Design the template
Add your branding, define data fields and lay out the pages in the visual editor or with a connected AI assistant.
Finance & administration · Invoices
Finish the work. Generate the invoice.
Turn customer, service and order data into branded PDF invoices. Dynamic tables take care of line items and page breaks.
Illustrative PDF example
01 · Your data, your document
Start with the data you already have.
Input data
Customer record + services
Template fields
- Customer
- Invoice number
- Line items
- Tax & total
Finished PDF
Invoices
PDF
invoices-1042.pdf02 · Design once
Stop rebuilding the same document.
Reuse the same layout for every customer.
Calculate totals from your line-item data.
Keep multi-page invoices easy to read.
03 · Put it into practice
A reusable layout in three steps.
Review and publish
Try the template with sample data. Review the PDF and publish a revision you can reuse.
Generate with new data
Fill the fields from each record and generate a PDF through the API or your AI assistant.
Your next document starts with a template.
Create your account and turn this workflow into a layout you can reuse.
Start for free