Generate branded documents from your data.
Lay out a document once in a visual editor, bind it to your fields and line items, and generate a polished PDF from any row in one click — filed and linked back automatically.
Coming soon. Talk to us to hear when it opens for your workspace — or to tell us how you would use it.Talk to us
Branded PDFs from any row
- 1
Design the template
Text with field bindings, line-item tables, images, headers and footers — with a live preview on a real row.
- 2
Generate from a row
Click “Generate” in the row: the PDF is produced with that row's data and line items.
- 3
Filed and linked
The PDF is named from your pattern, placed in its folder and attached to the row.
What you get
Design a template once — logo, fields, line items — and generate branded PDFs from any row: rent invoices, charge calls, quotes. Coming soon.
Your brand
Your logo and your layout, with headers and footers on the first page, every page or all but the first.
Language and currency
One template per language and currency, with a default.
Line-item tables
Tables that list a record's lines, with page breaks where you want them.
Several per column
Up to ten generators on one column: a quote, a confirmation and a reminder from the same record.
Each status offers its next transitions, and each transition opens a playbook that walks the team through it, step by step — from a row, a button or a card dropped on a board. Alerts watch the deadlines, spaces turn the same data into dashboards, and any view leaves as Excel or CSV.
Used in
Frequently asked questions
When will the document generator be available?
It's coming soon. Talk to us to hear when it opens for your workspace — and send us a document you'd like to produce.
Can I use my letterhead?
Yes. Add your logo and other images, and design your own headers and footers.
What happens if I generate again?
The new PDF replaces the one in the cell; the previous file stays in your drive.
