Download template PDF files

note

Document Builder can support quote and invoice templates. However, even if Document Builder is enabled and accessible through the user interface, additional one-time configuration might be required.
Go to Manage > Marketplace > Settings.
- If DOCUMENT BUILDER appears in the left menu, see Document Builder prerequisites to confirm whether it is configured for invoice templates, quote templates, both, or neither.
- If DOCUMENT BUILDER does not appear in the left menu, either Contact your AppDirect technical representative to request it, or see Invoice templates and Quote templates to create and manage templates instead.

Marketplace Managers can download the template preview view, and templates displaying mock data, in PDF format.

To download template PDFs

1. Go to Manage > Marketplace > Settings > DOCUMENT BUILDER | Manage Templates. The Manage Templates page opens.
2. From the Select Template Type dropdown list, select the template type.
3. Click documentName. The document details page opens.
4. Under the Template Preview section, click on PDF. Pause on the menu bar in the Template preview pane.
5. Click the download icon. The PDF of the invoice preview view (without mock data) automatically downloads to your local default downloads folder.