PDF Template Designer: Customize Invoice Layouts in Eme2App

The PDF Designer lets you build fully branded document layouts for invoices (factura), quotes (presupuesto), delivery notes (albaran), or any combination—without touching code. Each format is a named template stored in the pdf_formatos table, scoped to a specific empresa or even a single client. The designer provides a WYSIWYG rich-text editor for every document section (header, footer, notes, etc.), a separate editor for the line-item detail table, live preview panes for both, and a reusable style toolbar covering bold, italic, underline, font family, size, and color. Formats can be duplicated, reordered by drag-and-drop, and toggled active or inactive without deletion.

Core Concepts

Ámbito (Scope)

Each template has an ambito that determines when it is selected automatically:

Ámbito	Description
`global`	Applies to all documents unless overridden by a more specific scope.
`empresa`	Applies to all documents for the active empresa. Overrides `global`.
`cliente`	Applies to documents for a specific client. Overrides `empresa` and `global`.

Tipo de Documento

Value	Applies to
`factura`	Invoices only
`presupuesto`	Quotes only
`albaran`	Delivery notes only
`ambos`	Invoices and quotes

Format Selection Logic

When rendering a document, Eme2App calls GET /api/pdf-formatos/aplicable and selects the most specific active format: client-level → empresa-level → global. If no matching format is found, datos is null and the system falls back to its built-in layout.

Template Tokens

Inside any rich-text section you can insert dynamic tokens. Eme2App substitutes them at render time with values from the actual document: Empresa tokens:

{{empresa.nombre_comercial}} — Trading name of the issuing company
{{empresa.codigo_postal}} — Postal code of the issuing company
(and other empresa fields following the same {{empresa.<field>}} pattern)

Cliente tokens:

{{cliente.codigo_postal}} — Client postal code
(other client fields via {{cliente.<field>}})

Documento tokens:

Follow the {{documento.<field>}} pattern for date, number, totals, and other document-level fields.

Tokens that resolve to null or an empty value are replaced with an empty string—they never appear as raw {{...}} placeholders in the generated PDF.

API Reference

List Formats

GET /api/pdf-formatos
Authorization: Bearer <token>

Optional query parameters: tipo_documento, ambito, activo (filters the result set).

{
  "estado": "exito",
  "datos": [
    {
      "id": "uuid",
      "nombre": "Plantilla Principal",
      "ambito": "empresa",
      "tipo_documento": "ambos",
      "orden": 1,
      "activo": true,
      "estructura": { "..." }
    }
  ]
}

Create a Format

POST /api/pdf-formatos
Authorization: Bearer <token>
Content-Type: application/json

{
  "nombre": "Plantilla Verano 2025",
  "ambito": "empresa",
  "tipo_documento": "factura",
  "activo": true,
  "estructura": {
    "cabecera": { "contenido": "<p>{{empresa.nombre_comercial}}</p>", "estilos": {} },
    "pie": { "contenido": "<p>Gracias por su confianza.</p>", "estilos": {} }
  }
}

estructura is a free-form JSON object; its shape is defined by the frontend designer and stored verbatim. The orden is assigned automatically based on existing formats of the same tipo_documento.

Get Applicable Format for a Document

GET /api/pdf-formatos/aplicable?tipo_documento=factura&cliente_id=<uuid>&empresa_id=<uuid>
Authorization: Bearer <token>

tipo_documento is required. cliente_id and empresa_id are optional and drive the scope resolution described above.

Duplicate a Format

Creates an exact copy of an existing format with the name "<nombre original> - Copia", placed at the end of the order for its document type.

POST /api/pdf-formatos/:id/duplicar
Authorization: Bearer <token>

{
  "estado": "exito",
  "mensaje": "Formato PDF duplicado correctamente",
  "datos": { "id": "new-uuid", "nombre": "Plantilla Verano 2025 - Copia", "..." }
}

Reorder Formats

Send the complete ordered list of IDs for a given tipo_documento. Every ID in the existing set must be present—partial lists are rejected.

