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Data

Document Designer Software That Generates Documents That Write Themselves.

Generate branded documents from your data, invoices, contracts, proposals, certificates, on demand or on schedule.

Try it freeBook a walkthrough
  • PDF | Pixel-perfect
  • Variables | From any Blox
  • ∞ | Documents per record
New
5
$19k
$26k
$33k
Qualified
4
$19k
$26k
$33k
Proposal
3
$19k
$26k
$33k
Closed
2
$19k
$26k
Document Designer
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Overview

Documents that write themselves.

Document Designer turns any Blox record into a branded PDF: invoices with line items pulled from related records, contracts with auto-filled party details, proposals with personalized pricing, certificates with student names and dates. Build the template once, generate documents forever.

  • Finance
  • Legal
  • Sales
  • HR
  • Drag-and-drop template builder with text, images, tables, signatures, page breaks, and conditional sections. Variables bind to Blox fields with full support for related records, so an invoice template can pull line items from a child Order Items Blox automatically. Conditional sections show or hide based on data: include legal language only for international contracts, swap headers for different product lines.
  • Generate documents on demand from any record, attach to emails as part of a workflow, e-sign with DocuSign or Adobe Sign, store back to the record with versioning. Schedule recurring document generation (monthly invoices, quarterly statements) and let the workflow ship them automatically. Premium customers get advanced features: barcode and QR generation, custom fonts, watermarks, and dynamic charts embedded in PDFs.
How it works

From Setup to Scale in Three Steps With Document Designer Software.

01

Design once

Build the template with drag-and-drop. Text, images, tables, variables from your Blox, conditional sections.

02

Generate from a record

One-click generate from any matching record. Variables fill in automatically, related records become tables.

03

Distribute & track

Email, e-sign, archive, or schedule. Every generated document is versioned and attached to its source record.

Capabilities

What Document Designer brings to your team

  • Variables from any Blox field | Bind text, dates, numbers, currencies, and even related-record tables straight from your data.
  • Conditional sections | Show or hide blocks based on data. International clause for non-US contracts, premium pricing for upsell tiers.
  • Tables from related records | Invoice line items, project task summaries, expense breakdowns, auto-generated from linked Blox records.
  • E-signature integration | DocuSign, Adobe Sign, and HelloSign integrations send for signature in one click.
  • Recurring schedules | Monthly invoices, quarterly statements, annual compliance docs, generate and ship on schedule.
  • Versioning per record | Every generated document is archived to the source record. See version history, regenerate, or revert.
  • Custom fonts & branding | Upload your fonts, set colors, configure headers and footers per template. Looks like your brand.
  • Embedded charts & QR codes | Premium templates can embed dynamic charts and QR codes that link back to portal views.
New
5
$19k
$26k
$33k
Qualified
4
$19k
$26k
$33k
Proposal
3
$19k
$26k
$33k
Closed
2
$19k
$26k
 · in action
Document Designer
Common use cases

How teams put Real-Time Updates to work

Patterns we see most often, across industries and team sizes.

  • Invoicing automation | Template once. Generate per customer per month, e-sign if required, email with branded cover, track payment.
  • Contract generation | Sales reps generate MSAs from deal records. Legal pre-approves the template; reps fill data; clients e-sign.
  • Certificate issuance | Course completion auto-generates a certificate PDF, emails it to the student, archives it to their profile.
  • Proposal automation | Pre-sales generates branded proposals from a deal record with dynamic pricing, ROI charts, and case studies.
FAQ

Questions, answered.

Common questions about Real-Time Updates. Don't see yours? Get in touch.

Can generated documents be versioned and accessed later from the record?
+

Yes. Every document generated by CodeBlox document designer software is versioned and stored directly on the source record. Your team can view the full generation history, compare versions, regenerate with updated data, or download any historical version so your compliance, legal, and audit teams always have access to the exact document that was produced at any point in time.

How does document designer software handle branding and custom fonts?
+

CodeBlox document designer software supports full white-label branding including custom logos, color schemes, typography, headers, footers, and watermarks. You upload your fonts and brand assets once and every document generated from your templates reflects your brand identity precisely without any third-party watermarks or generic styling.

Can we schedule automatic document generation on a recurring basis?
+

Absolutely. CodeBlox document designer software supports scheduled generation with configurable frequency, recipient lists, and attachment delivery. Monthly invoices, quarterly reports, annual compliance statements, and any other recurring document type can be generated and delivered automatically without anyone on your team having to manually trigger the process.

Does document designer software support e-signature workflows?
+

Yes. CodeBlox document designer software integrates natively with DocuSign, Adobe Sign, and HelloSign. Once a document is generated, your team can send it for signature in one click, track signature status from within the record, and store the signed version back in CodeBlox automatically so the entire sign and return workflow happens without leaving your platform.

Can document designer software pull data from related Blox records?
+

Yes. CodeBlox document designer software supports full cross-Blox variable binding. Invoice line items, project tasks, expense entries, and any other related records can be pulled into your template as dynamic tables so the generated document reflects the complete picture of every record it is generated from without any manual data assembly.

Related features

Works hand-in-hand with

Every CodeBlox feature is built to compose. Here are the ones that pair most often with Real-Time Updates.

Forms

Part of the workflow & build toolkit.

Field Types

Part of the workflow & build toolkit.

Formulas

Part of the workflow & build toolkit.

Data Import

Part of the workflow & build toolkit.

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