Filename Template for PDF Export
complete
F
Fabian Niebauer
A feature where i can create a template (also with customizable variables) for the filename of the exported PDF file.
I don't want to give every PDF my customized filename, rather i would love to have a setting where i can customize the export filename with variables like year-month-day-invoice-number.pdf
Max
Thanks everybody for voting on this feature.
Could you please share how you'd like your PDF filenames to look like? I want to make sure that Cakedesk can support as many use cases as possible.
Please provide structure and example if possible, like so:
- Structure: {invoice-number}-{client-name}.pdf
- Example: 00001-john-doe.pdf
Thank you for your help! :)
Max
complete
You can now provide a filename format for invoices and proposals.
More info here: https://x.com/Mackseraner/status/1950462889393082564
And in the docs: https://cakedesk.app/docs/general/filename-formats
M
Mato Vincetić
Hey Max, this is my use case:
Structure:
{InvoiceSeller.name}-{invoiceOrProposal}-{invoiceNumber}-{clientName}-{myCustomField}.pdf
Example:
Eureka!-Rechnung-20250701-Great_Name-Projekt_XYZ.pdf
Max
Mato Vincetić Perfect example, thank you!
Julian Ismael Berger
Would be nice to freely set the filename pattern with available vars like {{invoice-number}} ... For me the following vars are needed: invoice-number, client-name and date
Steffen
That would be the best option. Just provide a bunch of variables.
{number}
{year}
{month}
{day}
{invoice-number}
{invoice-date}
{client-name}
{client-number}
{project-name}
Max
Julian Ismael Berger Thanks very much for the feedback!
Max
SteffenThank you for the feedback :)
Max
Thanks everybody for voting on this feature.
Could you please share how you'd like your PDF filenames to look like? I want to make sure that Cakedesk can support as many use cases as possible.
Please provide structure and example if possible, like so:
- Structure: {invoice-number}-{client-name}.pdf
- Example: 00001-john-doe.pdf
Thank you for your help! :)
V
Victor
Would be handy for me too!