I have run into the same question. Is it possible to assign a specific 3D PDF template to a model automatically based on the client it was made for and whether it is a part or an assembly? We are using PDM for review and sign off and once approved I need for the 3D pdf to be published automatically with the correct template. Please let me know if you learn any more information.
In SolidWorks MBD, we are able to customize the Template for each Vendors/ Suppliers/ clients.
Dependency on clients, you can define the properties [like Supplier name, supplier code, engineer name, material etc] in SW 3D CAD [Custom Properties->Mid-Top of the Screen].
After creating the Custom Properties, make this as a Part Template [.prtdot] for a specific Client/Supplier/Vendor.
Then Go to MBD 3D PDF Templates, create a new template and link the custom properties here which you created in SW 3D CAD [should ensure same spelling & correct spaces and all].
Then save this created Template in specified location [Local Disk C].
Therefore you can publish the Outputs with respect to Supplier/ Client by simply choosing the Template you created in drop down option.
Hence, now you will have two Templates. One in SW 3D CAD[i.e, PART TEMPLATE] and other one is 3D PDF Template.
Whenever you open this Part Template, you will see the Custom Properties remains the same. So that you don't want to edit again and again.
Hope you got it. For deep understanding have a look @ below pictures. Thank you Kirsch