Understanding PDF Adaptations in Eturnity
PDF adaptations in Eturnity allow you to customize generated documents to match your company's branding and specific business requirements. These adaptations range from simple text and color changes to complete document redesigns, enabling you to create professional, branded materials that reflect your company identity.
Eturnity offers three main types of PDF adaptations:
Default Branding Settings: Logo and three company colors that can be customized directly in the system
Standard Adaptations: Basic customizations that can be implemented quickly and are included in setup fees
Advanced Adaptations: Complex customizations requiring significant development effort and billed separately
Default Branding Settings
Default branding includes your company logo and three brand colors that are either provided by you or selected by Eturnity based on your logo and company appearance. These default brandings can be customized for Expert PDFs (not calculator PDFs) directly in the Eturnity Expert under Co-Brandings (see below for the implementation process). For solar calculator default brandings, please contact support.
Standard PDF Adaptations
Standard adaptations are commonly requested changes that Eturnity's support team can implement efficiently. These adaptations are typically included in your setup fee and free of charge.
Text and Content Modifications
You can customize various text elements throughout your PDF documents:
Text Content: Modify standard text, descriptions, and labels to match your terminology
Company Information: Update company names, addresses, and contact details
Email Templates: Customize email content and templates used in the system
Document Structure Changes
You can modify the basic structure of your PDFs:
Page Order: Rearrange the sequence of pages in your documents
Page Removal: Remove specific pages that aren't relevant to your business
Static Page Addition: Add fixed pages like terms and conditions or company information
Component Information: Show or hide specific component data fields
Advanced PDF Adaptations
Advanced adaptations require significant development effort and are billed separately. These customizations can create completely unique document designs but come with higher costs and longer implementation times.
Complete Document Redesign
For customers requiring extensive customization, Eturnity can create entirely new PDF layouts:
Custom Page Layouts: Completely redesigned pages with unique structures
Advanced Graphics: Custom charts, diagrams, and visual elements
Dynamic Content: New data presentations and specialized visualizations
And more: Let us know what is missing
Font Customization
Advanced font customizations include:
Font Changes: Replace default fonts with your company's preferred typeface (requires font file)
Custom Typography: Specialized font treatments and styling
Implementation Process
Default Branding and Self-Service Options
For default branding and basic customization needs, you can use Eturnity's self-service features:
Access Settings: Navigate to Settings > Co-Branding in Eturnity Expert
Upload Assets: Provide your company logo (PNG format recommended) and brand colors using hex codes
Configure Settings: Set up your branding preferences and preview changes in real-time
Save Configuration: Apply changes to your account
Test Documents: Generate test documents to verify branding
Standard and Advanced Adaptation Workflow
Request Submission: Contact support@eturnity.com with your specific requirements
Asset Provision: Provide necessary files and content
Review and Approval: Support team reviews and confirms feasibility
Cost Estimation: For advanced adaptations, support team provides cost estimates
Implementation: Changes are made and tested
Delivery: Updated documents are deployed to your account
Standard adaptations are typically included in setup fees, while advanced adaptations require separate cost estimates and approval.
License Note: Some advanced PDF adaptation features may require specific license levels. If you don't see certain customization options, please contact support@eturnity.com to discuss your requirements and available options.
By understanding the available PDF adaptation options, you can create professional, branded documents that effectively represent your company while maintaining the powerful calculation and design capabilities of the Eturnity platform.
