PDF templates

PDF templates turn records into documents: design an invoice or certificate once on a visual canvas, then let workflows fill it with live data, save it to the record, or email it as an attachment.

Designing a template

• The Templates tab opens a drag-and-drop PDF designer. Start from a blank page or upload an existing PDF — your letterhead, a pre-printed form — and place fields on top.
• Text fields mix static content with {{variables}}: Invoice {{Invoice number}}.
• Image fields bind to a URL — logos or record images.
• Table fieldsrender rows: you author the column headers in the designer and map each column's cells to fields of a bound table — line items on an invoice, filtered and sorted the way you choose.

Generating documents

A Generate PDF step in any workflow fills the template: each {{variable}} gets a value expression, the filename is templatable, and the result can be saved into a field of the triggering record, and/or attached (up to three PDFs) to a Send email step in the same run.