---
title: Custom Proposal and Invoice Layout Templates
description: Proposal and Invoice Layout Templates allow you to fully customize the appearance and content of the documents you send to your clients. You can edit text, insert Buildern placeholders, add or remove sections, upload images, create tables, and customize t
---

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# Custom Proposal and Invoice Layout Templates

### Custom Proposal and Invoice Layout Templates

Proposal and Invoice Layout Templates allow you to fully customize the appearance and content of the documents you send to your clients. You can edit text, insert Buildern placeholders, add or remove sections, upload images, create tables, and customize t

 July 31, 2026

*ℹ️ **Note:** Proposal and Client Invoice templates use the same layout editor, so the editing tools and customization options described in this article apply to both template types. The available content sections, however, differ depending on whether you are editing a Proposal or a Client Invoice template.*

### **Accessing Layout Templates**

To customize your templates:

- Go to **Settings**.
- Select **Layout Templates**.
- Choose either **Proposal** or **Client Invoice**.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/01+-+Layout+Templates+page.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2526210201/0e0fee18a5e7a37b473651a4488c/01+-+Layout+Templates+page.png?expires=1792671300&signature=2843dd818ea6b8e9f25fe31d7e5e25f583aea05f08b4a36487e158fedff16565&req=diUlEMt%2FnYNfWPMW1HO4zQLkoeKAlVXIKYwmBYIqBjnrltsFbLXpkX46QOpV%0AIY6MTPGwH5ThzHDY6E0%3D%0A)

Here you will find all of your existing templates. You can:

- **Create** a new template.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/02+-+Create+new+template.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2526210916/e85959ba598488170aa034121ee3/02+-+Create+new+template.png?expires=1792671300&signature=763981567bd45c74860a64e3bf3b2224c71a3d1fdd718f04bf4ecaa7fb69f8b2&req=diUlEMt%2FnYheX%2FMW1HO4zdh77NQ6sbUfZhElZhjm%2Bnwc3fDE6J0a2YJLVqBB%0Ar3lNX6%2FocRZYSbNRLUM%3D%0A)

- **Edit** an existing template.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/03+-+Edit+existing+template.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2526212205/0b6c7a452b663b30a713c043edb0/03+-+Edit+existing+template.png?expires=1792671300&signature=3c5d7bf8d328f528a7711ba0ffaf02cf1a1e9b783d9bda05acaec281de028303&req=diUlEMt%2Fn4NfXPMW1HO4zTJKrrcmOY3Z5o50EV3k6YgezC6h7cPrUwa2D3wp%0AvruYoy652kBZSfhm3qo%3D%0A)

- **Duplicate** a template.
- **Rename** a template.
- **Set a template as the default.** For Client Invoice templates, you can also set a template as the default for Schedule of Values invoices. This template will automatically be used for projects that utilize the Schedule of Values Invoice Type.
- **Delete** a template.
- **Import** an existing PDF template.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/04+-+Import+PDF+template.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2526215402/eecfc7a3c3980549a1b6994fb5d0/04+-+Import+PDF+template.png?expires=1792671300&signature=87b37c9fe88895302d7278d9ba654b7f85481c25c5c7708bb499fb1a2e7cd462&req=diUlEMt%2FmIVfW%2FMW1HO4zRqcLh9t0pSpEYqWefcEE6uvATA3DUf%2F7Ssyg0yo%0A%2F77T3cv8Cpq%2B6Ohq7aQ%3D%0A)

### **Creating a New Template**

To create a new template, click **Create New** in the upper-right corner.

When a new Proposal or Client Invoice template is created, Buildern automatically adds the default sections and placeholders required for that document type.

*💡 **Tip:** Rather than building a template from scratch, create a new template and customize the existing layout. This preserves the required Buildern placeholders and significantly reduces the amount of manual configuration required.*

### **Importing an Existing PDF Template**

If you already have a Proposal or Client Invoice designed outside of Buildern, you can import it as a PDF template.

*ℹ️ **Note:** Imported PDFs do not automatically recognize Buildern data. Any information that should populate dynamically must be replaced with Buildern placeholders after the PDF has been imported.*

### **Editing a Template**

To begin editing, simply click on the template you would like to modify.

The Layout Editor consists of several components:

- Template canvas
- Text formatting toolbar
- Right-side Properties panel
- Block controls
- Placeholder and content menu

Every section of the template is built using **blocks**, which can be customized independently.

