Custom PDF Template

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Cynthia Bouchard-Gagne

Every app I've created I've made the designer PDF follow the same suit, but it's a lot of work starting from scratch for each app to try and make the PDFs identical across the board. I think it would be a really good feature to be able to create a PDF template that every new app can select and then tweak the values from there. =)

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    Eduardo Hernandez

    Well, i had to use a custom header to every app i made, to avoid making the same header alot of time i just copy the same app and start from there.

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    Sara Kaplow, Community Manager
    • Edited

    Eduardo with another great suggestion! Which is exactly what our custom PDF team recommended when I asked them. 

    But, I do love the idea of a PDF template, similar to what some email programs use for sending bulk emails. Great feature request!

    ETA: I wanted to verify before I posted this, but you can also create templates (https://help.gocanvas.com/hc/en-us/articles/115006848248) which do preserve the PDF design as well. Then you can use them as a starting point without having to find the App you want the PDF for, copying it, changing the name, etc. 

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