can manage the following features:


'''Address block construction rules''':
'''Rules for building the address areas''':


- Hide the alternate logo.
* Hide the other logo.
- Hide your company logo.
* Hide your company logo.
- Use the contact's company name in the delivery address.
* Use the contact's company name in the delivery address.
- Add the public note to the source address block.
* Add the public note in the sender address area.
- Display phone, fax and email when a contact address is used.
* Display your company note (Setup > Company/Organization) under the sender address <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.5+</span>
- Use a contact's company name in the document.
* Hide the label printed before the sales representative's name in the sender block <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.8+</span>
- Hide the intra-community VAT number in address blocks.
* Display phone, fax and e-mail details when a contact address is used.
- Display professional ID in addresses - Prof. ID 1 (SIREN) - Source address
* Use a contact's company name in the document.
- Display professional ID in addresses - Prof. ID 2 (SIRET) - Source address
* Hide the intra-community VAT number in the address blocks.
- Display professional ID in addresses - Prof. ID 3 (NAF-APE) - Source address
* Display the professional IDs in the addresses - Prof. ID 1 to 5 (SIREN, SIRET, NAF-APE, RCS/RM, EORI number) - Sender address
- Display professional ID in addresses - Prof. ID 4 (RCS/RM) - Source address
* Display the professional IDs in the addresses - Prof. ID 1 to 5 (SIREN, SIRET, NAF-APE, RCS/RM, EORI number) - Third-party 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


[[File:Ultimatepdf_help-6-02.png|800px|link=Special:FilePath/Ultimatepdf_help-6-02.png]]
[[File:Ultimatepdf_help-6-02.png|800px|link=Special:FilePath/Ultimatepdf_help-6-02.png]]


You can manage the following features here:
Here you can manage the following features:


'''Column construction rules''':
'''Rules for building the columns''':


- Hide the long description in the description column.
* Hide the long description in the description column.
- Hide references in the description column.
* Hide the references in the description column.
- Hide all data in columns after the description (VAT, list price, Qty, Discount, Total).
* Hide all data in the columns after the description (VAT, public price, qty, discount, total).
- Display lines with amounts including tax by default.
* Display lines with an amount including tax by default.
- Hide only the VAT column, but display amounts in the total.
* Hide only the VAT column, but show the amounts in the total. <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">23.0+</span>
- Hide pre-tax amounts.
* Hide the amounts excluding tax.
- Hide quantities.
* Hide the quantities.
- Hide VAT amounts.
* Hide the VAT amounts. <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">16.0+</span>
- Enable the units column for products.
* Enable the unit column for products.
* Print the customs code and country of origin under the product description.


'''Miscellaneous settings'''
'''Miscellaneous settings'''
- Hide the bank account RIB section.
* Hide the bank details (RIB) part of the bank account.
- Use automatic line wrapping for the free-text footer.
* Automatic line wrapping of the footer free text.
[[File:Ultimatepdf_help-15.0.040bis.png|link=Special:FilePath/Ultimatepdf_help-15.0.040bis.png]]
[[File:Ultimatepdf_help-15.0.040bis.png|link=Special:FilePath/Ultimatepdf_help-15.0.040bis.png]]
- Add the ability to automatically attach your Terms & Conditions to PDF documents (invoices, quotes, orders).
* Automatically attach your terms and conditions to PDF documents (invoices, proposals, orders). <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">18.0+</span>
** "Show terms and conditions by default" option to preselect the terms and conditions file <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">18.0+</span>
** Terms and conditions are included automatically in generations that do not go through the "Generate" button (validation, mass actions, electronic invoice) <span style="background:#c05a1a;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0+</span>
[[File:Ultimatepdf_help-6-03.png|link=Special:FilePath/Ultimatepdf_help-6-03.png]]
[[File:Ultimatepdf_help-6-03.png|link=Special:FilePath/Ultimatepdf_help-6-03.png]]
* Renumber the pages of merged PDFs according to the final document pagination (enabled by default) <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.1+</span>


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


'''Paper format'''
'''Paper format'''
- Paper format.
* Paper format.
 