### **Editing Blocks**

When you hover over any section of the template, a **block handle** appears in the upper-left corner. Click on the handle and the Block setup menu will appear on the right side.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/05+-+Block+handle+and+setup+menu.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2526221113/d4a1318ed92e73ee0042e27b3312/05+-+Block+handle+and+setup+menu.png?expires=1792671300&signature=c9ef9687ad37278f855162b7aa3ae592bf1de8eff6da7ccbf5366b4edaaf5681&req=diUlEMt8nIBeWvMW1HO4zUK0MQbUXK6xQVvV%2BrH867R0hFFyVwUcFLnB5P85%0AC78fsUYPT0JgKLxDUnI%3D%0A)

From the block menu, you can:

- Edit the block’s **background color** or upload a background image.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/06+-+Block+background+options.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2526222591/9403b87733ea2bd9d177f92ab686/06+-+Block+background+options.png?expires=1792671300&signature=3dba2716f56d8078b901ece19c5b9820ba26e42c6acdeb556b74fed09b55030b&req=diUlEMt8n4RWWPMW1HO4za3AWgpv4JT%2Bqt%2FzjViPL3f7AI1t%2FriOS%2FGmhGjP%0AOCfJzww%2FiLAORkcjVRs%3D%0A)

- **Split the block** into multiple columns.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/07+-+Split+block+into+columns.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2526223608/9e3a830212f9cd27c4bcfff7afe6/07+-+Split+block+into+columns.png?expires=1792671300&signature=a0f47558b90693a61f32a5905bac5d9d69c1215c37cc5ad2d16b8e77db1197d7&req=diUlEMt8nodfUfMW1HO4zUurXRCkq%2BcKAQdloz04vzUyCX171yWTTMf1pHzK%0ACw5ccjDciw1eSTBXaZs%3D%0A)

- **Edit the spacing** – make the block appear with full width, and set the margins and padding.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/08+-+Block+spacing+options.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2526226072/7a67f4abbe32c3cf0d45672399dd/08+-+Block+spacing+options.png?expires=1792671300&signature=1e450a8cf249b7dec1bc1554b01965eecf1ec48f9cc837c5cfd2a159b0664806&req=diUlEMt8m4FYW%2FMW1HO4zWz8cde79NNmGChSrw4lrV%2FTg6L5D7PElbNvZxOy%0AYPkm%0A)

- **Delete** the block.

### **Nested Blocks**

Many sections contain smaller blocks inside larger blocks. The same editing options are available for these inner blocks as well. Each block can be customized independently.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/09+-+Nested+blocks.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2526228076/de440ecbfc2a8c2cec9666ac11b0/09+-+Nested+blocks.png?expires=1792671300&signature=da48927b0d1257c63ec7aa318f63b72424ddff039b9ff98aabdf8de656c90878&req=diUlEMt8lYFYX%2FMW1HO4zQuvsr7VZrM0UrwzxE1xfdHt3%2BCIQ1fgklv0j9UX%0AGj1jRCAAVtwrvTY6888%3D%0A)

### **Editing Text**

Text formatting can be applied to:

- Individual lines
- Entire blocks

To change the text formatting for an entire block, click the **block handle** in the upper-left corner of the block. Then, use the formatting toolbar at the top of the editor to adjust the font, font size, text color, alignment, line height, and other text formatting options. These changes will apply to all text within the selected block.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/10+-+Text+formatting+toolbar.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2526231863/9fc9f330734439738c5ab0cd8703/10+-+Text+formatting+toolbar.png?expires=1792671300&signature=333d417297cf2e2fc9becb037cf97030b0b142a769efe8d96c20d8ca9667fc88&req=diUlEMt9nIlZWvMW1HO4zTEccg9YN1qSYWW1qkZ8Q%2FL%2Fu0xhrpA%2Fhw0gsD7c%0AAV730p0drjW4uySFqNs%3D%0A)

You can:

- Change the font.
- Adjust the font size.
- Change the text color.
- Apply bold, italic, or underline formatting.
- Modify line height.
- Align text to the left, center, right, or justify.

To edit the appearance of an individual placeholder, select the placeholder text and use the formatting toolbar at the top of the editor.

### **Adding New Content**

To add new content to your template, place your cursor where you would like to insert it and use the menu that appears on the right-hand side. From here, you can add a new **Block** or insert **Fields**, which are Buildern placeholders that automatically populate information.

