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FAQ

Common questions that aren't covered in detail elsewhere in the guide — when edits are saved, reusing a template for another customer, formatting amounts with thousands separators, tables whose row count varies per output, re-downloading a generated PDF, and editing with several people — grouped into editing, variables, output, and account topics.

Editing​

Q1. When are my edits saved?​

They auto-save. You don't have to click Save — every edit is pushed to the server after a short delay. At important checkpoints, click Save in the top toolbar to be sure.

Q2. I want to reuse the same template for another customer​

From the template list, pick Duplicate to make a copy of the current template. Rename the copy and use it as a new version.

Q3. I made a mistake and want to undo it​

Ctrl + Z (Mac: Cmd + Z) takes you back one step. Press it repeatedly to go back further. To redo, use Ctrl + Shift + Z (Mac: Cmd + Shift + Z).

Variables and merging​

Q4. I want commas every three digits in money amounts​

Use the formula functions for number formatting — comma() produces output like 1,234,567. The same mechanism formats dates (e.g. April 25, 2026).

For formula syntax and the full list of operators and functions, see the Formula Reference.

Q5. I want a table whose row count varies per output (line items)​

That's supported. On a table, configure it to inject line-item data — the row count adjusts automatically to the number of records.

The detailed table configuration isn't covered in this edition; we'll add it later.

Output / PDF​

Q6. Where can I re-download a generated PDF?​

From the output history. Retention depends on your plan, so for long-term storage we recommend keeping a local copy too.

Q7. Can I batch-output multiple PDFs from a list of data?​

Yes. There's an API integration that accepts many data records at once and outputs that many PDFs in one shot. It needs a bit of technical setup — see the developer-facing API reference.

Account / plan​

Q8. I want multiple people to edit a template​

Invite members to a workspace. Members can co-edit any template within that workspace. See the workspace settings for the invitation flow.

Q9. I want to change my plan​

Open Plan in the workspace settings to inspect or change your current plan.

Still stuck?​

If neither this guide nor the FAQ resolves your question, contact support. We use that feedback to improve and extend this guide.

What to do next​