Integrations and Extensibility | Platform
Document Templates
What an invoice looks like on paper, held as a template you control.
What it does
Inside Document Templates.
A change to how an invoice prints is a template change, not a development request.
01
A template per outgoing document, per module
02
Layout and styling held as files, versioned and dated
03
Branding applied once and inherited by every document
04
Preview against a real record before a template goes live
Where it sits
Part of Integrations and Extensibility.
Prebuilt Connectors Banks, tax portals, marketplaces and business tools, connected. Open APIs The same services the product uses, available to you. Business Events Systems react to what happened, as it happens. Webhooks Outbound notification with retries you can inspect. Custom Fields and Objects Your own data, first-class and upgrade-safe. Controlled Extensions Custom logic in supported extension points.
Run Document Templates against your books.
A working session on your structure and a month of your documents.