Create a Template

Templates are built visually in the dashboard: go to app.reforg.io → Templates → New template.

What a template is made of

Output formats — PDF, XLSX, or both.
Sections — ordered content blocks. Each section is one of three types: HTML (rich text / code editor with {{variable}} placeholders), Table (typed columns fed by an array), or Canvas (free-form positioned elements). See Sections & variables for the full model.
Variables — typed inputs (text, date, number, or items-table with columns) that map to keys in the data object you pass at render time.

The variable names you choose become the keys of your render payload. A template with invoice_number, customer_name, and an items items-table renders with:


{
  "invoice_number": "INV-2026-001",
  "customer_name": "ACME Corp",
  "items": [{ "name": "Design work", "quantity": 10, "price": 120 }]
}

Publish it

Templates start as drafts. A draft can’t be rendered — the API answers 400 Template is not published. When the template looks right, hit Publish.

The full lifecycle (draft → published → archived, plus versioning) is covered in Template lifecycle.

Create and edit templates in the dashboard. The REST API also exposes template CRUD (see the API reference), but the visual builder is the supported authoring path — sections have a rich nested structure that’s tedious to hand-write.

→ Install the SDK

Create a Template

What a template is made of

Publish it

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