[IMP] sales: dynamic text in pdfs update

content/applications/sales/sales/sales_quotations/pdf_quote_builder/dynamic_text.rst

@@ -1,19 +1,110 @@
-====================
-Dynamic text in PDFs
-====================
+.. _Adobe: https://helpx.adobe.com/acrobat/desktop/work-with-pdf-forms/create-forms/convert-to-forms.html
+
+================================
+Configuring dynamic text in PDFs
+================================
 
 While creating custom PDFs for quotes, use *dynamic text* for Odoo to auto-fill the PDF content with
 information related to the quote from the Odoo database, like names, prices, etc.
 
 Dynamic text values are form components (text inputs) that can be added in a PDF file, and Odoo
 automatically fills those values in with information related to the quote.
 
-Dynamic text values
-===================
+Design tips
+===========
+
+When designing the base PDF template for a quote’s header or footer, keep the dynamic text placement
+in mind. Use the following tips to avoid overlapping text and poor design:
+
+* **Leave Whitespace**: Ensure there is enough room for dynamic data to expand without overlapping
+  logos or borders.
+* Place dynamic fields, like Customer Name, on their own lines. Alternatively, put them at the end
+  of phrases to avoid text breaking. Long names can push static text out of alignment.
+* **Set a default font**: Configuring a universally available default font maintains a consistent
+  text appearance when adding or editing content.
+
+Edit PDF forms with Adobe software. Form fields in header and footer templates are required to
+retrieve dynamic values in Odoo.
+
+.. tip::
+   If the PDF is too large for email, try using "System Fonts" (Arial, Helvetica, Times New Roman)
+   instead of custom Google fonts to avoid large embedded file sizes.
+
+Prepare the dynamic text fields
+===============================
+
+To add dynamic text fields to a PDF, open the preferred PDF editor, like Adobe Acrobat Pro or
+Scribus.
+
+Adobe Acrobat Pro
+-----------------
+
+First, `convert the PDF into a PDF form <Adobe_>`_. Then add a text field at the location where the
+Odoo information needs to be displayed. Link the Odoo variables to the text fields by
+double-clicking on the field to open :guilabel:`Properties`.
+
+In the :guilabel:`General tab`, enter the Odoo field variable for the :guilabel:`Name`. Set the
+:guilabel:`Common Properties` to :guilabel:`Visible` unless the field needs to be hidden until data
+is populated.
+
+Next, click the :guilabel:`Appearance` tab` and select the :guilabel:`Font Size`, :guilabel:`Font
+Choice`, and :guilabel:`Text Color` to match the template's existing text or branding. Click the
+:guilabel:`Options` tab and set the text alignment to match the template’s design.
+
+.. tip::
+   Refer to the :ref:`pdf_quote_builder/dynamic_text/common-dynamic-text-values` section for usual
+   Odoo field variables and how to find a specific field value in Odoo.
+
+General PDF editor instructions
+-------------------------------
+
+Open the desired PDF in the chosen PDF editor app. Then add a text field at the location where the
+Odoo information needs to be displayed. Link the Odoo variables to the text fields by opening the
+field’s :guilabel:`Properties` window. Then, in the :guilabel:`Name` for that field, enter the Odoo
+variable.
+
+If possible, configure the :guilabel:`Font Size`, :guilabel:`Font Choice`, and :guilabel:`Text
+Color` to match the template's existing text or branding. Click the :guilabel:`Options` tab and set
+the text alignment to match the template’s design.
+
+Link PDF text fields to Odoo fields
+===================================
+
+Once the PDF file(s) are complete, save them to the computer's hard drive, and proceed to upload
+them to Odoo via :menuselection:`Sales app --> Configuration --> Headers/Footers`.
+
+If the uploaded PDF contains configured text forms, Odoo will automatically detect them and display
+the :guilabel:`Configure dynamic fields` link. This step connects any field name in the PDF to the
+correct Odoo field by specifying the exact technical path (the database code) to the desired
+information.
+
+Click the :guilabel:`Configure dynamic fields` link to go to the :guilabel:`Form Fields` page. The
+:guilabel:`Form Field Name` column is populated with the text fields from the PDF. The
+:guilabel:`Path` column is where the Odoo field path needs to be specified for each form field.
+
+.. image:: dynamic_text/form-fields-page.png
+   :alt: Configured text form fields in the PDF quote builder.
+
+To edit, click in the :guilabel:`Path` cell of the desired form field row and enter the dynamic text
+value. Refer to the :ref:`pdf_quote_builder/dynamic_text/common-dynamic-text-values` section for
+usual Odoo field variables and how to find a specific field value in Odoo.
+
+.. note::
+   Headers and footers starts from the current :guilabel:`sale_order` model. Product documents
+   follow their path from :guilabel:`sale_order_line`.  Leaving the path empty fills the custom note
+   directly from the specific quote.
+
+.. _pdf_quote_builder/dynamic_text/common-dynamic-text-values:
+
+Common dynamic text values
+==========================
 