'''Settings can now be configured independently for all document types'''
'''Settings can now be made independently for each document type'''


- Add a dashed line between product/service lines.
* Add a dotted line between product/service lines.
- Display a folding mark at one-third of the page.
* Display a fold mark at one third of the page.
- Display product photo thumbnails in your Proposals.
* Display product picture thumbnails in your proposals.
- Display product photo thumbnails in your Orders.
* Display product picture thumbnails in your orders.
- Display product photo thumbnails in your Invoices.
* Display product picture thumbnails in your invoices.
- Do not repeat the header on multi-page documents.
* Do not repeat the header when there are several pages.
- Display an alternate logo instead of the company logo.
* Display another logo than the company logo.
- Display a background image on your documents.
* Display a background image on your documents.
- Display the "Approved" signature block.
* Display the "Agreement" block.
- Display the signature of the assigned representative in the public note block.
* Display the signature of the representative in charge in the public note block.
- Hide the bank account RIB section.
* Hide the bank details (RIB) part of the bank account.
- Display the third-party barcode in Proposals, Orders, Shipments and Invoices.
* 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 third-party QR code in proposals, orders, invoices and shipments.
- Display the mention: "Reverse charge – subcontracting scheme".
** Only one QR code at a time at the top of the document: enabling a second one is refused with a warning <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.2+</span>
- Show or hide the LS and LR columns on shipping slips.
* Display the mention "Reverse charge - subcontracting scheme" (French auto-liquidation).
- Add and merge one or more PDFs into your Proposals, Invoices or Orders.
* Show or hide the LS and LR columns on shipping slips.
- Add a custom line using dictionaries and extra fields in your Proposals, Invoices or Orders.
* Add and merge one or more PDFs into your proposals, invoices or orders.
- Choose which bank account to display on invoices.
* Add a custom line using dictionaries and extrafields in your proposals, invoices or orders.
** Substitution variables (<code>__EXTRAFIELD_*__</code>, object properties) are resolved in this line <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.1+</span>
* Choose the bank account displayed on invoices.
* Display the document date as text <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">18.0+</span> (proposals, invoices, supplier orders; other documents <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">20.0+</span> / <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">21.0+</span>)
* Support for the native Subtotals module (title and subtotal lines) in proposals and orders <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.1+</span>


''[[#Table of Contents|⬆ Back to top]]''
''[[#Table of Contents|⬆ Back to top]]''


==Commercial Proposals Tab==
==Commercial proposals tab==


[[File:model_10.png|960px|link=Special:FilePath/model_10.png]]
[[File:model_10.png|960px|link=Special:FilePath/model_10.png]]


==Rules for Address Section Content==
===Rules for the content of the address sections===
 
- Display phone, fax and email when a contact address is used.


- Display the sales representative following the proposal.
* Display phone, fax and e-mail details when a contact address is used.
 
* Display the sales representative following the proposal <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">17.0+</span>
- Display customer phone, fax and email.
* Display the customer's phone, fax and e-mail.
 
* Hide the sender details in the address block.
- Hide source details in the address block.
* Hide the intra-community VAT number in the address blocks.
 
- Hide intra-community VAT display in address blocks.


[[File:model_11.png|960px|link=Special:FilePath/model_11.png]]
[[File:model_11.png|960px|link=Special:FilePath/model_11.png]]


==Miscellaneous Settings==
===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.
* Enter the target bank account on the commercial proposal.
 
* Display product barcodes in commercial proposals.
- Display the third-party QR code at the top of your proposals.
* Display the third-party barcode at the top of your commercial proposals.
 
* Display the third-party QR code at the top of your commercial proposals.
- Display your company QR code at the top of your proposals.
* Display your company QR code at the top of your commercial proposals.
 
* Display the project title in your commercial proposal.
- Display the project title in your commercial proposal.
* Display the project reference in the commercial proposal.
 
* Display linked objects in your proposal <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">15.0+</span>
- Display the project reference in the commercial proposal.
* Do not repeat the header when there are several pages.
 
