Introduction
Using tables and custom variables in your PDF templates allows for dynamic and customizable document creation. This feature is particularly useful for creating documents like invoices, where specific fields need to be updated for different recipients. Follow these steps to use tables and custom variables in BoloSign efficiently.
1. Open your dashboard and click on Documents
2. Click on PDF Templates
3. Click on Create Template
4. Select "Invoice templates.pdf" from the file upload menu
5. Type "invoice test"
6. Click on Confirm
7. Click on Table
8. Drag the table where you want to place it.
9. Click on Add Column, to add more Columns as per your requirements.
10. Click on Add Row, to add more rows.
11. edit the table as you want.
12. Remove the content where you want your custom variable.
13. Click on Variables
14. Click on Add custom variable
15. Type "Quantity". Here, we are adding a custom variable for Quantity.
16. Click on Add variable
17. Click on Custom
18. Select the Quantity option by clicking on the 6 dots.
19. Place the option where you need it. This feature will allow you to edit the value again for different customers and you don't need to make it from scratch.
20. Click on Save
21. Here, you can edit the value before sending it to your customer.
22. I am typing "10" for this.
23. Enter the email address.
24. Fill in the details
25. Click on Send
26. Click on Send Via Email
FAQs
How do I add a table to my PDF template in BoloSign?
Ans. Click on the "Table" option in the template editor, then drag and place the table where needed in your document.
Can I add custom variables to my PDF templates?
Ans. Yes, you can add custom variables by selecting the "Variables" option and creating new custom variables as needed.
How do I edit custom variable values before sending the document?
Ans. You can edit the values of custom variables directly in the template before sending the document to the recipient.What types of documents can benefit from tables and custom variables?
Ans. Documents like invoices, reports, and forms can benefit greatly from the use of tables and custom variables to dynamically adjust content.Is it possible to add multiple tables and custom variables to a single template?
Ans. Yes, you can add multiple tables and custom variables to a single PDF template to suit your document's requirements.Could you tell me how I make sure the custom variables are correctly placed in the document?
Ans. Drag and drop the custom variables into the appropriate cells or sections in your table, ensuring they are correctly aligned with your content.
Conclusion
Using tables and custom variables in PDF templates with BoloSign allows for dynamic and customizable document creation, enhancing efficiency and accuracy. By following these steps, you can easily add and manage tables and custom variables in your templates, ensuring your documents meet specific requirements and are tailored for each recipient. BoloSign's intuitive interface makes it easy to implement these features, streamlining your document workflow.
26. Click on Send Via Email