Document templates control what information appears on your exported PDFs, including grand totals, language and date formats, attachments, custom label overrides, notes, and section layouts.
Use them to keep invoices, proposals, budgets, and purchase orders consistent with your company's branding.
đ Combine a document template with a custom document style from the Document Style Editor for full control over how your PDFs look.
Accessing Document Templates
By default, only account admins can access Document Templates in Settings.
To give a teammate access without making them an admin, enable the Manage Document Styles and Templates permission in a custom permission set and assign it to their role.
đ Learn more about custom permission sets.
Creating a Document Template
Go to Settings > Document Templates.
Click + Add Document Template to create a new one, or select an existing template to edit it.
đ Duplicate an existing template by opening the three-dot menu and selecting Duplicate. This copies its style, notes, footer content, and layout settings.
đ Select Delete to permanently remove a template you no longer need.
You'll be redirected to the template editor, where a preview panel on the right shows real-time visual feedback as you edit. Define the following:
Document type: Invoice, (Budget and Deal) Proposal, Budget (Status), or Purchase Order
Document style: Created in the Document Style Editor
Localization, Customization, or Email settings
Subsidiary dropdown: Previews the document based on the selected subsidiary (logo, address, company name). This doesn't change the template itself, only the preview.
Document Template Types
Productive supports four types of document templates:
Invoice (applies to credit notes as well)
Proposal (used for both budgets and deals)
Budget (used for exporting budget statuses)
Purchase Order
When creating a template, you'll name it and select its type, ensuring it applies correctly to the intended documents.â
Document Style Editorâ
The Document Style Editor lets you create a custom visual style and apply it to your document templates by selecting one of the styles from the Style dropdown.
đ For detailed guidance, check out our dedicated article on the Document Style Editor.
Customizing Your Template
When customizing a document template, after selecting the document type and style, you'll configure sections such as Localization, Customization, and Email (email settings apply to invoices only).
đ For the full walkthrough of Localization, Customization, and Email settings, see Customizing Document Templates.
Using Document Templates
Once saved, document templates can be used across different areas of Productive.
đ See more in Using Document Templates.