* Manage versions of your commercial proposals: [https://www.doliweb.com/comm/propal/card.php?id=506&action=confirm_validate&confirm=yes&token=3953f896e38e82e3e1ed291aaf3c40bb example]
- Display linked objects in your proposal.
* Display a barcode for each product line: [https://www.doliweb.com/comm/propal/card.php?id=506&action=confirm_validate&confirm=yes&token=3953f896e38e82e3e1ed291aaf3c40bb example]
 
* Display an "electronic signature": [https://www.doliweb.com/public/onlinesign/newonlinesign.php?ref=PR2210-0171&source=proposal&message=signed&securekey=7b30ad6f3d9c994063423777c96e66b5 example]
- 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: [https://www.doliweb.com/comm/propal/card.php?id=506&action=confirm_validate&confirm=yes&token=3953f896e38e82e3e1ed291aaf3c40bb example]
 
- Display an "electronic signature": [https://www.doliweb.com/public/onlinesign/newonlinesign.php?ref=PR2210-0171&source=proposal&message=signed&securekey=7b30ad6f3d9c994063423777c96e66b5 example]
 
- Manage versions of your commercial proposals: [https://www.doliweb.com/comm/propal/card.php?id=506&action=confirm_validate&confirm=yes&token=3953f896e38e82e3e1ed291aaf3c40bb example]


[[File:model_12.png|960px|link=Special:FilePath/model_12.png]]
[[File:model_12.png|960px|link=Special:FilePath/model_12.png]]


==Sub-menu Configuration==
===Sub-menu settings===
- Display the date in text format.
* Display the date as text <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">18.0+</span>
 
* Hide the customer code sub-menu <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">18.0+</span>
- Hide the customer code sub-menu.
* Hide the customer reference sub-menu <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">18.0+</span>
* Hide the availability sub-menu <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">18.0+</span>
* Hide the delivery date sub-menu <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">18.0+</span>
* Hide the sales representative sub-menu <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">21.0+</span>


- Hide the customer reference sub-menu.
<i class="fas fa-exclamation-triangle"></i> The position of the sub-menus is recalculated automatically according to how many are shown or hidden.
 
- Hide the availability sub-menu.
 
- Hide the delivery date sub-menu.
 
- Hide the sales representative sub-menu.
 
<i class="fas fa-exclamation-triangle"></i> Sub-menu positions are automatically recalculated based on how many are shown or hidden.


[[File:model_13.png|960px|link=Special:FilePath/model_13.png]]
[[File:model_13.png|960px|link=Special:FilePath/model_13.png]]


==Document Body Configuration==
===Document body settings===
 
- 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.
* Add a dotted line between product/service lines.
 
* Display a fold mark at one third of the page to ease mailing.
- Display the signature of the assigned representative in the public note block.
* Hide the long description in the description column <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">20.0+</span> (effective from <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.5+</span>)
 
* Allow data to be displayed on the previous page if the description is long enough.
- Add "Case handled by" in the public note block.
* Display the signature of the representative in charge in the public note block.
 
* Add "Case followed by" in the public note block.
- Display the line numbering column.
* Display the line numbering column.
 
* Display product picture thumbnails in your proposals.
- 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 excluding tax column in commercial proposals.
* Display the unit price after discount column in commercial proposals.
 
* Display the quantity column in commercial proposals.
- Display the discount column in commercial proposals.
* Display the weight 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.


[[File:model_14.png|960px|link=Special:FilePath/model_14.png]]
[[File:model_14.png|960px|link=Special:FilePath/model_14.png]]


==Footer Configuration==
===Footer settings===


- Display the total weight in the Total block.
* Display the total weight in the Total block.
* Display the "Agreement" block.
* Use Dolibarr's online electronic signature in the "Agreement" block <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">20.0+</span>
* Add the signature of the person in charge at the bottom of commercial proposals.
* Display the reverse charge (subcontracting) mention on proposals.
* Add one or more introduction pages <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">15.0+</span>
* Merge PDFs attached directly to products into the commercial proposal.
* Attach PDF files to the commercial proposal by merging.


- 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.


''[[#Table of Contents|⬆ Back to top]]''
''[[#Table of Contents|⬆ Back to top]]''


==Orders Tab==
==Orders tab==


- Settings can now be configured independently for orders.
* Settings can now be made independently for orders.


