PDF documents

A row becomes a PDF: an invoice with its lines and its total, a quote, a delivery note, a product sheet, a certificate. In a row’s details, the PDF document button opens it in a new tab, from which the browser prints or saves it.

The sheet, with nothing to set up

Without a template, a row prints as a sheet: its name as the title, then every field you can read, in your language.

Create a template

Whoever builds the table — the Manage level — creates templates from a row’s details: PDF document › Document templates…. A new template starts from a starting point:

Starting point	What it sets up
Invoice	a header with logo and contact details, “INVOICE”, number and date; client; invoiced lines and their total; net / gross summary; payment terms; legal notices in the footer
Quote	a title on a colored band, information in a grid, services, validity, an “Approved” zone
Record sheet	a large full-width title, the image field’s photo, fields in a grid, long texts
Certificate	a framed landscape page, centered text, a signature
Blank page	a title and the row’s fields

It is built with your table’s columns — its number, its date, its amounts, its photo, the rows linked to it — and whatever the table doesn’t have is simply left out. Everything can be changed afterwards; the preview, on the right, shows the PDF of the open row and updates with every change.

The content: blocks

The blocks follow one another from top to bottom; you drag them by their handle to reorder them, and open them to set them up.

Block	What it shows
Heading	a large title and a subtitle, plain, in color, underlined, or on a band — edge to edge of the page
Text	rich text — headings, bold, lists, links — that cites the row’s columns with the Column menu: “Invoice {{numero}} of {{date}}”; aligned or justified, on a tinted background, framed or marked with a colored bar
Image	a logo, a stamp, or the photo of an image field of the row
Row fields	the chosen fields, or all of them: label on the left, label above in a grid of 2 or 3, or summary — values on the right, the last one (the total due) in bold; empty fields can be hidden
Table of linked rows	the rows that point to this one — an invoice’s lines — or the ones a multiple relation points to, with their totals; colored header, every other row tinted, column headers, widths and alignments at your hand (“Qty” for “Quantity”)
Columns	two or three columns side by side, each with its own blocks: “Bill to” on one side, the references on the other
Separator, Space	a line — short for a signature — or a blank
Page break	the rest on a new page

The style and the page

• Accent color — the one of your brand: headings, bands, table headers, links. Text placed on it is white or dark, whichever reads best.
• Text color, font of the text and of the titles (sans-serif or serif), text size, subheading style.
• Page size (A4 or Letter), orientation, margins, a single or double border around the page, content centered vertically — for a certificate.
• Language of the values: amounts are written with their currency (“1,234.50 €”), dates written out in full (“September 30, 2026”), yes and no, a choice’s label, a person’s name. The text is set in embedded fonts that cover basedb’s twenty languages, ideographic characters included.

Header and footer

The header carries your logo — an uploaded image (PNG, JPEG or SVG; an oversized image is shrunk) or the row’s image field —, a text on the left (your contact details) and a text on the right (what the document is, its number, its date), on the first page or on every one. The footer carries your legal notices and the page numbers. Both cite the row’s columns, like a text block.

Everyone with their own permissions

A document is read with the permissions of whoever prints it: a field hidden from them does not appear there — neither in a text nor as an image —, a linked row they cannot see is not in the table — nor in the total. Two people can therefore get two different documents from the same row: each has their own.

By the API

# A row’s PDF with a template, or a “sheet”
curl -H "Authorization: Bearer $TOKEN" -o facture.pdf \
  "$BASEDB/api/v1/$TENANT/data/ventes/factures/$ID/documents/$MODELE"

GET …/data/{base}/{table}/documents lists the table’s templates.

Limits

• An uploaded image weighs 300 KB at most, eight per template; an image from a field is reused if it is a PNG or a JPEG.
• A value from a linked row is cited outside the table through a lookup on the document’s table; a gross total is a field of the table.
• One document per row: no multi-row PDF yet. An automation can do it for you — Generate a PDF — and send it as an attachment.