Data and logic

Your data, on the page.

Fields, tables, totals and conditions, written right where they print.

Part of a generated quotation: five quote lines, each with a picture of the product, its name, part number and detail, lead time, quantity, unit price and total.

Type @. Add any field.

From the record, its parents up to five levels up, or any related list, limited to what you are allowed to see.

An order summary template with fields for text, a date, a status, quantities, prices and totals, beside the same summary filled in from an order.

Tables that build themselves.

Rows from related records, filtered, sorted and grouped, with subtotals and a picture on every row.

A generated Brindlewick table of five opportunities with stage, close date and amount, and a Total row of 54,850.00 pounds beneath it.

Browse the templates

Maths you can trust.

Totals, averages and calculations, currencies converted at Salesforce's dated rates, and amounts in words.

Subtotal, freight and VAT rows from a generated quotation, with the total in a dark band.

Show it only when it applies.

Any paragraph, row, column, section or picture, by a rule you read in plain words. Or stop the document.

Step 1, in the editor: an Outstanding items section marked Show when · Anything outstanding, and the Show when panel with the rule Order Products has any row where End Date is blank. Step 2, the same template on two orders: SO-0914, with two flanges still to come, shows the section; SO-0921, delivered and signed for, leaves it out.

And more.

Learn how.

Step-by-step guides, with the screens.

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