[[File:model_15.png|960px|link=Special:FilePath/model_15.png]]
[[File:model_15.png|960px|link=Special:FilePath/model_15.png]]


==Rules for Address Section Content==
===Rules for the content of the address sections===


- Display phone, fax and email when a contact address is used.
* Display phone, fax and e-mail details when a contact address is used.
 
* Display the customer's phone, fax and e-mail.
- Display customer phone, fax and email.
* Display the sales representative following the order <span style="background:#6b6b6b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0.3</span>
 
* Hide the sender details in the address block.
- Hide source details in the address block.
* Hide the intra-community VAT number in the address blocks.
 
- Hide intra-community VAT display in address blocks.


[[File:model_16.png|960px|link=Special:FilePath/model_16.png]]
[[File:model_16.png|960px|link=Special:FilePath/model_16.png]]


==Miscellaneous Settings==
===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.
* Display product barcodes in orders.
 
* Display the third-party barcode at the top of your orders.
- Do not repeat the header on multi-page documents.
* 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 the project reference in orders <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">15.0+</span>
* Display the project title in orders.
* Do not repeat the header when there are several pages.
* Hide all prices (picking slip: quantities and weights kept) <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">16.0+</span>
* Hide the long description in the description column <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">19.0+</span>
* Add the signature of the person in charge at the bottom of orders <span style="background:#6b6b6b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0.3</span>


''[[#Table of Contents|⬆ Back to top]]''
''[[#Table of Contents|⬆ Back to top]]''


==Invoices Tab==
==Invoices tab==


[[File:Ultimatepdf_help-6-06.png|link=Special:FilePath/Ultimatepdf_help-6-06.png]]
[[File:Ultimatepdf_help-6-06.png|link=Special:FilePath/Ultimatepdf_help-6-06.png]]


- Settings can now be configured independently for invoices.
* Settings can now be made independently for invoices.
* Display the "Reverse charge - subcontracting scheme" line on your invoices.
* Enable the situation invoices feature.
* Hide amounts already paid on invoices.
* Add the signature of the person in charge at the bottom of invoices. <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.1+</span>
* Display the outstanding amount in the document.
* Display the remainder to pay excluding tax <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">23.0+</span>
* Convert amounts and figures into words.
* Attach PDF files to the invoice by merging.
* Display the project reference and title <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">18.0+</span> (the title is actually printed from <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.4+</span>)
* Summarise the objects linked to the invoiced order, and list the shipments of that order <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.4+</span>
* Add the Swiss QR-bill (standardised payment part on a dedicated page; requires PHP 8.1 and the bcmath extension) <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.5+</span>
* Display deposits in the invoice footer, before the remainder to pay, whatever the deposit management mode <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.8+</span> / <span style="background:#c05a1a;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0+</span>
* Free positioning of the address blocks and DIN 5008 sender line: see [[#Template configuration|Template configuration]] <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.5+</span>


- Display the "Reverse charge – subcontracting scheme" line on your invoices.
'''Electronic invoicing (Factur-X / PDF/A-3)''' <span style="background:#c05a1a;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0+</span>
* The ultimate_invoice template produces an invoice from which an electronic invoicing module (einvoicing, facturx) builds a Factur-X compliant with PDF/A-3b, terms and conditions included.
* Prerequisite: in '''Home > Setup > PDF''', set "PDF documents format" to '''PDF/A-3b'''. A warning is shown on the invoice setup page until this is done.
* French reform mentions: the customer SIREN is added to the recipient block when both sender and customer are French companies; the operation category is printed under the lines.
* Designs using transparency remain compliant with PDF/A-2 and PDF/A-3.


- Enable the progress billing feature.
''[[#Table of Contents|⬆ Back to top]]''


- Hide already paid amounts on invoices.
==Shipments tab==


- Add the manager's signature at the bottom of invoices.
[[File:Ultimatepdf_help-6-07.png|link=Special:FilePath/Ultimatepdf_help-6-07.png]]


- Display the outstanding balance amount in the document.
* Settings can now be made independently for shipments.
 
