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Document Style Editor (Beta)
Document Style Editor (Beta)

Customize your PDFs with Document Styles. Upload fonts, tweak layouts, and style text, tables, and sections to align with your brand.

Updated over a week ago

Document Styles is an advanced feature that enables deeper customization of your PDF documents in Productive.

Getting Started with Document Styles

  1. Navigate to Settings > Document templates > Document styles.

  2. A default style, "Default Style", will already be available. You can edit, duplicate, or delete it using the three dots menu on the right.

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Customizable Options

The Document Style Editor allows you to fine-tune the design of your PDF documents.

Hover over any section in the editor to preview which parts of your document will be modified.

Use the right-hand preview panel to instantly see changes across invoices, deal proposals, budget proposals, and purchase orders.

Typography

  • Upload custom fonts: Supported formats include OTF, TTF, WOFF, and WOFF2.

    • Maximum font file size: 300 kB.

    • You can upload up to 4 fonts per style.
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  • Ensure your font files follow this naming format: name-weight-style.extension (e.g., Arial-Bold-Italic.ttf).
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Document Page Settings

  • Set the background color for your documents.

  • Adjust the page margins to suit your layout needs.
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Section Styling

  • Customize headers, info sections, notes, and footers.
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  • Control their alignment (left, center, or right) and spacing between elements.

Text Settings

  • Modify font family, font size, line height, and text color for each section of the document.
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  • Each text section can be tailored individually to suit your needs. Click on the desired section to open its editor for detailed customization.
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  • Settings saved for Heading 1, Heading 2, Heading 3, Body text, Caption, and Footer text in the style editor will also be available as choices in the Document Template editor.

Tables

  • Style table borders, including color, style, and width.


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  • Similar to text sections, you can further customize the Pricing, Totals, or Grand Total table sections by adjusting their cell spacing, table border color, style, and width, as well as row shading, alternating colors, and background colors.
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Tip: Adding your Brand Colors

Enhance your brand consistency by customizing colors:

  • Use the color picker to manually select hues or use the dropper tool to sample colors directly from your screen.

  • Input precise color codes in RGB, HSL, or HEX formats by selecting your preferred input option in the color picker menu.
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Applying a Document Style to a Template

Once you’ve designed your document style:

1) Navigate to Settings > Document templates. Select an existing template or create a new one.

2) From the Style dropdown menu, choose your customized document style.

3) Make any final adjustments to the template and save your changes.


For more information on setting up templates, refer to the article on Document Templates.
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Notes on Further Customization

When customizing a template, you'll notice a "Layout" dropdown under each section (e.g., Header, Footer).


For example, in Customization > Header, you can choose from five unique header layouts, each offering a different arrangement of elements such as your company logo and additional Bill from details.
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This flexibility allows you to select a layout that best suits your branding and document structure needs.
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Furthermore, text styles (e.g., Heading 1, Heading 2, Body text) can be applied to different elements and are pulled directly from the Document Style Editor, allowing for advanced flexibility.


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Making Changes to an Existing Style

If you decide to adjust an existing document style, Productive will highlight any unsaved changes you make, helping you keep track before saving.

How to Add Your Company’s Logo to the Document

To include your company or subsidiary logo in the style preview and the document PDFs you export:
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1) Go to Settings > Company info.
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2) Select your company or subsidiary (if applicable).

3) Click Add logo, upload your file, and save changes.
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4) Your logo will now appear in exported PDFs and in the Document Style Editor previews.
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Best Practices and Ideas for Usage (Click to Expand)

Create Brand-Consistent Documents

Upload your company’s custom fonts and use consistent colors across all document types to match your brand’s visual identity.

Highlight Key Information

Use bold headers or colored backgrounds in specific sections (e.g., totals in invoices or deal highlights in proposals) to draw attention.

Simplify and Organize Tables

  • Use alternating row colors to improve readability in complex tables.

  • Adjust border styles and widths to create clean, professional layouts.

Adapt Styles for Specific Use Cases

  • Create separate styles for different business needs (e.g., minimalist for invoices, detailed for proposals).

  • Duplicate the default style and tweak it for seasonal campaigns or special projects.

Preview Frequently

Leverage the right-hand preview to ensure changes are applied correctly to all document types. Test different templates to verify results.

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