Estimated reading time: 3 minutes

📌 This feature is available for pipe admins only.

Within a pipe, access the PDF Generator through the tools menu.

Or, access it through the card's top button instead.

Click on Create new template button.

You will find a page like this:

Now, let's add some content to it!

Insert a text message, dynamic fields, links, tables, or images. When you're done, click on Save.

In the PDF Template list, click on the switch button to enable/disable them. With this, pipe members will be able to use them or not as models while composing PDF documents.

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.

Related content:

Did this answer your question?