Template builder

Try our opinionated template builder, powered by AI Agents, to generate your PDFs and images in record time!

What is the template builder?

The Template Builder is your go-to tool for creating reusable templates to generate PDFs and images at scale. With our user-friendly interface, you can build your template in just minutes using a variety of components and AI Agents.

Need help along the way? Check out our detailed guide on how to use each component.

How to start creating my template?

Whenever you start a new template, you have two options:

1. Build from Scratch: Manually add and modify each component to tailor your template exactly the way you want.

2. Let Our AI Agent Help: Have our AI Agent do the heavy lifting and create your first template for you. 💡

Don’t worry—if you choose the AI option, you’ll still be able to edit and fine-tune the template afterward.

How does the template builder work?

The template builder is divided into 5 sections:

  • Navbar

  • Template details

  • Component tree

  • Preview Canvas

  • Properties layer

Navbar

In the Navbar, you can generate PDF samples, save your template, or cancel your edits. To generate a PDF sample, simply fill out the template’s variables, and you’re all set!

We recommend using our AI Agent to fill all the variables for you. 😉

Generating PDF samples won't impact your plan's usage, so you can use it how many times you'd like without having to worry about it.

Template details

On the Template Details screen, you’ll need to provide a template name and a unique template ID. The template ID is used to identify this template during API calls and within our no-code integrations.

Component tree

On the component tree, you'll be able to add new components or re-order, duplicate ou delete In the Component Tree, you can add new components, re-order them, rename, duplicate, or delete components as needed.

Once you delete a component, you can undo this action, so be careful on this action.

When reordering components, please note that only the Container component accepts child components. All other components can only be moved vertically.

Hint: If you’re trying to insert a component inside a container, try moving it slightly to the right. This will indicate that it’s indented within the container, rather than appearing below it.

Preview canvas

On the On the Preview Canvas, you’ll see a real-time preview of how your final PDF will look.

You can also edit some information directly on the Canvas, if you're using the Text Component or double-clicking on the HTML component.

Properties layer

When you click on a component, you’ll gain access to its custom properties in the Properties Layer. Modify any of these properties and see the changes reflected in real time on the Preview Canvas.

To better understand what each property do, you should take a look at the Components Section.

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