Depending on whether you are editing a **Proposal** or a **Client Invoice** template, different Buildern sections will be available to insert. For example, Proposal templates allow you to add sections such as **Estimate**, **Allowances**, **Overheads**, **Insurance**, and **Payment Schedule**, while Client Invoice templates include sections such as **Cost Lines** and **Summary**.  
​

👉 Learn more about how to [Work with Estimates](https://help.buildern.com/en/articles/13774044-working-with-estimates?hsLang=en-gb)

👉 Learn more about how to [Create Payment Schedules in Proposals](https://help.buildern.com/en/articles/13773997-how-to-create-payment-schedules-in-proposals-in-buildern?hsLang=en-gb)

When creating a new template, Buildern automatically inserts the appropriate   
sections for that document type.

If you remove one of these sections, you can recreate it manually using the Fields menu on the right-hand side. However, using the default template structure is recommended since all required placeholders are already configured correctly.

In addition to Buildern sections, both template types allow you to insert:

- Condition
- Images
- Tables
- Backgrounds
- Horizontal divider lines

These elements can be added anywhere within the template to create a fully customized document.   
​

If you prefer to add content manually, you can also type **/** (forward slash) to open the insert menu. From here, you can insert available content elements, depending on the type of template you are editing.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/Screenshot+2026-07-07+at+20_33_12.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2526244785/1693db8c028179319d29f2b758ad/Screenshot+2026-07-07+at+20_33_12.png?expires=1792671300&signature=f9f4c17b27bfcf75562faab6deb1d58a6ee794685692c69f7e0967009d219096&req=diUlEMt6mYZXXPMW1HO4zabpj8%2B9zjSdyzlvwhc9oTpXTtxlcu0HmNoRL5%2Bi%0A7DAOMrXbu3az%2FDJsSJM%3D%0A)

**Working with Repeating Sections**

If you choose to manually type placeholders instead of inserting Buildern’s predefined blocks, you must follow the required placeholder structure.

Repeating sections such as:

- Estimate Cost Lines
- Invoice Cost Lines
- Allowances
- Overheads
- Insurance

must always be enclosed between the appropriate **Line Start** and **Line End** placeholders.

### LineStart & LineEnd

The **Line Start** placeholder tells Buildern where the repeating section begins, while the **Line End** placeholder tells the system where it ends. Without these placeholders, Buildern cannot determine which content should repeat for each record, and the data may not display correctly.

For detailed information about the required syntax and available placeholders, click the **Information (i)** button within the editor. The reference guide includes all available placeholders, command syntax, and the required **Line Start / Line End** logic for each repeating section.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/Screenshot+2026-07-07+at+20_36_52.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2526257298/3adf404704487dcc6a0234e8bfa7/Screenshot+2026-07-07+at+20_36_52.png?expires=1792671300&signature=69cac3ba1b621c42df6d1a8ff295f4bf87f5b1069be9d599b3c64810ca15bd55&req=diUlEMt7moNWUfMW1HO4zanbvvwtY%2FcKmc2QVM1tF8WftMHRtnfL8OPT2xu7%0Af%2B36TW9TZ%2F8TeyczGFY%3D%0A)

*💡 **Tip:** Rather than manually recreating Estimate, Cost Line, Allowance, Overhead, Insurance, or Payment Schedule sections, create a new template (or duplicate an existing one) and modify the default sections. These sections already contain the required Buildern placeholders and structure, reducing the chance of missing important placeholders.*

### **Editing Columns and Rows**

All columns are fully editable. You can:

- Rename column headers.
- Replace placeholders.
- Add new columns.
- Delete existing columns.

To add a new column, hover over the column header and click the **+** icon on either the left or right side of the column, depending on where you would like the new column to be inserted.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/11+-+Add+new+column.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2526259827/ff87af52595acb1a6aa8c6eb4884/11+-+Add+new+column.png?expires=1792671300&signature=0ba53f05e670ffae98ffc56a1866aca1e57a2432f253e2777a7be03054e4e009&req=diUlEMt7lIldXvMW1HO4zWPbEkgaQMVnuhKStEJJ0lHMxmkQsW8OtMkwGDZt%0A7biog%2F6RblI%2Flzl8Hh8%3D%0A)

