Intro To Templates

Use Excel and the power of PDF Hippo to give life to your PDF APIs

Templates are the dynamic PDF documents to which you can pass values using our APIs

Creating Templates on PDF Hippo

You can currently create templates using two means:

  • Cloning or making a copy of an existing sample template
    • Sample templates are default excel files for various business use cases that helps you get started within seconds.
    • You can save these samples, download them, map the variables you use and generate APIs.
    • These samples are always available. You can only make clones of samples
  • Uploading an Excel file
    • You can upload an Excel file prepopulated with variable values. You can find more about making the excel ready to be uploaded over here

Template Statuses

Once you create a template, you can either make it live or make changes in the test mode.

  • Test State
    • Once you upload or save a sample as a new template the default state would be test unless you make it live.
    • In the test state, the APIs would not be live
  • Live State
    • Once you are ready to start creating your PDFs at scale, you can make the template live
    • This would give you the API to generate the PDF at scale

Sample Templates

We currently have a pre-existing library of 15 default templates for various use cases (we're building a new sample template every other day🎉)

Our existing PDF templates work for any industry and use case:

  • Finance teams

    • Invoicing
    • Quotes
    • Estimates
    • Expense reporting

  • HR

    • Payslip reports
    • Onboarding forms
    • Certificates
    • Rewards & Recognitions

  • Operations

    • Timesheet Reports
    • Project Management
    • Work Orders

  • Sales

    • Sales Incentive Trackers
    • Sales Targets Trackers

  • Analytics

    • Monthly CEO Reports
    • Profit and Loss Reports

  • Procurement

    • Request for Proposals

  • External and Outside Teams

    • Customer Contracts
    • Vendor KYC forms

How To Access These Templates

Once you head over to the PDF Hippo app, you will find all of the above-mentioned templates in the Templates screen. Choose one (or just hover on it) and click on Edit to edit that template.

You can filter the sample templates from the Templates screen by going to Templates > All > Sample