Printing records to PDF — A template is a stack of blocks
Templates are built from a handful of blocks, in the order you want them on the page:
• Header — your logo and organisation name from account branding, with meta rows on the right (invoice number, dates).
• Title and Text — free wording that can carry {{record.fieldKey}} tokens, plus {{record.name}}, {{workspace.name}} and {{today}}.
• Field rows — a label and a value, straight off the record.
• Line items — a table of the records that link to this one, with the columns and number formats you pick.
• Totals — the money at the bottom, with one row emphasised.
A token you spell wrong renders as nothing rather than printing raw braces onto a customer's invoice.