* Display the project reference <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">21.0+</span>
- Add the ability to convert amounts and numbers to text.
* Display the total weight <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">18.0+</span>
 
* Shipping warehouse column (Stock module enabled) <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.1+</span>
- Attach PDF files by merging them into the invoice.
* Signature of the person in charge, merging of attached PDFs <span style="background:#6b6b6b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0.3</span>


''[[#Table of Contents|⬆ Back to top]]''
''[[#Table of Contents|⬆ Back to top]]''


==Shipments Tab==
==Delivery notes tab==
 
[[File:Ultimatepdf_help-6-07.png|link=Special:FilePath/Ultimatepdf_help-6-07.png]]


- Settings can now be configured independently for shipments.
* Settings can now be made independently for delivery notes <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">15.0+</span>
* Ordered quantity, shipped quantity, remainder, unit price, weight and picture thumbnail columns <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">15.0+</span>
* "Agreement" block <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">15.0+</span>
* Project reference and title, signature of the person in charge, merging of attached PDFs <span style="background:#6b6b6b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0.3</span>


''[[#Table of Contents|⬆ Back to top]]''
''[[#Table of Contents|⬆ Back to top]]''


==Receipts Tab==
==Receptions tab==


[[File:Ultimatepdf_help-6-08.png|link=Special:FilePath/Ultimatepdf_help-6-08.png]]
[[File:Ultimatepdf_help-6-08.png|link=Special:FilePath/Ultimatepdf_help-6-08.png]]


- Settings can now be configured independently for Delivery Receipts.
* Settings can now be made independently for receptions.
* Display product barcodes <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">19.0+</span>
* Display the received quantity column <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">22.0+</span>
* Project reference and title, signature of the person in charge, merging of attached PDFs <span style="background:#6b6b6b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0.3</span>


''[[#Table of Contents|⬆ Back to top]]''
''[[#Table of Contents|⬆ Back to top]]''


==Supplier Orders Tab==
==Supplier orders tab==


[[File:Ultimatepdf_help-6-09.png|link=Special:FilePath/Ultimatepdf_help-6-09.png]]
[[File:Ultimatepdf_help-6-09.png|link=Special:FilePath/Ultimatepdf_help-6-09.png]]


- Settings can now be configured independently for Supplier Orders.
* Settings can now be made independently for supplier orders.
* Hide your company logo <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">22.0+</span>
* Signature of the person in charge <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.1+</span>
* Weight column and total weight <span style="background:#6b6b6b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0.3</span>


''[[#Table of Contents|⬆ Back to top]]''
''[[#Table of Contents|⬆ Back to top]]''


==Supplier Invoices Tab==
==Supplier invoices tab==


[[File:Ultimatepdf_help-6-10.png|link=Special:FilePath/Ultimatepdf_help-6-10.png]]
[[File:Ultimatepdf_help-6-10.png|link=Special:FilePath/Ultimatepdf_help-6-10.png]]


- Settings can now be configured independently for supplier invoices.
* Settings can now be made independently for supplier invoices.
* Project reference and title <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">17.0+</span>
* Merging of attached PDFs <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">17.0+</span>
* Reverse charge mention, signature of the person in charge <span style="background:#6b6b6b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0.3</span>


''[[#Table of Contents|⬆ Back to top]]''
''[[#Table of Contents|⬆ Back to top]]''


==Price Requests Tab==
==Price requests tab==


[[File:Ultimatepdf_help-6-11.png|link=Special:FilePath/Ultimatepdf_help-6-11.png]]
[[File:Ultimatepdf_help-6-11.png|link=Special:FilePath/Ultimatepdf_help-6-11.png]]


- Settings can now be configured independently for Price Requests.
* Settings can now be made independently for price requests.
* Project reference and title <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">17.0+</span>
* Unit price, discount, price after discount, quantity, weight and picture thumbnail columns <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">18.0+</span>
* "Agreement" block <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.1+</span>
* QR codes and barcode at the top of the document, reverse charge mention, signature of the person in charge <span style="background:#6b6b6b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0.3</span>


''[[#Table of Contents|⬆ Back to top]]''
''[[#Table of Contents|⬆ Back to top]]''


==Contracts Tab==
==Contracts tab==


[[File:Ultimatepdf_help-6-12.png|link=Special:FilePath/Ultimatepdf_help-6-12.png]]
[[File:Ultimatepdf_help-6-12.png|link=Special:FilePath/Ultimatepdf_help-6-12.png]]


