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Creating Custom PDF templates

Using Cheqroom, it's easy to generate a PDF for your booking or contact data. These PDF documents help you set clear expectations with your contacts and helps to hold them more accountable.


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PDF Templates can be created for:

  • Reservations which are booked

  • Check-outs which are booked or completed

  • Contacts

  • Shipments

 

How do I create a PDF template?

  • Click Settings in the bottom left corner of your screen

  • Click Templates

  • Click New template...

  • Pick the kind of template you want to make

  • Use the WYSIWYG editor to make changes in the content

  • Update the template name to something more descriptive

  • Click Preview & save... to see what a PDF document would look like

  • Click Update to save the template

  • Use the toggle button to activate the template

How do I require an electronic signature on a PDF template?

You can require an electronic signature each time the PDF is generated. To enable this, open the template you want to configure and follow these steps:

  1. Locate the Require electronic signature option within the template settings.
  2. Enable the toggle to activate the electronic signature requirement.
  3. Click Update to save your changes.

This is useful when a team member must formally acknowledge accountability for equipment in their care.

How do I insert dynamic data using merge fields?

  • Click Insert placeholder in the top-right corner of the template

  • Insert any of the merge fields from the list, it will insert a ${placeholder}  where the field will be.


How do I use advanced placeholders and repeaters in source mode?

Switch to source mode to write raw HTML, use custom-field placeholders, and build repeating item lists. Click Source in the template editor to access the HTML view.

  1. Click Source to view the HTML for your template.

  2. Use the same ${placeholder} merge field syntax directly in the HTML source editor.

  3. For custom fields, use ${item.fields.Field_name} — replace Field_name with your exact field name (case-sensitive; spaces become _ characters). Example: ${item.fields.Serial_number}.

  4. Use <div data-for="item in items"></div> to build repeating sections — for example, to list every item on a reservation. Place the content you want repeated inside the div.