Document Templates

Interflow features a powerful document generation system that allows you to create custom PDF and DOCX templates with dynamic customer data and custom variables.

Key Features

Visual Editor

• WYSIWYG HTML Editor with Jodit Editor
• Rich text formatting (bold, italic, colors, sizes)
• Support for tables, lists, and images
• Inline CSS styles to ensure export fidelity

Dynamic Variables

• Customer Data: Name, email, phone, address, documents
• System Data: Current date, organization, user
• Custom Variables: Create specific fields for your templates

Handlebars Helpers

Complete data transformation system:

• Text: uppercase, lowercase, capitalize, titleCase
• Numbers in Words: formatInWordsPT, formatInWordsEN, formatInWordsES, formatInWordsBRL, etc.
• Currency (symbol): formatCurrencyBRL, formatCurrencyUSD, formatCurrencyEUR, etc.
• Currency (in words): formatInWordsBRL, formatInWordsUSD, etc.
• Dates: formatDatePT, formatDateShortPT, formatDateTimePT, formatDay, formatMonthPT, formatYear
• Time: formatTime, formatTimeWithSeconds (with GMT support)
• Conditionals: Display content based on conditions

Advanced Settings

PDF

• Custom margins (top, bottom, left, right)
• Watermark (text or image)
• Configurable opacity and rotation
• Automatic download

DOCX

• Text or image watermark
• Adjustable opacity
• Centered or full-page positioning
• Native generation with docx library

Next Steps

Get Started Now

Explore the sections below to learn how to create powerful templates:

• Creating Templates - Learn to create and configure templates
• Variables & Helpers - Master the dynamic variable system
• Conditionals - Use conditional logic in your documents

Use Cases

Contracts and Proposals

Generate personalized contracts with customer data, amounts in words, and conditional clauses.

Registration Forms

Create complete forms with all customer data, including address and documents.

Custom Reports

Produce reports with custom variables, formatted dates, and automatic calculations.

Multilingual Documents

Use language helpers to automatically generate documents in PT, EN, or ES.