Design PDF templates

Templates define how your PDFs look. Every document is rendered through one, and you can keep several — a formal template for customer-facing documents, a lean one for internal notes.

Start from the gallery

The fastest way to a great-looking template:

1. In the left sidebar, open Templates.
2. Click Browse Gallery.
3. Pick a preset — Clean Minimal, Corporate Blue, Midnight Tech, Classic Serif, Startup Pitch, Academic Paper, and more — and click Use Template.

The preset is added to your templates, ready to use as-is or to customize.

Create a template from scratch

Click New Template to open the template designer. Settings are grouped in tabs:

• General — name and description.
• Styling — Primary Color, Secondary Color, Font Family (Arial, Georgia, Helvetica, Times New Roman, Verdana), and Custom CSS for full control.
• Page — Page Size (A4, Letter, Legal), Orientation (Portrait, Landscape), margins in millimeters, and an optional Table of Contents with configurable depth.
• Cover Page — toggle Include Cover Page, choose a style (Modern, Classic, Minimal, or Corporate), and switch individual elements on or off: document title, author, date, and logo.
• Header & Footer — a header with your logo and company name (positioned left, center, or right), and a footer with page numbers and optional confidential text.

Click Preview at any point to render a live sample PDF in a modal, and Create when you're happy.

Manage templates

From a template card's ⋮ menu:

• Edit — reopen the designer.
• Duplicate — creates a copy to iterate on safely.
• Set as Default — the default template is what's preselected in the editor and used by Generate PDF on the Documents page.
• Delete — remove it.

Your organization's logo, colors, and fonts from Settings → Branding flow into your default template automatically — see Set up your branding.