January 20th, 2026

[New] Visual Template Designer & Professional PDF Generation

Visual PDF Template Designer

  • Drag-and-drop PDF template designer for creating custom invoices and quotes

  • Design templates visually without coding

  • Preview templates in real-time while designing

  • Full control over layout, fonts, colors, and positioning

  • Build professional-looking PDFs to match your brand

  • Save and reuse templates across multiple documents

Multiple Template Engines

  • Support for different template design approaches

  • Choose the design method that works best for your needs

  • Gradual migration path for existing templates

  • All existing templates continue to work

Real-Time PDF Preview

  • Preview PDF output as you design templates

  • See exactly how your invoice or quote will look

  • Update template and see changes immediately

  • Test with sample data before applying to real documents

  • Verify layout and formatting before using

Professional Invoice PDFs

  • Create custom invoice templates with your branding

  • Include your company logo and information

  • Add custom sections and fields

  • Generate invoices automatically with correct formatting

  • Download and send professional-looking invoices

Professional Quote PDFs

  • Design custom quote templates with your branding

  • Include variant pricing and options

  • Show discounts and savings clearly

  • Generate quotes with proper formatting

  • Create consistent, branded quote documents

Template Management

  • Create and manage multiple templates

  • Set default template for invoices and quotes

  • Organize templates by type

  • Clone existing templates as starting point

  • Delete and update templates easily

Automatic PDF Generation

  • PDFs generate automatically in the background

  • No waiting for PDF creation

  • Automatic upload to secure storage

  • Link PDFs directly to invoices and quotes

  • Download generated PDFs anytime

Better PDF Preview Experience

  • Improved PDF viewer integrated in invoice and quote detail pages

  • Faster preview loading

  • Download PDFs directly from preview

  • Generate new PDFs on demand

  • Clear PDF status and availability

Professional Document Consistency

  • Ensure all invoices look consistent

  • Ensure all quotes follow same format

  • Brand consistency across all documents

  • Professional appearance to customers

  • Better document organization

Template Gallery

  • Browse pre-designed templates

  • Start with templates and customize

  • Quick template selection

  • Visual template previews

  • Easy template switching

Multi-Page Support

  • Design multi-page invoice templates

  • Support for repeating sections

  • Page management and navigation

  • Proper pagination handling

  • Complex document layouts