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Submitted

Customized PDF Template

  • August 5, 2020
  • 1 reply
  • 144 views
Lais Laudari
Ezequiel Souza
marcosmelo
Leandro Almeida
+1
  • Lais Laudari
    Lais Laudari
  • Ezequiel Souza
    Ezequiel Souza
  • vicente-lemes
  • marcosmelo
    marcosmelo
  • Leandro Almeida
    Leandro Almeida
  • Kayla Turner

thaiannelourenco

Nowadays it's possible to generate a PDF from a phase on Pipefy with appropiate data, what is very helpful to us @rebeca.venancio and @vitoria_lanes, but I'd like to suggest the possibility to submit a personalize template on Pipefy with the company's visual identity like images and logos.


This kind of template will facilitate our process and the contact with the clients :grin:

 

1 reply

jlambert91
  • Regular Participant
  • 2 replies
  • February 15, 2022

Agreed, or just give us the ability to simply copy and paste from an existing word document into a PDF template that’s being created so that way it cuts out the middleman. The formatting controls on the PDF are quite lacking but I’m assuming that’s probably an easy fix.


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