CakedeskC
Cakedesk
Jan 10

Filename Template for PDF Export

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
CompletedCompleted

Jul 30, 2025

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

Jul 18, 2025

Hey Max, this is my use case: Structure: {InvoiceSeller.name}-{invoiceOrProposal}-{invoiceNumber}-{clientName}-{myCustomField}.pdf Example: Eureka!-Rechnung-⁠20250701-Great_Name-Projekt_XYZ.pdf

Jul 18, 2025

Mato Vincetić Perfect example, thank you!

Jul 18, 2025

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

Jul 18, 2025

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}

Jul 18, 2025

Julian Ismael Berger Thanks very much for the feedback!

Jul 18, 2025

SteffenThank you for the feedback :)

Jul 17, 2025

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! :)

Jan 14, 2025

Would be handy for me too!