Estimated reading time: 2 minutes
Use a PDF template to standardize your files in Pipefy. You can insert text, images, links, tables, and dynamic fields into your model, making it easy to prepare the document in the format you need.
To create one, open the pipe and click on Tools. Then, select PDF Generator.
Click on Create new template.
You will find a page like this:
Create your model and when you're ready, click Save.
📌Pipefy dynamic field doesn't support connections, attachments, checklists, or card IDs.
All other field types are available.
Enable or disable a PDF Template
Click the switch button in the PDF Template list to enable or disable them for pipe members.
Your template can be used by anyone on your team, as long as this person is an admin or a member.
Looking for more tips? Take Pipefy Academy’s free courses to learn how to use all of Pipefy's features, and don't forget to join Pipefy's Community to share ideas and give feedback about our product.