Template Builder

The Template Builder is a powerful visual editor that lets you design custom layouts for your invoices and quotes. Using a drag-and-drop interface with a block-based system, you can create professional, branded documents without any coding.

What Templates Control: - Document layout and structure - Block positions and sizes on a precise grid - Which elements appear on the document (and which don't) - Visual styling of each block - Overall document appearance and branding

Template Benefits: - Consistent branding across all documents - Professional appearance that reflects your brand - Quick template switching when creating documents - Reusable designs for different purposes - No coding or design skills required

Note: The Template Builder is available on all plans.

The Template Builder uses a three-panel layout designed for efficient template creation.

Left Panel - Block Palette: - The available block types for the current document type (invoice or quote) - Blocks grouped by category: Customer, Items & Products, Totals, Invoice Info, General - A search box to quickly find a block by name - Drag blocks onto the canvas (or, on mobile, tap to add) - Each block has an icon, a name, and a tooltip description

Center Panel - Canvas: - A4-sized canvas that scales to fit the screen while keeping the A4 aspect ratio - A grid overlay for precise alignment - Drag and drop blocks to position them; resize by dragging edges or corners; nudge with arrow keys - Click any block to select it and open its settings - Renders a live preview with localized placeholder sample data

Right Panel - Configuration: When a block is selected it shows that block's settings; with nothing selected it shows Page Settings: - Block position (column, row on the grid) and size (width in columns, height in rows) - Block-specific Fields and Styles tabs (show or hide individual fields without deleting the block) - Reset (revert the block to its defaults) and Delete buttons - Page Settings: margins, page background, text scale, and pagination

Header Controls: - Back button (exit the editor; you're prompted if you have unsaved changes) - Template name input field - Page Setup button (switch the right panel to page-level settings) - Clear button (remove all blocks from the canvas, with a confirmation) - Preview PDF (generate a sample-data PDF preview in a modal) - Save button (new templates prompt for a name first)

The Template Builder ships 22 block types. Every invoice or quote is composed of these blocks — you pick which ones to include and where they sit on the grid. In the palette they're grouped into Customer, Items & Products, Totals, Invoice Info, and General.

Below the blocks are grouped by purpose to make them easier to scan:

Identity blocks describe who the document is from and for. Document blocks hold metadata — numbers, dates, references. Content blocks carry the body: line items, text, images, notes. Money blocks show totals, payment info, and terms. Layout blocks give you structure — dividers, stamps, codes.

Every block is optional, resizable, and can be styled independently.

Each block can be customized using the configuration panel on the right side of the editor when selected.

Common Settings (all blocks): - Position X - Horizontal position on the 24-column grid (column 1-24) - Position Y - Vertical position (row number) - Width - How many columns the block spans (1-24) - Height - How many rows the block spans

Block-Specific Settings: Different blocks have different configuration options: - Text Block - Edit content text, font size, text alignment - Item Lines - Column widths, show/hide specific columns - Date Block - Date format, custom label text - Logo/Brand - Size, alignment within the block - From/Bill To - Fields to display, label customization

Field visibility: Use a block's Fields tab to show or hide its individual fields (labels, dates, columns, address rows, and more) without removing the block. This is useful when you want a leaner look while keeping the block in your design.

Styling: Some blocks support custom styling: - Font size - Text alignment (left, center, right) - Border styles - Background colors

Invotify includes twelve professionally designed premade templates that you can use as starting points or directly as your invoice layout. They are available on all plans.

Five style designs (general-purpose looks): - Classic Business - Traditional, corporate layout with a clean look - Modern Minimal - Contemporary design with plenty of whitespace and subtle accents - Professional Corporate - Comprehensive layout with all business fields (PO number, QR code, etc.) - Creative Bold - Eye-catching design with bold accents for creative businesses - Compact Efficient - Space-efficient layout for quick, single-page invoices

Seven company-type designs (each tailored to an industry, leaning on different blocks): - Consulting - Clean professional-services layout - Legal & Law - Formal layout with matter/reference fields - Creative Studio - Bold, design-forward layout for studios and agencies - Tech & SaaS - Modern layout suited to software and subscriptions - Construction & Trades - Job-oriented layout with site and terms details - Accounting & Finance - Precise, figures-first layout - Architecture - Project-oriented layout with service periods

Each is a distinct layout that highlights different blocks (payment details, notes & terms, service period, signature, custom fields, status stamp, PO number, ship to, …) — not the same skeleton recolored.

Design Shop: The Templates page features a "Professional Designs" section with these curated designs: - Browse the available template designs - Click Preview on any design to see how it looks with sample data - Click Add to copy a design into your own collection - Edit added designs to customize them further

Adding a design: When you find a premade design you like: 1. Click Preview to see it full-size 2. Click Add (it changes to "Added" once copied) 3. A copy is added to your personal template library 4. Edit the copy to customize colors, blocks, and layout

Added designs are fully editable - you can add, remove, or reposition any block to match your exact needs.

After designing your template, save it to make it available for use in invoices and quotes.

Saving: 1. Give your template a descriptive name 2. Click the Save button 3. Template is saved to your account 4. Template appears in the template selector when creating documents

Using Templates: When creating an invoice or quote: 1. Click the template selector in the editor 2. Browse your available templates 3. Click to select a template 4. The document layout updates to use that template

Managing Templates: - Templates list shows all your saved templates and premade options - Edit any template by opening it in the builder - Add a premade design again for another starting point to vary - Delete templates you no longer need

Default Template: When creating new documents, your most recently updated template is preselected, and the template selector shows all available options.