Document Generation
10. Template Studio & Document Builder
Template Studio renders beautiful, brand-accurate PDF proposals, quotations, client contracts, and receipts. The editor is powered by Liquid templating, allowing dynamic merging of live CRM variables.
Dynamic Liquid Variables
Inject live CRM attributes into branded documents at the moment of generation:
| Liquid Variable | Data Source | Example Output |
|---|---|---|
| {{ deal.title }} | Active Deal Record | "Storefront Signage & Fabrication" |
| {{ contact.name }} | Linked Contact Profile | "Jane Doe" |
| {{ invoice.total | money }} | Calculated Invoice Sum | "$4,850.00" |
| {% for item in items %} | Catalogue Line Item Array | Renders dynamic line-item pricing table |
Template Studio Alternatives Comparison
| Document Capability | SHPI Template Studio | Standalone Proposal SaaS (PandaDoc) | Manual Word / Google Docs |
|---|---|---|---|
| Live Record Merging | Direct access to all deals, contacts, and custom module fields | Requires external CRM connectors and field mapping setup | Manual copy-pasting numbers with high risk of mistakes |
| Brand Standardization | Strict company styling templates enforced across all staff | Variable formatting unless locked by complex enterprise plans | Inconsistent fonts, broken alignments, and varying layouts |
| Output Formats | Instant print-ready PDF and shareable digital documents | Proprietary signing links requiring client account logins | Manual PDF export and email attachment handling |