Templates––our new feature that lets you transform your favourite PDF formats into templates that can be used over and over again. This blog post includes everything you need to know about this brand new feature; check it out.
This Feature has been updated!!
A few things have changed since we released Templates in December 2021. Here’s an overview of what’s new:
- Templates can now be found in PDF settings! You can still navigate to it in the account settings menu.
- You can now personalise both your front and back covers directly from PDF settings; simply click on the Upload front cover button to do so. Cover personalisation can also be done at an organisational level.
- Lastly, attachments are now a part of Templates too. Drag and drop any of the attachment sections so that they appear in your export in the order that you’d like. Find out more in this dedicated post about attachments.
Storytelling is key to creating an unforgettable customer experience. Beautiful collaterals are vital to storytelling. But, to tell the right story to the right customer, you need customisation.
For context (and background), customisation options and templates aren't entirely new to Property Advisor –– before this release, you probably noticed that we simplified the Create PDF Report dialog to include appraisal and brochure templates. We also gave you the ability to include or exclude components such as socio-economics or POIs in your report. But, those features still didn't give you much flexibility and using them to customise your exports cost you a lot of manual work.