PUT /api/pdf-formatos/orden
Authorization: Bearer <token>
Content-Type: application/json

{
  "tipo_documento": "factura",
  "ids": ["uuid-1", "uuid-3", "uuid-2"]
}

You must include all format IDs for the given tipo_documento. Sending a partial list returns HTTP 400: "Debes enviar todos los formatos del grupo para guardar el orden".

Update a Format

PUT /api/pdf-formatos/:id
Authorization: Bearer <token>
Content-Type: application/json

{
  "nombre": "Plantilla Principal v2",
  "ambito": "empresa",
  "tipo_documento": "ambos",
  "activo": true,
  "estructura": { "..." }
}

Delete a Format

DELETE /api/pdf-formatos/:id
Authorization: Bearer <token>

{
  "estado": "exito",
  "mensaje": "Formato PDF eliminado correctamente"
}

Designer UI Walkthrough

Open the designer

Navigate to Configuración → Diseñador PDF. The left panel lists all formats for the active empresa. Click Nuevo formato to open a blank template, or click any existing format to edit it.

Set metadata

Enter the template Nombre, choose the Ámbito (global / empresa / cliente) and the Tipo de documento (factura, presupuesto, albaran, ambos). If Ámbito is cliente, select the specific client from the dropdown.

Edit sections

Each section (e.g., Cabecera, Pie, Notas) has its own WYSIWYG editor. Use the style toolbar to apply negrita, cursiva, subrayado, color, font family, and font size. Insert tokens from the token picker or type them directly as {{empresa.nombre_comercial}}.

Style the detail table

The line-item table has a dedicated editor. Toggle between the Cabecera de tabla and Cuerpo de tabla sub-sections to apply independent styles to column headers and data rows.

Preview and save

The live preview panel updates as you type. When the layout looks correct, click Guardar. The format becomes available immediately for new documents.

Reorder and duplicate

Drag formats in the list to reorder them. Use the Duplicar button to create a copy that you can customise further without affecting the original.

The detail table editor maintains independent styles for the header row and the body rows. Changes to the header style (column labels) do not affect the body style (line items), and vice versa. This allows you to, for example, use a bold dark background for column headers and a lighter font for the data rows.

Access Control

Operation	Required Role
`GET /api/pdf-formatos`	Authenticated (any role)
`GET /api/pdf-formatos/:id`	Authenticated (any role)
`GET /api/pdf-formatos/aplicable`	Authenticated (any role)
`POST /api/pdf-formatos`	`admin`
`POST /api/pdf-formatos/:id/duplicar`	`admin`
`PUT /api/pdf-formatos/:id`	`admin`
`PUT /api/pdf-formatos/orden`	`admin`
`DELETE /api/pdf-formatos/:id`	`admin`

Get Started

Core Modules

Configuration

Integrations

PDF Template Designer: Customize Invoice Layouts in Eme2App

Core Concepts

Ámbito (Scope)

Tipo de Documento

Format Selection Logic

Template Tokens

API Reference

List Formats

Create a Format

Get Applicable Format for a Document

Duplicate a Format

Reorder Formats

Update a Format

Delete a Format

Designer UI Walkthrough

Access Control

Build docs developers (and LLMs) love

Get Started

Core Modules

Configuration

Integrations

Documentation Index

​Core Concepts

​Ámbito (Scope)

​Tipo de Documento

​Format Selection Logic

​Template Tokens

​API Reference

​List Formats

​Create a Format

​Get Applicable Format for a Document

​Duplicate a Format

​Reorder Formats

​Update a Format

​Delete a Format

​Designer UI Walkthrough

​Access Control

Build docs developers (and LLMs) love

Core Concepts

Ámbito (Scope)

Tipo de Documento

Format Selection Logic

Template Tokens

API Reference

List Formats

Create a Format

Get Applicable Format for a Document

Duplicate a Format

Reorder Formats

Update a Format

Delete a Format

Designer UI Walkthrough

Access Control