Document Builder

📝 Note: Even if Document Builder is enabled and accessible through the user interface, additional one-time configuration might be required.
Go to Manage > Reseller > Settings.
- If DOCUMENT BUILDER appears in the left menu, contact your Marketplace Manager to confirm whether it is fully enabled (meets all configuration prerequisites).
- If DOCUMENT BUILDER does not appear in the left menu, contact your Marketplace Manager to request it.

When users download quotes and invoices, the platform references PDF templates created and managed with Document Builder.

Resellers can use Document Builder to create, edit, and manage PDF quote and invoice templates for every language a marketplace supports, to meet marketplace billing, localization, and branding requirements. You can do all of the following:

• copy seed templates (initial default platform templates) to create custom templates
• modify custom templates with the native JavaScript Object Notation (JSON) editor
• modify custom templates with the visual editor
• configure which templates the platform uses by default

Permissions for Resellers

Some marketplaces permit Resellers to customize document templates. To use this feature, contact your Marketplace Manager to request Document Builder role permissions.