Customized PDF Template

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:

 

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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