 Below are common dynamic text values used in custom PDFs that are already mapped to the correct
 fields, and what they represent.
 
+Users can also enable :ref:`developer-mode` in Odoo and hover over the desired field to see its
+technical name which is the :guilabel:`Field` value in the pop-up window.
+
 For headers and footers PDF:
 
 - :guilabel:`name`: Sales Order Reference
@@ -38,34 +129,27 @@ For product PDF:
 - :guilabel:`tax_excl_price`: Tax Excluded Price
 - :guilabel:`tax_incl_price`: Tax Included Price
 
-After uploading a PDF, you can then :guilabel:`Configure dynamic fields`. This will allow you to map
-any field name found in your PDF to the field you want to show by writing down any existing path.
-Headers and footers starts from the current :guilabel:`sale_order` model, whereas product document
-follows their path from their :guilabel:`sale_order_line`. Leaving that path empty allows you to
-fill a custom notes, directly from the specific quote that requires it.
-
 .. example::
-   When a PDF is built, it's best practice to use common dynamic text values (:guilabel:`name` and
-   :guilabel:`partner_id_name`). When uploaded into the database, Odoo auto-populates those fields
-   with the information from their respective fields.
+   When a PDF is built, it's best practice to use common dynamic text values
+   (:guilabel:`user_id_name`, :guilabel:`partner_id_name`, and :guilabel:`name`). When uploaded into
+   the database, Odoo auto-populates those fields with the information from their respective fields.
 
-   In this case, Odoo would auto-populate the Sales Order Reference in the :guilabel:`name` dynamic
-   text field, and the Customer Name in the :guilabel:`partner_id_name` field.
+   In this case, Odoo would auto-populate the Salesperson's name in the :guilabel:`user_id_name`
+   dynamic text field, the Sales Order Reference in the :guilabel:`name` field, and the Customer
+   Name in the :guilabel:`partner_id_name` field.
 
    .. image:: dynamic_text/pdf-quote-builder-sample.png
       :align: center
       :alt: PDF quote being built using common dynamic placeholders.
 
-Once the PDF file(s) are complete, save them to the computer's hard drive, and proceed to upload
-them to Odoo via :menuselection:`Sales app --> Configuration --> Headers/Footers`.
-
 .. example::
    When uploading PDF containing the form field :guilabel:`invoice_partner_country`, which is an
    information available in the sales order, configure the :guilabel:`path` of the :guilabel:`Form
    Field Name` to:
+
    - :guilabel:`partner_invoice_id.country_id.name` for a header or footer document
    - :guilabel:`order_id.partner_invoice_id.country_id.name` for a product document fills the form
-   with the invoice partner country's name when the PDF is built.
+     with the invoice partner country's name when the PDF is built.
 
 .. example::
    When uploading any PDF containing the form field :guilabel:`custom_note`, leaving the