# Document Templates
Create custom PDF documents from quotes using rich text and dynamic variables.
## Overview
Document templates let you generate branded PDFs from quotes. Use a rich text editor to design documents and insert variables that pull data from the quote or company. PDFs include branded headers and pagination.
## Creating Templates
1. Go to **Settings** → **Document Templates**
2. Click **"New Template"**
3. Enter template name
4. Use rich text editor to design document
5. Insert variables (see below)
6. Save
## Variables
Insert variables to pull data from quotes and company info. Variables are replaced with actual values when generating PDFs.
### Quote Variables
- `{{customer_name}}` - Customer name
- `{{customer_email}}` - Customer email
- `{{customer_phone}}` - Customer phone
- `{{customer_address}}` - Property address
- `{{system_size}}` - System size (kW DC)
- `{{panel_count}}` - Number of panels
- `{{annual_production}}` - Estimated annual kWh
- `{{system_price}}` - Total system price
- `{{quote_date}}` - Quote creation date
- `{{project_name}}` - Project name
### Company Variables
- `{{company_name}}` - Your company name
- `{{company_logo}}` - Company logo
- `{{company_email}}` - Company email
- `{{company_phone}}` - Company phone
- `{{company_address}}` - Company address
- `{{company_website}}` - Company website
## Rich Text Editor
The editor supports:
- Text formatting (bold, italic, underline)
- Headings
- Lists (bullet, numbered)
- Links
- Images
- Tables
- Text alignment
## Generating PDFs
From a quote:
1. Open quote
2. Click **"Generate Document"**
3. Select template
4. PDF generates with variables replaced
5. Download or email to customer
PDFs include:
- Branded header with logo
- Page numbers
- Professional formatting
- All variable data from quote
## Use Cases
- Service agreements
- Installation contracts
- Warranty documents
- System specifications
- Permit applications
- Homeowner manuals
- Maintenance schedules
## Managing Templates
**Edit:** Click template → Modify content → Save
**Duplicate:** Clone templates for variations
**Delete:** Remove unused templates
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**Related:** [[settings/Theme Settings|Theme Settings]] | [[Quotes/Quote Customization|Quote Customization]]