PDF Configurations

Learn how to fully customise PDF documents in Eturnity. This comprehensive guide explains the three main areas of PDF configuration: Branding for your company logo and colours, custom pages for your own PDF content, and document templates for efficient document creation.

Overview: PDF Configuration in Eturnity

The PDF configuration features in Eturnity enable administrators to customise all generated PDF documents to match your company identity and significantly accelerate document creation. These features are divided into three main areas, all accessible via Settings (top right corner):

Branding: Configuration of logo and three main colours for all PDF documents
Custom Pages: Upload your own PDF pages such as terms and conditions or company information
Document Templates: Creation of reusable templates with pre-selected pages for different project types

These three features work together to create professional, brand-consistent documents whilst reducing document creation time.

Prerequisites

To use the PDF configuration settings, you need:

Administrator rights: Only users with Administrator or Company Administrator role can access these settings
Active licence: A full Eturnity licence (not available in Partner licences)
For Branding: PNG logo file (max. 1 MB, minimum height 70 pixels)
For custom pages: PDF files (max. 70 MB per file)

1. Branding Configuration

The Branding area allows you to define your company logo and three brand colours that are automatically used in all PDF documents.

Accessing Branding Settings

Click on Settings in the top right corner of Eturnity Expert
Select PDF Configurations > Branding from the side menu

Creating a New Branding

Click on the branding in the branding list
Enter a meaningful branding name
Configure the three document colours:
- Main accent color (Color 1): Used for emphasised text, subtitles and footers
- Secondary color (Color 2): Used for charts and infographics
- Backup color (Color 3): Additional colour when two colours are not enough
Enter the HEX code for each colour (e.g. #FF5733). The colour preview displays the colour immediately
Upload your company logo:
- Drag the PNG file into the upload area, or click on Select file
- The logo should be in PNG format, with transparent background and a minimum height of 70 pixels
- Maximum file size: 1 MB
Click Save in the top right corner

2. Custom Pages

With custom pages, you can upload your own PDF documents and integrate them into your proposals. This is ideal for static content such as terms and conditions, company information, warranty conditions or technical specifications.

Accessing Pages Settings

Click on Settings in the top right corner
Select PDF Configurations > Custom Pages
You will see a table with all existing custom pages

Creating a New Custom Page

Click on + Create from file
Enter a page name (max. 50 characters) that will be displayed in the document configuration
Select the language of the page from the dropdown (German, French, Italian, etc.). This ensures that the page is only available for documents in the matching language
Select the technologies for which this page is relevant:
- Photovoltaics
- Battery
- Heating
- E-Mobility
- Energy Management
- Free Technology
Upload your PDF file:
- Drag the PDF file into the upload area, or click on Select file
- Supported format: PDF
- Maximum file size: 70 MB
Click Save

3. Document Templates

Document templates are pre-configured page compilations that you can load into projects with one click. Instead of individually selecting and arranging pages for each project, you can create a template that contains all required pages in the correct order.

When to Use Document Templates?

Document templates are particularly valuable when you:

Serve different customer types (e.g. residential vs. commercial customers with different information needs)
Offer different technology combinations (e.g. PV-only, PV+Battery, PV+E-Mobility)
Want to represent project phases (e.g. Initial proposal, Detailed proposal, Final proposal)
Want to ensure standardisation in the team (all staff use the same document structure)

Time saving: A well-configured document template reduces document creation time

Creating a Document Template

Document templates are created directly in the settings:

Open an existing project (or create a sample project)
Navigate to the Documents tab
Select Document type: Quotation
Configure your desired page compilation:
- Click on + Add pages to add individual pages from the catalogue
- Select relevant pages: 3D visualisations, economic analysis, component overview, CO2 analysis, etc.
- Arrange the pages in the desired order using drag & drop
- Add your custom pages if required (e.g. terms and conditions at the end)
When your configuration is complete, save the changes

Important: Saving as a document template happens automatically in the background. Once you save a document configuration in a project, it becomes available as a reusable template. The exact mechanism for explicitly saving as a named template may be expanded in future Eturnity versions.

Using Document Templates in Projects

Once document templates are created, you can quickly load them into new projects:

Click on Settings in the top right corner
Select PDF Configurations > Document Templates
Click on Add new template
Give the document a name such as "Detailed proposal"
Select the language
Select the desired pages and define the order
Save the template

Best Practices for Document Templates

To get maximum benefit from document templates, we recommend:

Clear naming: Use descriptive names like "PV Standard Residential", "PV+Battery Commercial", "E-Mobility Complete Package"
3-5 main templates: Don't create too many templates; 3-5 well-designed templates cover most scenarios
Regular review: Review quarterly whether your templates are still current and adjust them as needed
Team alignment: Define with your team which templates should be used for which project types
Modular structure: Start with a basic structure and add technology-specific pages, rather than creating a separate template for each combination

Interaction of the Three Features

The true strength of PDF configuration is shown in the interaction of all three areas:

Branding defines the visual appearance (logo + colours)
Custom pages provide company-specific content
Document templates combine standard pages and custom pages into reusable structures

Avoiding Common Mistakes

Missing HEX codes: Branding colours must be entered as HEX codes (e.g. #FF5733), not as RGB or colour names
Logo files too large: Compress logos before upload to under 1 MB with at least 70 pixels height
Wrong PDF page language: Make sure the language of the custom page matches the document language, otherwise the page will not be displayed
Too many document templates: Less is more – 3-5 well-designed templates are more effective than 20 similar variants
Missing technology mapping: Custom pages are only displayed in projects with the assigned technologies

Expected Results

After complete configuration of the PDF settings, you benefit from:

Time savings in document creation through use of templates
100% brand consistency across all PDF documents
Professional impression with customers through individually branded proposals
Reduced error rate through standardised document structures
Flexibility for campaign or product-specific adjustments
Scalability for growing teams with consistent document quality

Need help? For questions about PDF configuration or if you require advanced customisations (e.g. individual layout for your terms and conditions, new page designs or special automation), contact support@eturnity.com