Document Generation

Everything you need to know about generating PDFs from your database.

Templates

Google Docs Template

Create templates using Google Docs with variables

Google Slides Template

Create slide-based templates for presentations and reports

Template Builder

Drag-and-drop template builder directly in TypeFlow

Features

Line Items

Generate tables with dynamic rows from linked records

Nested Line Items

Multi-level line items for complex document structures

Conditional Sections

Show or hide content based on field values

Dynamic Images

Insert images from your database fields automatically

QR Codes & Barcodes

Generate QR codes and barcodes dynamically

Sorting & Grouping

Organize data with up to 3 levels of grouping

PDF Merge

Merge multiple PDFs into a single document

Save as Google Doc

Export generated documents as editable Google Docs

Troubleshooting

My PDF is blank or missing data

This usually happens when variables don't match your field names. Check that:

  • Your variables exactly match your database field names (case-sensitive)
  • The record you're generating from has data in those fields
  • You've mapped all the fields correctly in TypeFlow
Line items are not showing

Make sure you have:

  • A linked records field connecting to your line items table
  • The correct table selected for line items in TypeFlow
  • Proper syntax: {{#line_items}}...{{/line_items}}
Images are not appearing in my PDF

For images to work:

  • Use the {{image:Field Name}} syntax
  • Make sure the image URL is publicly accessible
  • Check that the field contains a valid image URL
PDF formatting looks different than my template

Keep in mind:

  • Use standard fonts (Google Fonts work best)
  • Avoid complex tables or nested formatting
  • Set explicit page margins in your Google Doc
  • Use the preview feature to test before generating

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