Templates

Templates are the building blocks of every document Pagr produces. A template defines the layout, styling, and content of a document, with variables for the parts that change on each render (names, dates, line items, and so on). You design a template once, then render it many times with different data.

Every template lives on the Workspace → Templates page and belongs to a project.

The templates list

Each row shows the template’s Name, its Project, when it was Last updated, and who Updated it. Use the Search bar to find a template by name, or Filters to narrow by project.

The counter next to + New Template (for example, “2 / 2 Templates”) shows how much of your plan’s template allowance you’ve used. Once you reach the limit, + New Template is greyed out until you free a slot or upgrade your plan.

Caution

The counter counts versions, not templates. A single template with two versions already fills a “2 / 2 Templates” allowance — which is why the counter can read full while the Templates list shows just one row. Expand the row to see where your slots have gone.

Deleting a version frees a slot immediately. See Versions and publishing.

Note

Use Rows per page and the page arrows at the top right of the list to page through larger workspaces.

Template actions

Each template row has three actions:

• Edit last version — opens the most recent version in the editor.
• Edit settings — opens an Edit Template panel with the template’s name and its Master template, without opening the editor. Attaching or detaching a master template here is the quickest way to bring an existing template under shared branding, or to release it.
• Delete template — permanently removes the template and all its versions.

Versions

A template can hold several versions, so you can iterate on a design without breaking documents that rely on the current one. Expand a template row (the chevron on the left) to see its versions. For the full draft → publish → render lifecycle, see Versions and publishing.

Each version shows its Version number, its Status (Draft or Published), when it was Last updated, and — once published — Published at and Published by. Per version, you can:

• Render — generate a document from this version. See Rendering a template.
• Edit version — open this version in the editor.
• Duplicate version — copy it into a new version to iterate on.
• Publish — mark the version as published so it can be used in your production integration.
• Delete version — remove just this version.

Tip

Keep a Draft version for work in progress and Publish only when you’re happy with the result. Your live integration renders the published version, so drafts never affect production output.

Caution

Publishing locks the version’s data model — once published, its sample data and variables can no longer be changed (you can still adjust the template layout). Finalise your variables before you publish. To change the data model later, duplicate the version and publish a new one.

Creating a new template

1. Click + New Template.
2. Choose the Project the template belongs to.
3. Enter a Template name.
4. Optionally, base it on a Master template to inherit shared layout and branding — see Master Templates.
5. Choose a Starting point:
   • Blank — start with an empty template, then build it yourself or ask the AI Assistant to generate one from a description (“make me an invoice”).
   • From example — start from one of Pagr’s ready-made examples (such as a sales report, rental agreement, or welcome letter). They come with sample data already filled in and cost no AI tokens. See Start from an example for the full walkthrough.
   • From file — upload an existing document (PDF, image, or Stimulsoft .mrt) and let Pagr generate a template from it. See Generate a template from a file for the full walkthrough.
6. Click Save. The template opens in the editor.

The template editor

The editor is where you design a template. It has three areas:

• AI Assistant (left) — describe what you want in plain language and Pagr builds it: generate a whole template from a prompt (“make me an invoice”) or change an existing one (“add a logo to the header”, “make the totals bold”). See Writing good AI prompts for how to get the best results.

• The template panel (center, in Studio view) — a set of tabs that define the template and its data:

  • Template — the template definition itself.
  • Sample Data — example values used to fill the template’s variables when you preview or test-render.
  • System Data — a read-only reference of placeholders Pagr injects automatically at render time (dates and times, {{_system.userName}}, {{_system.organisationName}}, {{_system.templateName}}, and more).
  • Properties — the output document name. Leave it empty to use the template name, or type {{ to insert a value from the data.
  • Translations — translated strings, so a template can render in more than one language.

  You can edit all of these by hand — see Editing a template by hand for a full walkthrough of the tabs and page setup.

• Preview (right) — render the template on demand to check the result. Use the Test / Production toggle to choose the environment — see Rendering a template below.

At the top you’ll find the version selector, undo/redo, a Studio / Canvas view toggle, and the Publish button.

Rendering a template

You can render a version in two places:

• From the version row on the Templates list — click the Render action.
• From inside the editor — use the Test / Production toggle in the Preview area.

Either way, Pagr shows a form of the template’s variables, pre-filled with the sample data. Fill in the values you want, then click Render.

Pagr renders in two environments:

• A Test render adds a watermark to the output and does not count toward your page credits — ideal while you’re still designing.
• A Production render produces the final, unwatermarked document and counts toward your plan’s page render credits.

Caution

Choose Production only when you want the real, credit-counting output. Use Test for everything else while you design.

Both test and production renders appear under Output → Renders — the Environment column shows which — and each render operation is logged under Render Events.

Exporting and importing templates

Click the arrow next to + New Template to Export templates or Import templates — useful for backing up your work or moving templates between organisations.

Related articles

• Editing a template by hand — the editor’s tabs, page setup, and manual editing.
• Writing good AI prompts — build and change templates by describing what you want.
• Master Templates — share layout and branding across templates.
• Projects — organise templates into projects.
• Renders — the documents your templates produce.
• Image Gallery and Fonts — reusable assets for your templates.