Documents & Templates

A document template is a reusable layout — an invoice, quote, receipt, contract, letter, or status report — that you design once and then generate finished documents from, one per task or per DataTable row. You drop in variable pills where live data should go, and Konduit merges the real values in at generation time.

Every template is bound to a source: either a task list or a DataTable. A template bound to your Invoices datatable can produce one invoice per row; a template bound to your Service Calls list can produce one work order per task.

The template editor

Templates are built in the same rich editor used elsewhere in Konduit — type normally, format text, add headings, tables, and images. What makes it a template rather than a plain document is the special content you can insert:

Variable pills

Insert a variable two ways:

• Open the variable picker from the toolbar and pick a field, or
• Type {{ anywhere in the document to open the picker inline.

Variables show as bracketed hints like [Customer Name] while you edit, so the template stays readable, and each one resolves to the real value when you generate.

What you can reference depends on the source:

Line items blocks

A line items block renders a table that fills itself with child records related to the record you're generating for:

• On a task template, it pulls from a datatable-link custom field configured in items mode — the mini-table of parts, materials, or line entries attached to the task.
• On a datatable template, it pulls from another table whose rows link back to the row you're generating for.

You choose which columns to show, reorder them, and optionally turn on a totals row. The editor shows a styled preview; the real rows are inserted when you generate.

Totals blocks

A totals block sums the numeric columns of every line items and contributors block above it. You can add derived lines — tax, discount, gratuity — computed from the subtotal, and it produces a Grand Total. Use it at the bottom of invoices and quotes.

Contributors blocks (billable time)

On task-source templates, a contributors block turns logged time entries into a per-person breakdown. When rates are active it renders Person | Hours | Rate | Total and feeds its money subtotal into a downstream totals block.

Rates can come from several places depending on how you bill:

The + Starter option on the block can create a Rates datatable for you in the per-person, per-customer, or matrix shape.

Signature blocks

Two kinds, for two workflows:

• Sign-on-screen — an interactive canvas. A customer or approver signs directly on the device (great on a tablet in the field — service sign-off, delivery acceptance) and the captured signature is embedded in the finished document.
• Signature line — a static line, optionally with a date line, for documents that get printed and signed by hand.

Starter templates

When you open a blank template, Konduit offers a starter to build from. Starters are pre-laid-out for common documents so you're only filling in your own wording and variables:

Starters that best fit your template's source are recommended first, but any of them work against either source.

Organizing templates in folders

Templates live in nested folders in the Documents section of the sidebar. Create folders, nest them, give them a color and icon, and drag templates and folders to reorder or re-nest them — the same tree behavior as spaces and lists.

Generating documents

There are several ways to turn a template into a finished document.

Generate manually

Open a template and click Generate. A picker lists the records on the bound source (rows or tasks); pick one or many and Konduit produces one document per selected record. This is how you bulk-generate — for example, an invoice for every unpaid row.

Generate from a task

On a task, open the Files tab and use Generate from template. The finished document appears right in the task's Files list alongside uploaded attachments, marked with a Generated badge.

Generate when work finishes

When a task moves into a done or closed status, an inline prompt appears — "Generate document for this task?" — with a template picker. Handy for auto-prompting an invoice or completion report the moment a job wraps. The prompt is dismissible.

Generate automatically

Wire it into an automation with the Generate document action — for example, when a task's status becomes Complete, generate the Invoice template against that task. The generated file can be attached to a follow-up Send email action, so the customer gets their invoice with no manual step.

Downloading and exporting

Every generated document is saved as its own record and can be downloaded as:

• PDF — a print-ready, page-formatted file (Letter size). Signatures captured on screen are embedded.
• Word (.docx) — an editable Word document.

Finished documents are stored securely in your workspace and are kept separate from ordinary task and row attachments, so generating a document never counts against or clutters a task's file list beyond its own Generated entry.

Plan limits

Generated documents are not separately capped — the limit is on how many templates you keep. See pricing for current details.

Next

• DataTables — the relational data most templates render against
• Datatable-link Fields — how line items attach to a task
• Time Tracking — the data behind contributors blocks
• Automations — generate and email documents hands-free