- Settings can now be configured independently for contracts.
* Settings can now be made independently for contracts.
* Planned and actual start and end dates, picture thumbnails, hide all prices <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">17.0+</span>
* Weight column and total weight, sales representative following the contract <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">21.0+</span>
* Reverse charge mention <span style="background:#6b6b6b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0.3</span>


''[[#Table of Contents|⬆ Back to top]]''
''[[#Table of Contents|⬆ Back to top]]''


==Expense Reports Tab==
==Expense reports tab==


[[File:Ultimatepdf_help-6-13.png|link=Special:FilePath/Ultimatepdf_help-6-13.png]]
[[File:Ultimatepdf_help-6-13.png|link=Special:FilePath/Ultimatepdf_help-6-13.png]]


- Settings can now be configured independently for Expense Reports.
* Settings can now be made independently for expense reports.
* QR codes and barcode at the top of the document <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">21.0+</span>
* Date, expense type and project columns; merging of attached PDFs; approval frame with the approver's signature <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.1+</span>
* Free entry of amounts excluding and including tax, display of the effective VAT rate and of the real unit price excluding tax <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.5+</span>


''[[#Table of Contents|⬆ Back to top]]''
''[[#Table of Contents|⬆ Back to top]]''


==Interventions Tab==
==Interventions tab==


[[File:Ultimatepdf_help-6-14.png|link=Special:FilePath/Ultimatepdf_help-6-14.png]]
[[File:Ultimatepdf_help-6-14.png|link=Special:FilePath/Ultimatepdf_help-6-14.png]]


- Settings can now be configured independently for Interventions.
* Settings can now be made independently for interventions.
* Date without time <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">16.0+</span> (effective from <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.5+</span>)
* Signature of the person in charge <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.1+</span>
* "Agreement" block <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.1+</span>
* '''Assigned resources (Resources module)''' <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.5+</span>: printing of the assigned vehicles, equipment or rooms (with picture), display on the card, assignment button, mileage carried over to the vehicle, availability check.
* Sales representative following the intervention <span style="background:#6b6b6b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0.3</span>


''[[#Table of Contents|⬆ Back to top]]''
''[[#Table of Contents|⬆ Back to top]]''


==Projects Tab==
==Projects tab==


[[File:Ultimatepdf_help-13-15.png|link=Special:FilePath/Ultimatepdf_help-13-15.png]]
[[File:Ultimatepdf_help-13-15.png|link=Special:FilePath/Ultimatepdf_help-13-15.png]]


- Settings can now be configured independently for Projects.
* Settings can now be made independently for projects.


''[[#Table of Contents|⬆ Back to top]]''
''[[#Table of Contents|⬆ Back to top]]''


==Products Tab==
==Products tab==


[[File:Ultimatepdf_help-15-16.png|link=Special:FilePath/Ultimatepdf_help-15-16.png]]
[[File:Ultimatepdf_help-15-16.png|link=Special:FilePath/Ultimatepdf_help-15-16.png]]


- Settings can now be configured independently for Products.
* Settings can now be made independently for products.
* Background image or PDF specific to product sheets <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">19.0+</span>


''[[#Table of Contents|⬆ Back to top]]''
''[[#Table of Contents|⬆ Back to top]]''


==BOMs Tab==
==BOMs tab==


[[File:Ultimatepdf help-15 17.png|link=link=Special:FilePath/Ultimatepdf_help-15-17.png|alt=]]
[[File:Ultimatepdf_help-15-17.png|link=Special:FilePath/Ultimatepdf_help-15-17.png]]


- Settings can now be configured independently for BOMs.
* Settings can now be made independently for BOMs <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">15.0+</span>
* Cost column <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">16.0+</span>


''[[#Table of Contents|⬆ Back to top]]''
''[[#Table of Contents|⬆ Back to top]]''


=Usage=
=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.
Easy to use: in a few clicks your documents take on your colours, and each of your employees can have personalised 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: [mailto:contact@atoo-net.com email me]
If, despite all its features, UltimatePDF does not let you build a very specialised document template, you can ask us to develop it: [mailto:contact@atoo-net.com email me]


