Template building blocks
- Text blocks — headings, paragraphs, and rich formatting
- Dynamic fields — merge tags that pull from DataTables, Forms, or Connectors
- Tables — repeating rows for line items, invoices, or reports
- Images & logos — static or data-driven
- Conditional sections — show or hide content based on data
- Page layout — headers, footers, page numbers, and margins
Styling and branding
- Custom fonts, colors, and spacing
- Company logo and brand assets
- Reusable style presets across templates
- Print-ready PDF layouts
Managing templates
- Duplicate and version templates
- Share templates across your workspace
- Restrict edit access with role-based permissions