[IMP] sales: dynamic text in pdfs update

Author: meval1006

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

@@ -1,15 +1,74 @@
-====================
-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 Common dynamic text values section for usual Odoo field variables. Users can also
+   enable :ref:`developer-mode` in Odoo and hover over the desired field.
+
+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.
+
+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.
@@ -38,6 +97,9 @@ For product PDF:
 - :guilabel:`tax_excl_price`: Tax Excluded Price
 - :guilabel:`tax_incl_price`: Tax Included Price
 
+Link the uploaded PDF to Odoo
+=============================
+
 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