=Compatibility and Synergies=
=Compatibility and synergies=


UltimatePDF is compatible with:
UltimatePDF is compatible with:
- The Milestone module
* The Milestone module
- The MBI Signature module
* The MBI Signature module
- The Sales and Purchase Unit Management module (displays results in a units column across all templates)
* The sales and purchase units management module (results shown in a unit column on all templates)
- The Incoterm module
* The Incoterm module
- Progress billing management.
* Situation invoices.
* The native Subtotals module <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.1+</span>
* The native Resources module (interventions) <span style="background:#1f6f8b;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">24.0.5+</span>
* The einvoicing and facturx electronic invoicing modules (Factur-X PDF/A-3b) <span style="background:#c05a1a;color:#fff;border-radius:3px;padding:0 5px;font-size:85%;white-space:nowrap">25.0+</span>
 
=What's new by version=
Summary of the main new features. The full details are in the ChangeLog shipped with the module.


=Development=
{| class="wikitable"
UltimatePDF is a module maintained on the Framasoft Git:
! Version !! Main new features
https://git.framasoft.org/grandoc/ultimatepdf
|-
| '''25.0.3''' ''(upcoming)'' || Template export/import as JSON and "Ardoise & Cuivre" sample template; real PDF preview in template setup; column title text colour computed automatically; accordion setup pages; signature of the person in charge, PDF merging, project, reverse charge and follow-up sales representative extended to shipments, deliveries, receptions and supplier documents; weight column on supplier orders.
|-
| '''25.0.2''' || Fix of the total including tax rounding.
|-
| '''25.0.1''' || DIN 5008 sender line; <code>MAIN_INVERT_SENDER_RECIPIENT</code> honoured.
|-
| '''25.0.0''' || Dolibarr 25 and PHP 8.4/8.5 compatibility (PHP 8.2 minimum); Factur-X / PDF/A-3 electronic invoice; customer SIREN and operation category (French reform); terms and conditions included automatically; deposits in the invoice footer.
|-
| '''24.0.11''' || DIN 5008 sender line.
|-
| '''24.0.9''' || Template switch working under Dolibarr 23.
|-
| '''24.0.8''' || Expanding address frames; maskable sales representative label; deposits in the invoice footer.
|-
| '''24.0.6''' || Fix of the VAT on situation invoices.
|-
| '''24.0.5''' || Swiss QR-bill; free positioning of address blocks and "Frameless" style; assigned resources on interventions; free entry excluding/including tax on expense reports; tooltips on every option; company note under the sender.
|-
| '''24.0.4''' || Linked objects and shipments of the order on invoices.
|-
| '''24.0.2''' || Only one QR code at the top of the document, with a warning.
|-
| '''24.0.1''' || Reworked acceptance report; native Subtotals module; footer logo band; signature of the person in charge on invoices, interventions and supplier orders; column settings in tabs; richer expense reports; renumbering of merged PDFs; warehouse column on shipments.
|-
| '''24.0.0''' || Built-in user guide in 5 languages.
|-
| '''23.0''' || Documents without VAT column; remainder to pay excluding tax; minimum table height.
|-
| '''22.0''' || Footer background colour; received quantity column; logo can be hidden on supplier orders.
|-
| '''21.0''' || Full-width banner; Qualibat logo; QR codes on expense reports; weight on contracts; date as text everywhere.
|-
| '''20.0''' || Online electronic signature of proposals; custom first page; long description can be hidden.
|-
| '''19.0''' || Background specific to product sheets; product barcode on receptions; background image transparency.
|-
| '''18.0''' || Attached terms and conditions; date as text; pro forma and acceptance report templates; price request columns; maskable sub-menus.
|-
| '''17.0''' || Richer contracts; PDF merging on supplier invoices; capital / legal form / intra-community VAT aliases.
|-
| '''16.0''' || Settings specific to each template; title background colour; logo size; column widths.
|-
| '''15.0''' || Bill of materials (BOM) template; delivery note options; presentation pages.
|}


''[[#Table of Contents|⬆ Back to top]]''
''[[#Table of Contents|⬆ Back to top]]''
Retrieved from "https://wiki.dolibarr.org/index.php/Special:MobileDiff/67442"

Navigation menu