Template Editor

The template editor is a powerful rich text editor where you design your document templates. It supports everything you need to create professional documents.

Editor toolbar

The toolbar at the top provides quick access to formatting options:

Text formatting

• Bold (Cmd+B) — Make text bold
• Italic (Cmd+I) — Italicize text
• Underline (Cmd+U) — Underline text
• Strikethrough (Cmd+Shift+S) — Strike through text
• Code (Cmd+E) — Inline code formatting
• Highlight — Highlight text with a background color
• Text color — Change the text color
• Font size — Adjust text size
• Font family — Choose from default or custom fonts

Block elements

• Headings (H1–H4) — Document structure headings
• Paragraph — Regular body text
• Blockquote — Quoted text block
• Code block — Multi-line code formatting
• Horizontal rule — Visual separator line

Lists

• Bullet list — Unordered list
• Numbered list — Ordered list
• Checklist — Task/checkbox list

Media and layout

• Image — Insert images from URL or upload
• Table — Insert and format tables
• Link — Add hyperlinks (Cmd+K)

Special elements

• Variable — Insert a dynamic variable placeholder
• Page break — Force a new page in PDF output
• Section break — Start a new section with independent top/bottom margins

Working with tables

Tables are essential for structured document content like pricing breakdowns, line items, and data summaries.

Creating a table

1. Click the Table button in the toolbar
2. Select the number of rows and columns
3. Click to insert

Table operations

• Add row/column — Click the + buttons on table edges
• Delete row/column — Right-click and select from context menu
• Merge cells — Select cells and merge them
• Cell alignment — Align content left, center, or right
• Table borders — Customize border styles

Working with images

Inserting images

1. Click the Image button in the toolbar
2. Upload an image from your computer or enter a URL
3. The image is inserted at your cursor position

Image options

• Alignment — Left, center, or right align
• Caption — Add a caption below the image

Keyboard shortcuts

Speed up your workflow with keyboard shortcuts:

View modes

The editor supports multiple view modes:

• Edit mode — Full editing capabilities
• Preview mode — See how the document will look when filled

Toggle between modes using the view selector in the editor header.

Auto-save

The editor automatically saves your work as you type. You'll see a "Saved" indicator in the editor header. Template versions are created periodically so you can restore previous states if needed.

Headers and footers

Add persistent header and footer content that appears on every page of your document. Headers and footers render inside the top and bottom margin areas.

1. Enable Headers & Footers in the Page Settings panel
2. Hover over the top or bottom margin of any page to reveal the clickable zone
3. Click to open a mini editor with bold, italic, alignment, and page number tools
4. Press Escape or click outside to close

Headers and footers support page numbers in two formats: simple decimal (1, 2, 3) or "Page X of Y". See Page Settings for full details.

Section breaks

Section breaks divide your document into sections with independent top and bottom margins. This is useful for cover pages, tables of contents, or sections that need different spacing.

1. Place your cursor where you want the new section to start
2. Click the scissors icon in the toolbar
3. A blue dashed line appears marking the section boundary

Click on a section break to adjust the top and bottom margins for the section that follows it. See Page Settings — Section breaks for details.

Tips for great templates

1. Use headings for structure — They make documents easier to navigate and look more professional
2. Insert variables inline — Place variables directly in sentences for natural-looking output: "This agreement is between {{Company Name}} and..."
3. Use tables for line items — Tables with variable columns work great for invoices and quotes
4. Add page breaks — Control page layout in PDF output by inserting explicit page breaks
5. Use headers for branding — Add your company name and page numbers to every page
6. Use section breaks for cover pages — A cover page often needs different margins than the body
7. Keep it simple — Clean formatting produces the best PDF output