Template editor
Build and edit your own PDF layouts in a dedicated editor, rather than accepting a fixed format.
← All Features
Feature
Custom PDF Templates
Design the documents your clients actually receive. Build your own PDF templates, preview them before they go out, and keep every document on-brand.
What's included
Preview before sending
See exactly what the client will receive before anything leaves your office.
Consistent branding
Design the proposal your client receives — the document type the template builder ships with today — and preview it against a real job before it goes out.
Proposals today
The proposal is the document the builder ships with. Other document types are not wired into it yet — when they are, this page will say so.
Multiple templates
Keep a set of templates for different document types and pick the right one when you generate.
Server-side generation
PDFs are produced on the server, so output is identical whichever device generated it.
Documents that look like
your company.
Build the template once, and every document that follows matches it.