icon

How to Create a PDF Template with CraftMyPDF

Table of Contents

This tutorial covers the steps to create a new reusable template and also how to obtain the API Key in the web management console.

1. Create a new reusable PDF template on CraftMyPDF.com

(i) Register or log in to https://craftmypdf.com

(ii) After login, click on Manage Templates on the side menu

(iii) In the Manage Templates page, click on New Templates and select a template to create a new PDF template

(iv) In the Manage Templates page, click on Edit to edit the template.

(v) There are 4 tabs in the PDF template editor:

  • Designer – a drag-and-drop environment for designing PDF templates.
  • Preview – is where you preview the PDF and also debug the expressions.
  • Data – here is where you manipulate the data for preview. It’s important to have your JSON data ready because the JSON schema will be used for auto-complete drop-down and the JSON will be used for PDF preview. The JSON data on the left is a sample, you have to substitute it with your JSON data for the actual PDF generation.
  • Settings – here is where you configure the paper format, margins, template name, etc

(vi) You may modify the JSON in the Data tab.

(vii) Click on Preview tab to view the result.

2. Obtain API Key on API Integration Page

API Key is to create PDFs or manage templates, it’s used for Zapier, Integromat, or REST API. You may find the API Key on our API Integration Page

Recent Posts
blog

How to generate PDF invoices with Zapier

With PDF invoices, it’s easier to send invoices directly to clients without needing paper copies.

In this article, I would be showing you how to generate PDF invoices with Zapier and also help you understand the benefits of doing this. Let’s get to it!

Read More »
blog

Best-performing Banner Ads Sizes in 2023

Choosing the most appropriate banner for your company isn’t always easy. There are lots of things to consider such as the color, size, type of banner, and so on. This could be a little problematic if you have no knowledge of the different types of banner ads but don’t worry, that’s why I’m here.

Read More »
blog

How to create PDF invoices with Bubble.io

In this tutorial, we will create line items for an invoice template.

The takeaway of the tutorial is to build JSON with our Bubble plugin actions Thing(s) to JSON and Build JSON for complex JSON that consists of line items(an array). Then, the JSON will be used for generating the dynamic PDF documents.

Read More »
blog

How to generate PDFs with Retool

Retool is a low-code platform that is used by businesses to build applications faster, these applications include creating admin panels, dashboards, and even PDFs.

This tutorial is going to guide you on creating PDFs with Retool.

Read More »
Copyright ©2023 CraftMyPDF.com

Email us at [email protected] for support