Questions about Print Template Design
Question 1. How to create print templates in Getfly?
What is a Print Template?
A print template is a predefined layout used to generate documents with consistent content and structure. Print templates are often used for:
Sales/purchase orders
Receipts/payments
Sales/purchase contracts
Quotations
Stock-in/out forms
Tasks
Warranty receipt forms
Product barcode labels,...
You can create multiple print templates to match different customer segments or purchasing needs.
Benefits of using templates:
Time-saving: You avoid drafting documents from scratch every time.
Consistency: Ensures your documents follow a standard format and wording.
Risk reduction: Contract templates are usually carefully reviewed, helping reduce legal or operational risks.
How to Create a Print Template
In Getfly Follow the steps below to create a print template:
Step 1: Go to Settings → System Configuration → CRM Configuration
Step 2: Click Print Template. A list of document types will appear.
Step 3: Choose the document type you want to customize → Click Add New. You’ll see two options:
Upload HTML Template: Upload a pre-designed HTML template
Edit Order Template: Modify the system’s default order template
Step 4: Enter a name for your template → Click Add New to save it.
Question 2. How to perform common editing tasks in a print template?
Here are some basic editing actions you can perform when designing templates:
Delete table/row/column: Click on the item you want to remove → Click the Delete icon:
Select Delete Table to remove the whole table
Select Delete Row to remove a row
Select Delete Column to remove a column
Insert a row above/below: Click on a row where you want to add a new line → Click the Add Row icon:
Select Insert Row Above to add a row above
Select Insert Row Below to add a row below
Insert an image into a template: Place your cursor where you want to insert the image → Click the Insert/Edit Image icon → Paste the image URL into the Source field → Click Save
Question 3. How to change font color and background color in a print template?
To edit colors in a print template, follow these steps:
Go to Getfly → Settings → System Configuration → CRM Configuration → Print Template → Select the template you want to edit (e.g., contract, order, etc.) → Click Edit Template
Change Font Color: Highlight the text → Click the A icon → Choose your preferred text color
Change Background Color: Highlight the text → Click the Paintbrush icon → Choose your preferred background color
After editing, click Update to save the template.
Question 4. How to adjust the size of image variables (logo, barcode, tracking number, etc.) in a print template?
While creating and designing a print template, Getfly provides several variables related to image display, such as the company logo, barcode, tracking number, etc. If you want to adjust the size of these images to make the printout more balanced, follow these steps:
Step 1: Go to Settings → CRM Configuration → Print Template → Choose the print template you want to adjust → Click Edit
The default variables for images in Getfly are:
{{so.account.thumbnail_logo}}: Customer logo
{{company.company_logo_thumb}} or {{company_logo}}: Company logo
{{so.lading_barcode_image}}: Tracking number barcode image
If the images appear too large or too small compared to what you want, you can add the following structure at the end of the variable code: :120xauto (you can adjust the "120" value to your desired size).
For example: {{so.lading_barcode_image}} → {{so.lading_barcode_image:150xauto}}
Question 5. How to display the shipping address and delivery time when printing an invoice?
Getfly already has a default order print template that includes information about the shipping address and delivery time.
If you want to create a new print template, you can select order clause variables to display the shipping address and delivery time. These variables are found in the "order clause variables" section.
You can also refer to the article on how to create a print template using this link.
Question 6. Why does the logo and customer address not display when printing an order from Getfly?
This issue occurs because you haven’t added the company logo in the system settings. To ensure the company logo appears on the order printout, follow these steps:
Add the company logo in the system
Go to Settings → System Configuration → Company Information
Click Update to add the company logo
Click Add Image to upload your logo and click Update
Note: Make sure the logo image is appropriately sized for the order printout.
Insert the company logo variable in the sales order print template
Case 1: For custom print templates
Step 1: Go to Settings → System Configuration → CRM Configuration → Print Template → Sales Order
Step 2: Click Add Variable → Choose Company → Copy the company logo variable and insert it where needed
Step 3: Enter a name for your template and click Add New to save it
After that, when you print the order using this custom template, the company logo will be displayed!
Case 2: For default print templates
If you print using Getfly’s default template, once you’ve added the company logo in Step 1, the system will automatically pull the logo image when printing the order. No need to insert the logo variable manually.
Last updated