Design PDF Document Templates

Your Documents, Your Brand

Quotes, invoices, work orders, purchase orders and packing slips can each be printed from a template you design. The Document Templates library (Settings → Documents) gives you a starting template for each document type, and a full drag-and-drop editor to make them look exactly like your shop. Your first visit seeds sensible defaults, so you can start editing right away instead of building from a blank page.

Work in the Template Library

1. Browse templates by document type. There are five: invoice, quote, work order, purchase order and packing slip. Orders themselves print as a work order or a packing slip — there is no separate order template.
2. Filter and search to find the template you want to edit.
3. Duplicate a template to experiment without touching your live version.
4. Mark a template as the Default so it's used automatically for that document type.

Design in the Editor

1. Open a template to launch the visual editor, with panels for pages, elements, fields, layers, and properties.
2. Drag elements onto the canvas: text, images, shapes, and tables.
3. Add your logo, adjust fonts and colors, and arrange headers and footers to match your brand.
4. Use the layers and pages panels to organize multi-page documents.

Bind Live Data With Fields

1. Open the Fields panel to drop in dynamic data like customer name, order number, dates, and totals.
2. Add a line-item table that automatically fills with the products and decoration on each document.
3. Bound fields pull real values at print time, so one template serves every customer and every job.

Preview and Save

1. Use the live preview to see exactly how the finished PDF will look.
2. There is no autosave. Save with the Save button or Cmd-S. An Unsaved chip appears while you have pending changes, and the editor warns you if you try to leave the page with unsaved work.
3. Once you're happy, set it as default and your quotes and invoices instantly adopt the new look.

A polished, consistent document template makes your shop look bigger and more professional on every piece of paper a customer sees.