¶ Overview
Figure: Management of customer-facing and internal documents.
Document Templates control the visual layout and content of all system outputs. Whether it is a physical PDF invoice or an automated SMS repair update, the appearance is managed here.
¶ Multi-Channel Delivery
¶ Output Channels
Each document type (e.g., Sales Invoice) can have unique templates for different channels:
- PDF: High-quality print layouts for physical handovers.
- Email: Rich HTML layouts for digital correspondence.
- SMS: Concise text-only versions for mobile alerts.
¶ Dynamic Variables
Templates use placeholders (e.g., `{{customer_name}}`, `{{total_amount}}`) that the system automatically replaces with real-time data when a document is generated.