Sign in Start free

Create a template

Templates are the layout that PDF generation renders against your data. Design them visually with drag-and-drop or write raw HTML/CSS — your choice.

Getting started

1
Open Templates

From your dashboard, navigate to Templates in the sidebar and click New template.

2
Design your layout

Use the drag-and-drop visual editor to place text blocks, images, tables, and shapes. Switch to Code view for full HTML/CSS control.

3
Add data bindings

Use Handlebars syntax anywhere in the template to inject values from your JSON payload at generation time. For example: {{customer.name}}.

4
Define a schema (optional)

Add a JSON Schema to document expected input fields. Agents use this to construct correctly-shaped payloads when generating PDFs via MCP.

5
Save and copy the ID

Save the template. Copy the Template ID (format: tpl_xxxxxxxx) — you'll pass this as templateId in generate requests.

Page size and orientation

Set page size (A4, Letter, A3, or custom) and orientation (portrait/landscape) in the template settings panel before building your layout. These cannot be changed per-generation-request.

Assets

Upload logos, images, and custom fonts from Templates → Assets. Use the returned renderPath in your template HTML or CSS. See Template assets for details.

AI agents (via MCP) can create and iterate on template drafts without publishing them. A human always publishes — see Template drafts via MCP.

Template ID

Once saved, the template ID appears in the URL of the editor and in the template list. It looks like tpl_8f3e2a1b. Pass it as templateId in every generate request.