# Change offer PDF

The PDF settings allow you to fully customize the PDF that is generated and emailed to the customer when an offer is created. Access the PDF settings via **Settings** > **Documents**, then click the **Edit** button for the entry **individual\_offer**.

<figure><img src="https://premsoft.de/wp-content/uploads/2022/05/IO_Documents_Edit_Option-1024x560.png" alt="" height="260" width="476"><figcaption></figcaption></figure>

### Settings

The settings area contains general configuration options for the PDF, such as the company logo, page format and number of items per page.

| Field                            | Type            | Description                                                                                                                                    |
| -------------------------------- | --------------- | ---------------------------------------------------------------------------------------------------------------------------------------------- |
| Technical name                   | Free text input | The unique identifier for the app. **Do not change this value** as it is required to identify the document draft for generating the offer PDF. |
| Company logo                     | Image selector  | Upload a new company logo or select an existing image from the gallery of previously uploaded images.                                          |
| Filename prefix                  | Free text input | Enter the prefix for files created by the Individual Offer app. The default is **offer\_**.                                                    |
| Filename suffix                  | Free text input | Enter a suffix for files created by the Individual Offer app (optional, no suffix by default).                                                 |
| Page orientation                 | Dropdown menu   | Select **Portrait** (default) or **Landscape**.                                                                                                |
| Page format                      | Dropdown menu   | Select **A4, A5, Legal** or **Letter**. The default is **A4**.                                                                                 |
| Items per page                   | Numerical input | Enter the number of line items that should appear on each page. The default is **10**.                                                         |
| Display header                   | Checkbox        | By default, headers are displayed. Uncheck the box to disable headers.                                                                         |
| Display footer                   | Checkbox        | By default, footers are displayed. Uncheck the box to disable footers.                                                                         |
| Display page count               | Checkbox        | By default, the number of pages and current page number are displayed. Uncheck the box to disable page numbering.                              |
| Display line items               | Checkbox        | By default, line items are displayed. Uncheck the box to disable line items.                                                                   |
| Display line item positions      | Checkbox        | By default, line item positions are displayed. Uncheck the box to disable line item positions.                                                 |
| Display prices                   | Checkbox        | By default, prices for each item are displayed. Uncheck the box to disable prices.                                                             |
| Display document in “My Account” | Checkbox        | Activate this setting to allow the customer to access the document via their My Account page.                                                  |

### Company settings

The company settings area contains company-specific configuration options such as company contact details, VAT number and bank details.

| Field                                           | Type            | Description                                                                                          |
| ----------------------------------------------- | --------------- | ---------------------------------------------------------------------------------------------------- |
| Display company address                         | Checkbox        | By default, the company address is displayed. Uncheck the box to hide the company address.           |
| Company address                                 | Free text input | The registered address of your company. Enter a new text string to change the company address.       |
| Name                                            | Free text input | The company name. Enter a new text string to change the company name.                                |
| Email address                                   | Free text input | The company email address. Enter a new valid email to change the email address.                      |
| Phone number                                    | Free text input | The company telephone number. Enter a new valid phone number to change the company telephone number. |
| Website                                         | Free text input | The company website address. Enter a new valid URL to change the company website address.            |
| Tax number                                      | Free text input | The company’s tax number. Enter a new valid tax number as required.                                  |
| Tax office                                      | Free text input | The company’s registered tax office. Enter the name of the tax office as required.                   |
| VAT Reg. No.                                    | Free text input | The company’s registered VAT number. Enter a valid VAT number as required.                           |
| Bank                                            | Free text input | The company’s bank. Enter the name of the bank as required.                                          |
| IBAN                                            | Free text input | The company’s IBAN number. Enter a valid IBAN number as required.                                    |
| BIC                                             | Free text input | The company’s BIC number. Enter a valid BIC number as required.                                      |
| Place of jurisdiction / Commercial register No. | Free text input | The place of jurisdiction (city) or commerical register number. Enter either of these as required.   |
| Place of fulfillment                            | Free text input | The place of fulfillment for legal disputes. Enter a location as required.                           |
| Business executive                              | Free text input | The managing director or CEO of the company. Enter the person’s name as applicable.                  |

### Assignment

The setting **Document Type** cannot be modified.


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.premsoft.de/en/plugins/individual-offer/change-offer-pdf.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