To delete a column, hover over the column and click the **three-dot handle** at the top of the column. Then, from the **Properties** panel on the right-hand side, click **Delete Column**.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/12+-+Delete+column.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2526261501/a6c4a8ac9f97f5067a7d241c56f3/12+-+Delete+column.png?expires=1792671300&signature=0c1958ba990bed733267bf421e1728ec99c16bb5abea4eb65a990bb30faf41a7&req=diUlEMt4nIRfWPMW1HO4zRskrzBGK4t0wt3nYG09wUnAAMC3Dm9AWX1a36zW%0A8cCiTEWSMSmlzNxkN7I%3D%0A)

To delete a row, hover over the left side of the table and click the **three-dot handle** on the left side. Then, from the **Properties** panel on the right-hand side, click **Delete Row**.

### **Working with Tables**

Tables can be inserted anywhere within the template.

After adding a table, you can customize:

- Number of columns
- Number of rows
- Borders
- Cell spacing
- Background colors

Each row and column can contain Buildern placeholders, allowing tables to display dynamic information from your projects, proposals, and invoices.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/Screenshot+2026-07-07+at+20_38_56.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2526267407/5286704e868ca4e58ca06f94005c/Screenshot+2026-07-07+at+20_38_56.png?expires=1792671300&signature=5821980e9fafe366d4ff7f0501a410ad7a8ef762a2299294851b9bc01b9e021b&req=diUlEMt4moVfXvMW1HO4zYd5HQaYDQAEa6LgUKa%2BgldxD3A7xtwlM4QhUcBj%0AJmxDar2gEHSIsiEFQMw%3D%0A)

### **Using Conditions**

Conditions allow content to appear only when certain information exists.

For example, you can display:

- Introduction text only when it has been entered.
- Optional sections only when they contain data.

Simply insert **Condition Start** and **Condition End** placeholders around the content you want to control.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/Screenshot+2026-07-07+at+20_39_44.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2526270954/cd0909fbb4791a54f9aad0d9894b/Screenshot+2026-07-07+at+20_39_44.png?expires=1792671300&signature=23562415c3224b03880e3f9a9e539182abdb4ef2463a3df87ca778f0d2359f68&req=diUlEMt5nYhaXfMW1HO4zZZXb5o2hueKa3VYKnG0iz7RBaCrIkonJ79TDPQF%0AHCyf%2Fml%2BM1ZQAGiwM%2BA%3D%0A)

You can also upload an image directly into your layout. Once the image is added, an **Image Editor** panel will appear in the right-hand side menu, allowing you to edit and format the image without using a separate content block. This provides a more convenient way to resize, crop, align, and customize images directly from the dedicated image editing panel.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/Screenshot+2026-07-13+at+21_55_07.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2541921628/e645b680af08b74e0c01af12e380/Screenshot+2026-07-13+at+21_55_07.png?expires=1792671300&signature=7282de8e552178081d40627f8c635f911d8022f215ba73fd0907cd4bcb9a6537&req=diUjF8B8nIddUfMW1HO4zbTcbrPp8lbN%2BWdwQRj%2BaoaoJVJUFBcgp65j%2FzMp%0AQXx2po89WiSgubnUxtA%3D%0A)

### **Previewing Your Template**

Before saving your changes, click **Preview**.

The Preview option allows you to:

- Select an existing proposal or invoice.
- View real project data within the template.
- Verify that placeholders populate correctly.
- Confirm the layout before publishing.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/Screenshot+2026-07-07+at+20_40_41.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2526277115/d987e9ff3166fd2c12aad3e78c4f/Screenshot+2026-07-07+at+20_40_41.png?expires=1792671300&signature=739b6e03800a2c3f4e1c53a91f60f56fba70d58ac7cd2cf04a3800ae6ca9a8dc&req=diUlEMt5moBeXPMW1HO4zYj%2F871bK%2BqVHVTyHVm78eA2phmY%2F1MZ8DXzEIGV%0Ajn1%2FU8ttRShCDggljL8%3D%0A)

*💡 **Tip:** Previewing your template is recommended after making significant changes.*

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/Screenshot+2026-07-07+at+20_41_09.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2526280825/bc95288b21a197003fee5d5e1c79/Screenshot+2026-07-07+at+20_41_09.png?expires=1792671300&signature=70a89d17069ebe0cc0d47c05556391ec085fcbf3887b7c14161ab06d6b418d85&req=diUlEMt2nYldXPMW1HO4zXoSemO%2BHnkCSt4V8kPkylpL%2FXm4l67tksZr8KVZ%0ActwYuqngxJfC3lS%2BFKk%3D%0A)

