Dolibarr module: PdfDesign

UI label: PdfDesign — Custom PDF templates. Replaces default PDF layouts for 6 document types with professional, fully customisable templates, activated automatically on module enable.

Overview

PdfDesign provides a complete PDF template suite covering all major Dolibarr document types. Templates feature a modern, compact layout with colour configuration, a detailed info bar, payment and signature blocks, Number Words (amount in letters with centime support, multi-language), linked-object references, and extrafields display. All templates support page-break handling with a compact header on subsequent pages.

Document types covered

1. Invoice (pdf_intechso_facture) — customer invoices and credit notes
2. Proposal (pdf_intechso_propale) — sales proposals / quotes
3. Order (pdf_intechso_commande) — customer orders
4. Proforma (pdf_intechso_proforma) — proforma invoices
5. Shipment (pdf_intechso_expedition) — shipping / packing slips
6. Delivery (pdf_intechso_delivery) — delivery notes

Template preview

Image de couverture

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Main features

1. Custom-branded PDF output: primary, accent, dark, gray, light and white colours configurable from the admin panel.
2. Compact info bar: third-party name, document date, due date / availability, payment terms and mode on a single line.
3. Product table with configurable columns: ref, description (plain-text with automatic line height), quantity, unit, VAT, unit price, discounts, total.
4. Number Words block: amount in letters in the document language, with centime handling and Hide option.
5. Payments block (invoices): displays received payments on the PDF.
6. Signature block with recipient and company signature lines; can be hidden via admin.
7. Totals block: configurable to show or hide totals/quantities on delivery notes.
8. Extrafields display: custom fields from the document rendered on the PDF.
9. Page-break handling: compact header on pages 2+; product table header redrawn after every page break.
10. Admin setup page: colour picker, hide options (ref, unit, due date, ordered qty, totals, signature, Number Words).
11. Multi-language: English, French, German, Spanish, Italian.
12. Permissions: Read (default on), Configure, Admin.

Installation

1. Copy the module to custom/pdfdesign/ (you should see core/modules/modPdfDesign.class.php, admin/, langs/, etc.).
2. File permissions: the web server user must be able to read all PHP and language files in the folder.
3. Enable the module under Home → Setup → Modules / Applications (search for PdfDesign).
4. The 6 PDF templates are automatically registered and set as defaults when the module is enabled.
5. Grant PdfDesign permissions to the relevant profiles.

Video Tutorial

Upgrade: replace the custom/pdfdesign/ folder (backup first), then clear the Dolibarr cache and re-save the PDF template selection (Home → Setup → PDF) if needed.

Configuration

Once enabled, access the setup page from Home → Setup → PdfDesign (requires the Admin permission).

Display options

• Hide ref — hides the product reference column
• Hide unit — hides the unit column
• Hide due date — hides the due date / availability period
• Hide ordered qty — hides the ordered quantity on shipments
• Align amount in words to the left — forces the Number Words block to the left column
• Hide totals / qty — hides the totals block on delivery notes
• Hide signature — hides the signature block on proposals
• Hide amount in words — completely hides the Number Words block

Colour settings

• 6 configurable colour roles: primary, accent, dark, gray, light background, white.
• Pick colours with a native colour picker; a Reset to defaults button restores the original palette.

Usage

Selecting the PDF template

For each document type, go to Home → Setup → PDF and choose the PdfDesign template (e.g. Intechso Invoice for customer invoices). Templates are auto-selected when the module is enabled.

Daily use

Generate documents as usual (PDF button on the card). The PdfDesign layout is applied automatically.

Dolibarr module: Refmodifier

UI label: Change references. Lets you change internal references (ref) on commercial and supplier documents and on the agenda, per document type.

Overview

Refmodifier adds an action on record cards (while the document is still draft or the agenda event is not marked 100% complete) and a Tools menu entry for users who have the appropriate rights.

Main features

1. Granular rights per document type (proposals, orders, shipments, receptions, customer and supplier invoices and credit notes, agenda events).
2. Edit from the document or event card (recommended).
3. Standalone tool: document type, row ID or current reference, new reference.
4. Reference uniqueness is enforced within the entity, like Dolibarr core.

Installation

1. Copy the module to custom/refmodifier/ (you should see core/modules/modRefmodifier.class.php, class/, langs/, etc.).
2. File permissions: the web server user must be able to read all PHP and language files in the folder.
3. Enable the module under Home → Setup → Modules / Applications (search for Refmodifier).
4. Grant Refmodifier permissions to the relevant profiles.

Upgrade: replace the custom/refmodifier/ folder (backup first), then clear the Dolibarr cache if needed.

Configuration

Screenshots (configuration)

Usage

Set permissions

Users & groups → user or group → Permissions. In the Refmodifier section, enable only the types you need:

• Sales proposals, customer orders, shipments, receptions
• Customer invoices and credit notes
• Supplier quotations, supplier orders, supplier invoices and credit notes
• Agenda events (requires the Agenda module enabled)

From the card

Open a draft document or an agenda event not completed at 100%. Action bar → Modify reference.

Tools menu

Home → Tools → Change references (if at least one Refmodifier permission is granted).

Screenshots (usage)

Dolibarr module: Thirdpartymodifier

UI label: Change third party. Lets you change the linked third party (fk_soc) on draft documents, per type. The core Third parties module must be enabled.

Overview

Thirdpartymodifier adds an action on document cards (draft only) and a Tools menu page to target a document by type and identifier.

Main features

1. Permissions per document type (sales and purchasing).
2. Sales documents: customers / prospects only; purchase documents: suppliers only; closed or inactive third parties are rejected.
3. Button on the card while the document is draft; after validation, the action is hidden.
4. Standard Dolibarr MODIFY triggers run for the document type.

Installation

1. Copy the module to custom/thirdpartymodifier/.
2. Enable the Third parties module and any commercial modules you need (proposal, order, etc.).
3. Read permission on all module files.
4. Enable Thirdpartymodifier under Modules / Applications, then assign permissions.

Upgrade: replace the folder (after backup), clear cache if needed.

Configuration

Screenshots (configuration)

Usage

Permissions: Thirdpartymodifier section — allowed types include: proposals, customer orders, shipments, supplier receptions, customer invoices and credit notes, supplier quotations and orders, supplier invoices and credit notes.

Document card: draft → Change third party (label depends on language) → pick the new third party.

Tools: Home → Tools → Change third party — type, ID or reference, new third party. Drafts only.

Screenshots (usage)