Document Designer allows you to create templates for your record output, combining visual elements like lines, boxes and static text with fields from your SmartSuite records that place those data elements on a printable page.
Plan Availability | All plan types |
Permissions | Solution Creators – Can create, modify, and manage Document Designer in their solutions. |
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Document Designer can be used to create formats that prepare your SmartSuite record data for a variety of uses, from sales and marketing communications to invoices and statements. It's easy to get your record data in any format that you have created a template for by simply selecting the template when exporting to PDF.
Viewing and Modifying Document Designer Templates
To see the document templates that are configured for a table, or to create a new one, simply click on the Table dropdown arrow (for the Table you wish the template to be created in) and select "Document Designer."
For more details and complete instructions, see this article.
Exporting to a Document Designer Template
You can export to the document template of your choice directly from a record. Follow these steps:
Open the record in edit mode.
Click on the 3-dot menu in the upper-right hand corner.
Hover Export, then hover the PDF option.
You will see two options:
Export Record Page. Clicking this option will export the current record using SmartSuite's default format
Templates. If you have any Document Designer templates associated with your Table, they will be displayed in a list. Click the one you want to use for your export.
Your PDF document will be generated and automatically downloaded to your computer.
Generate a PDF with Automations
You can also generate a PDF via automations using the Generate PDF Automation Action. Learn more here.
Practical Scenarios and Use Cases
1. Sales and Marketing Materials
Scenario: A sales team needs professional, branded proposals for clients.
Solution: Use Document Designer to create a visually appealing proposal template, ensuring consistent branding across all client communications.
2. Financial Reporting
Scenario: The finance department requires standardized invoice formats for billing clients.
Solution: Design an invoice template that integrates relevant fields like customer names, payment details, and totals from SmartSuite records.
3. Operational Reports
Scenario: A project manager needs a detailed task summary for team reviews.
Solution: Build a task report template with fields like deadlines, task owners, and progress updates for easy sharing.