v2026.2.7
Release date: February 25, 2026
✨ New Features
📄 Document Templates – Complete System
Document generation system created from scratch, allowing you to create custom templates in PDF and DOCX with dynamic customer data, custom variables and conditional logic.
What's included?
Visual Editor
- HTML WYSIWYG editor with Jodit Editor
- Rich formatting (bold, italic, colors, tables, lists)
- Side panel with available variables to copy
Dynamic Variables
- Customer Data: Name, email, phone, address, documents
- System Data: Current date, organization, user
- Custom Variables: Model-specific fields (text, number, date, etc.)
Handlebars Helpers
- Text:
uppercase,lowercase,capitalize,titleCase - Numbers in words: PT, EN, ES (general and with currency)
- Currencies:
formatCurrencyBRL,formatCurrencyUSD, etc. - Dates:
formatDatePT,formatDateShortPT,formatDateTimePT, day/month/year separate, GMT support - Mathematical operations:
divide,multiply,add,subtract,sum
Conditionals
#if,#ifExists,#ifNotEmpty#ifEquals,#ifGreaterThan,#ifLessThan
Export
- PDF with custom margins and watermark
- Native DOCX with watermark
- Automatic download after generation
Use cases
- Contracts and commercial proposals
- Registration forms
- Reports with automatic calculations
- Multilingual documents (PT, EN, ES)
📚 Complete Guide – Document Templates
See the documentation for details and examples:
| Section | Description |
|---|---|
| Document Templates | System overview |
| Creating Templates | Visual editor and configuration |
| Variables & Helpers | Variables, formatting and mathematical operations |
| Conditionals | Conditional logic in documents |
👥 Collaborators – Permission Control
Only administrators and organization owners can add, remove or manage collaborators in a conversation. Limited agents can only see who the collaborators are, without being able to change the list.
🎯 Benefits
- ✅ Professional documents generated in seconds
- ✅ Always up-to-date data from CRM
- ✅ Full flexibility with variables and conditionals
- ✅ Dynamic calculations (installments, totals, averages)
- ✅ Complete documentation in PT, EN and ES
- ✅ Collaborators: only admins and owners can manage; limited agents can only view