👉 Learn more about [How Clients See Proposals](https://help.buildern.com/en/articles/13774041-how-do-clients-see-proposals?hsLang=en-gb)

### **Saving Your Template**

Once you have finished customizing your layout:

- Preview the template.
- Verify that all placeholders populate correctly.
- Confirm the formatting and layout.
- Click **Save**.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/Screenshot+2026-07-07+at+20_43_03.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2526284744/ec33e92a0875e5d1205364aa255e/Screenshot+2026-07-07+at+20_43_03.png?expires=1792671300&signature=6846652fa6d8ddc9df15408b60bf47adf30a9ba45bf2326667727957bf6e2281&req=diUlEMt2mYZbXfMW1HO4zXhWTuCQYsDsG135s3NvHAwZNC%2BCWKYeXUca6%2FJu%0AsPOGt5oOhwgY1fmL%2FII%3D%0A)

Your updated template will be available for future proposals or invoices.

### **Using Multiple Templates**

Buildern allows you to create and maintain multiple Proposal and Client Invoice templates.

This is useful when you have different document styles or workflows for different types of projects. For example, you may want separate templates for:

- Residential projects
- Commercial projects
- Simple proposals
- Detailed proposals
- Progress invoices
- Final invoices

When creating a proposal or invoice, simply select the template that best matches your workflow. This allows you to quickly generate documents tailored to different project types without modifying your existing templates.

👉 Learn more about [Proposal Management & Client Communication](https://help.buildern.com/en/articles/13889465-proposal-management-client-communication?hsLang=en-gb)

In upcoming articles, we’ll explore more features and tools to help you get even more out of Buildern.

*Happy Building!*

- [Getting started](https://help.buildern.com/en/articles/getting-started?hsLang=en-gb)
- [Projects](https://help.buildern.com/en/articles/projects?hsLang=en-gb#main-content)

    - [Getting Started with Projects](https://help.buildern.com/en/articles/projects?hsLang=en-gb#getting-started-with-projects)
    - [Projects Explained](https://help.buildern.com/en/articles/projects?hsLang=en-gb#projects-explained)
- [Dashboards](https://help.buildern.com/en/articles/dashboards?hsLang=en-gb)
- [Takeoff](https://help.buildern.com/en/articles/takeoff?hsLang=en-gb)
- [Estimates](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#main-content)

    - [Creating and Editing an Estimate](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#creating-and-editing-an-estimate)
    - [Estimate Measurements](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#estimate-measurements)
    - [Getting Started with Estimates](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#getting-started-with-estimates)
    - [Importing Estimates](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#importing-estimates)
- [Cost Codes](https://help.buildern.com/en/articles/cost-codes?hsLang=en-gb#main-content)

    - [Getting Started with Cost Codes](https://help.buildern.com/en/articles/cost-codes?hsLang=en-gb#getting-started-with-cost-codes)
    - [Importing Cost codes](https://help.buildern.com/en/articles/cost-codes?hsLang=en-gb#importing-cost-codes)
- [Proposals](https://help.buildern.com/en/articles/proposals?hsLang=en-gb)
- [Schedule](https://help.buildern.com/en/articles/schedule?hsLang=en-gb#main-content)

    - [Schedule Board Explained](https://help.buildern.com/en/articles/schedule?hsLang=en-gb#schedule-board-explained)
    - [Importing Schedule](https://help.buildern.com/en/articles/schedule?hsLang=en-gb#importing-schedule)
    - [Getting Started Schedule](https://help.buildern.com/en/articles/schedule?hsLang=en-gb#getting-started-schedule)
- [Bid Requests / Request for Quote](https://help.buildern.com/en/articles/bid-requests-request-for-quote?hsLang=en-gb)
- [Selections and Allowances](https://help.buildern.com/en/articles/selections-and-allowances?hsLang=en-gb)
- [Purchase Orders](https://help.buildern.com/en/articles/purchase-orders?hsLang=en-gb)
- [Bills](https://help.buildern.com/en/articles/bills?hsLang=en-gb)
- [Budget Tab](https://help.buildern.com/en/articles/budget-tab?hsLang=en-gb)
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- [Buildern AI](https://help.buildern.com/en/articles/buildern-ai?hsLang=en-gb)

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