Document templates

Document Templates That Fill Themselves In

Design your handover protocol, receipt or quote once. ZentiKO fills it in from the job and produces the finished PDF automatically. The person building the template is an office administrator, not a developer — so there is nothing to code and nothing to type wrong.

The ZentiKO document template builder: a list of value chips on the left — customer name, address, serial number, completion date, technician, signature — dropped onto a handover protocol page on the right

Pick a value from the list and drop it on the page. There is nothing to type, so there is nothing to type wrong.

No placeholders. No formulas.

There is no expression language anywhere. A dynamic value — customer name, serial number, date, signature — is a chip you pick from a list and drop onto the page. Nothing can be typed wrong, so there is no such thing as a broken template.

Preview with real values

As you build, the preview shows the document resolved against an actual job — the real customer name and the real serial number, not a placeholder. You see the finished page before you save it.

Produced on its own

Choose a status and the document is produced the moment a job reaches it, or generate it on demand from the task. The finished PDF downloads straight from the task.

What else the builder does

  • Start from a starter template or from a blank page.
  • Your logo and company header on every document.
  • Pick any value the job already holds — customer, address, dates, custom fields, signatures.
  • The finished PDF downloads from the task itself.
  • The dispatcher list flags any task whose document failed to generate.
  • One template can serve many task types, or a task type can have its own.
The finished PDF: a handover protocol with the customer, address, serial number and completion date filled in from the job, the technician named and the customer signature captured
The same template once the job is done — every chip replaced by the real value, ready to download from the task.

The values a template can use are the fields on your task types. To see how those are defined, read about custom workflows.

FAQ

Frequently Asked Questions

Still unsure? Talk to our team — we answer within one business day.

No. There are no placeholders to type and no expression language to learn. Every dynamic value is a chip you pick from a list of the fields your job already carries, and you drop it where you want it on the page. Because nothing is typed, a template cannot be broken by a typo.

Stop rebuilding the same PDF by hand

Full-featured 14-day free trial. €15/user/month after, unlimited users. No credit card required.