How to use the new PDF template?

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Reading Time: 7 min

In this article, we will introduce you to customizing and using the new PDF reports available in your Property Advisor tool.

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Introduction

Customization options are not completely new to Property Advisor; the Property Report and Property Appraisal templates already exist.

To enable you to create even more personalized and attractive media, a new version of the PDF reports is now available, accessible in the PriceHubble Plateforme.

Table of Content

1. Benefits of the new version
2. How do I use the new PDF modules?
3. How to customise my PDF report and save it?

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1. Benefits of the new version

This new version of the PDF templates offers a number of advantages:

• Reduced creation time: With the new version of PDF reports, the creation time of a report has been considerably reduced. Previously, you had to wait several minutes to generate a report, whereas thanks to the technology used in the new version, the report is generated instantly.
• Possibility of previewing before printing: Before downloading or printing your report, you can now consult it via your space and make any necessary changes while viewing the layout of the final report.
• Ability to modify the PDF report: Previously, you could choose which module or section to add to your report, but you didn't have the possibility to make any additional changes to the generated report. Now we are giving you greater flexibility to modify the PDF report:
  
  • Delete pages or sections you don't want to keep with 1 click
  • Within each page, delete or move any module (text, map, table, etc.)
  • Delete or customise all the text content in the report by choosing a font, typeface, colour, etc.

2. ​​How do I use the new PDF modules?

To create a report, follow the steps below:

• Step 1:
  Click the menu at the top right of the chosen dossier.
• Step 2:
  Click the option Export PDF report.

A new window opens, allowing you to choose the new version of the PDF report by following the steps below :

• Step 1 :
  Select the New template option.
• Step 2 :
  Select the report type to be created. 3 templates are available, depending on the dossier Deal Type:
  • Locatif CC - 🇫🇷 Français: For a rental valuation including charges.
  • Locatif HC - 🇫🇷 Français: For a rental valuation excluding charges.
  • Transaction - 🇫🇷: For a sale valuation.

By clicking on the Continue button, the PDF report will be generated in a new tab.

The report can easily be updated by clicking the button Éditer le PDF.

In edit mode, you can manually modify, add or delete:

• the sections or pages of your choice listed in the left-hand side menu
• the components of each section, such as text zones, maps or tables
• the text

• Modifying PDF sections

You can change the order of the sections or pages listed in the left-hand menu using the drag-and-drop option. In the left-hand menu, select the page you want to move, then drag it up or down in the list.

To delete a page, click on the red bin icon to the right of the selected page name in the left-hand side menu.

• Modifying PDF components

To modify an element of the PDF, whether a text box, image or graphic, click on the element in question in the central page. It will then be framed in blue, indicating that it can be moved by dragging, or deleted by clicking on the Bin icon.

• Modifying text

To modify existing text, click on a text component, then select the text to be modified in the blue box. You can change the text style (size, font, alignment, etc.) in the text editor pop-up window.

• Step 1:
  Click to select a text component.
• Step 2:
  Select text.
• Step 3:
  Modify the text style in the text editor pop-up window.

• Step 4:
  Once you have completed your changes, click the Done button to switch to view mode.

Then click on the Download button at the top right of the screen to download your file to your workstation.

3 - How to customise my PDF report and save it?

• Option to change the brand color and include your logo and contact details
  
  • You can change the brand color, add your logo and your name, phone number and email address. Go to the Settings menu and change the fields in the User settings and Organisation settings tabs.

• • A user with user rights can add contact details and a profile photo.
    A user with administrator rights is the only one who can update the organisation settings, including the company name, website, brand color and logo.

• • This setting will be saved for all PDF reports created after the change and will appear in the headers and footers of each page of the report.

• Creating and saving customised templates for the company

A user with administrator rights can create custom templates. They will then be available to all users by default.

• Step 1 :
  Click on the User icon and then access the PDF Settings option.

• Step 2 :
  Click on the Create a custom template button.

• Step 3 :
  Then select one of our predefined templates to suit your needs:

• • • Rent - Gross (dossier including additional costs)
    • Rental - Net (dossier excluding additional costs)

• Step 4 :
  Update the template as detailed in the previous sections.
• Step 5 :
  Save the template by clicking on the Save as new button.

• Step 6 :
  In the new Template name window, rename your template, then click the Save and exit button.

Once you have clicked Save and exit, the template will be available in your PDF Settings area.

The option allows you to perform the following actions on the template at any time:

• Edit PDF
• Rename Template
• Remove PDF from the list

This template will now be available in the drop-down menu of the Create PDF Reports window for all your organisation's users.