Skip to main content
Submitted

Customized PDF Template

  • August 5, 2020
  • 1 reply
  • 144 views
Lucas Democh
Ezequiel Souza
marcosmelo
luiz.mendes
  • Lucas Democh
    Lucas Democh
  • Ezequiel Souza
    Ezequiel Souza
  • marcosmelo
    marcosmelo
  • luiz.mendes
    luiz.mendes

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.


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings