Set up a new workspace to organize your PDF templates and documents by projects or clients.
Retrieve details of a specific workspace, ensuring centralized access to all related assets.
Remove outdated or unused workspaces to maintain a clean and organized environment.
Design and upload templates tailored to your agency's branding or client requirements.
Access and view existing templates to streamline document creation.
Modify templates to accommodate new designs, fields, or branding updates.
Quickly generate tailored reports for each client using templates and field values for dynamic data insertion.
Create on-brand marketing PDFs by designing templates with logos, colors, and consistent formatting.
Automatically generate client invoices by merging templates with relevant data like names, amounts, and due dates.
Utilize workspaces to organize documents and templates by client, campaign, or project, ensuring efficient access and management.
Simplify Document Creation
Enhance Customization
Organized and Efficient
Template Control
Workspace Management
We are honoured to be one of the first three Official GoHigh Level Developer partners.
Our high involvement with the app marketplace, and commitment to developing the best apps from day 1, saw us recognised by GHL as an official global developer partner.
We have frequent communications with the GHL dev team giving us a platform to bring your requests to their attention. Not only that, but early access to upcoming features means our apps will always work with any new GHL product.