Document Builder: Design Your Documents with Ease
Vaasu Guduguntla
Last Update één maand geleden
Getting Started with the Document Builder
The TalleFlow Document Builder is a drag-and-drop design tool powered by Unlayer. You can use it to create proposals, invoices, brochures, questionnaires, contact forms, and more—all directly in your browser.
The Editor Layout
When you open a document for editing, you'll see:
- Left Sidebar (Tools Panel) – Where you find all the elements you can add to your document.
- Canvas (Main Area) – The live preview of your document where you drag and arrange elements.
- Top Toolbar – Options for undo/redo, preview, saving, and sending.
Available Tools in TalleFlow's Document Builder
Basic Tools
- Text – Add and style paragraph text.
- Heading – Add large titles or section headings.
- Image – Upload your logo, photos, or illustrations.
- Divider – Visually separate sections.
- Button – Add clickable calls-to-action (great for "Pay Now" in invoices or "Accept Proposal").
- Columns – Split content into multiple columns.
- Social – Add icons linking to your social media profiles.
- HTML – Embed custom HTML code.
- Form Tool – Add fields to capture information (used for questionnaires and contact forms).
- Invoice Tool – Add an invoice block with line items, totals, and optional Stripe Pay Now button.
- Smart Tags – Type "{" to insert merge fields (Smart Tags) that auto-fill with client, business, invoice, or project info.
Editing an Element
Click on any element on the canvas to open its Properties Panel in the left sidebar. From there you can:
- Adjust text formatting, colors, and font sizes.
- Change spacing and padding.
- Swap images or update links.
- Configure tool-specific settings (e.g., add form fields, set invoice due dates).
Styling and Branding
Keep your documents consistent with your brand by:
- Using your brand colors and fonts.
- Uploading your logo once and reusing it in templates.
- Saving custom blocks for headers, footers, and service descriptions so you can reuse them in future documents.
Previewing Your Document
At any time, click the eye icon in the top right to see exactly how your document will look to your client. This is especially useful after adding Smart Tags or invoice blocks so you can confirm that all fields populate correctly.
💡Best Practices
- Start with a template - Save time.
- Keep sections organized - Group related information together.
- Use Smart Tags - Auto-fill client and business details instead of typing them manually.
- Preview before sending - Ensure formatting looks correct.
- Save frequently - Avoid losing work.