Custom Proposal and Invoice Layout Templates

To customize your templates:

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

Edit an existing 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.

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

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

The Layout Editor consists of several components:

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

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.

From the block menu, you can:

Split the block into multiple columns.

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.

Text formatting can be applied to:

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.

You can:

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

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.
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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:

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

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:

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

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.

All columns are fully editable. You can:

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.

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.

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.

Tables can be inserted anywhere within the template.

After adding a table, you can customize:

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

Conditions allow content to appear only when certain information exists.

For example, you can display:

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

Before saving your changes, click Preview.

The Preview option allows you to:

Once you have finished customizing your layout:

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

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:

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.