Document Templates
Generate contracts, proposals, forms, and custom reports from templates with dynamic variables, helpers, and conditionals — exporting to PDF or DOCX.
What it's for
- Legal and commercial teams needing customer-specific contracts and proposals
- Finance issuing documents with amounts in words and installment details
- Clinics generating prescriptions and certificates from clinical templates
- Multilingual operations (PT/EN/ES) with content adapted by condition
What you can do
- Create templates in the WYSIWYG HTML editor (Jodit) with PDF and DOCX export
- Insert dynamic variables from customer, system, and custom fields
- Use Handlebars helpers: text formatting, currency, dates, numbers in words, and math operations
- Apply conditionals:
if,ifExists,ifEquals,ifGreaterThan, and more - Configure watermark (text or image) and PDF margins
- Send documents automatically via the document node in automation flows
How it connects
- CRM & Customers — customer data, address, funnel, and tags feed the variables
- Automation & AI — flows generate and send documents during support
- Billing — proposals and contracts with amounts and installments in words
- Medical module — clinical templates for prescriptions and certificates