What are PDF Design Templates?
PDF Design Templates control the visual appearance of your offers in both preview and PDF export. Each template provides a unique color scheme, typography, layout structure, and styling that transforms your content into a professionally designed business proposal.
Templates are cosmetic only – they don’t change your content, only how it looks. The same offer data can be displayed in any template, giving you flexibility to match your brand or client expectations.
Key Characteristics
| Aspect | Description |
|---|---|
| Scope | Applies to entire offer (all sections, header, footer) |
| Storage | Template choice is saved per offer (each offer remembers its template) |
| Switching | Change template anytime – preview updates instantly |
| Compatibility | All templates work with all features (images, sections, pricing, etc.) |
| Customization | Templates respect your Company Branding settings (logo, colors, text) |
Available Templates
Ofertyf includes 7 professional templates. Basic users have access to 1 template (Default), while Premium users can choose from all 7.
Template Overview Table
| Template Name | Style | Best For | Key Features | Availability |
|---|---|---|---|---|
| Default | Clean, classic | General purpose, conservative clients | • Neutral colors • Simple layout • High readability • Professional without being flashy | ✅ Basic + Premium |
| Modern Blue ⭐ | Contemporary, tech-forward | Tech companies, startups, innovation-focused | • Blue accent color • Modern typography • Clean gradients • Fresh, forward-thinking feel | ⭐ Premium only |
| Business ⭐ | Corporate, professional | B2B, corporate clients, formal proposals | • Corporate color palette • Structured layout • Executive presence • Serious, trustworthy tone | ⭐ Premium only |
| Elegant ⭐ | Refined, sophisticated | Luxury brands, high-end clients, premium services | • Elegant typography • Subtle accents • Refined spacing • Premium aesthetic | ⭐ Premium only |
| Creative ⭐ | Bold, artistic | Design agencies, creative industries, modern brands | • Vibrant colors • Dynamic layouts • Eye-catching elements • Artistic expression | ⭐ Premium only |
| Minimal ⭐ | Simple, clean | Minimalist brands, Scandinavian aesthetic, clarity-focused | • Maximum white space • Minimal decoration • Focus on content • Zen-like simplicity | ⭐ Premium only |
| Professional ⭐ | Polished, authoritative | Consulting, legal, financial services, serious business | • Authoritative design • Professional color scheme • Structured hierarchy • Credibility-focused | ⭐ Premium only |
Detailed Template Descriptions
1. Default Template (Basic + Premium)
Visual Style:
- Neutral color palette (blacks, grays, subtle accents)
- Standard serif/sans-serif font pairing
- Balanced spacing and margins
- Traditional business document layout
When to Use:
- Conservative industries (manufacturing, construction, traditional B2B)
- Clients who prefer understated professionalism
- When you want content to speak for itself
- First-time offers when you’re unsure of client preferences
Design Elements:
- Simple header with company logo and name
- Clean pricing tables with basic borders
- Standard section separators
- Footer with contact information
2. Modern Blue Template ⭐ (Premium Only)
Visual Style:
- Blue gradient accents (
#3b82f6to#2563ebspectrum) - Modern sans-serif typography throughout
- Contemporary spacing with breathing room
- Tech-forward aesthetic
When to Use:
- Technology companies and software services
- Startups and innovation-driven businesses
- Younger, forward-thinking clientele
- Projects emphasizing modernity and progress
Design Elements:
- Blue gradient header background
- Rounded corners on sections
- Blue accent lines for section dividers
- Modern button-style elements
3. Business Template ⭐ (Premium Only)
Visual Style:
- Corporate navy and gray color scheme
- Professional serif fonts for headers
- Structured grid layouts
- Executive boardroom aesthetic
When to Use:
- Large corporate clients and enterprises
- B2B proposals and tenders
- Formal business relationships
- Financial services and banking
Design Elements:
- Formal header with structured layout
- Corporate-style pricing tables
- Professional section backgrounds
- Authoritative footer design
4. Elegant Template ⭐ (Premium Only)
Visual Style:
- Refined color palette (deep purples, golds, subtle grays)
- Elegant serif typography
- Generous white space
- Luxury brand aesthetic
When to Use:
- High-end products and premium services
- Luxury brands and boutique businesses
- Design-conscious clients
- Projects with premium pricing
Design Elements:
- Sophisticated header with refined typography
- Elegant accent borders
- Subtle shadow effects
- Premium spacing and layout
5. Creative Template ⭐ (Premium Only)
Visual Style:
- Vibrant color combinations (purple gradients
#667eeato#764ba2) - Dynamic typography mix
- Bold visual elements
- Artistic, eye-catching design
When to Use:
- Creative agencies and design studios
- Marketing and advertising projects
- Modern, trend-conscious brands
- When you want to stand out visually
Design Elements:
- Bold gradient backgrounds
- Creative section layouts
- Artistic accent elements
- Dynamic visual hierarchy
6. Minimal Template ⭐ (Premium Only)
Visual Style:
- Maximum white space and breathing room
- Minimal color accents (single accent color)
- Ultra-clean typography
- Scandinavian minimalist aesthetic
When to Use:
- Minimalist brands and products
- When clarity is paramount
- Design-forward but understated clients
- Content-heavy offers that need space
Design Elements:
- Minimal header (logo + essential info only)
- Clean lines instead of heavy borders
- Ample padding around all elements
- Subtle, refined accents
7. Professional Template ⭐ (Premium Only)
Visual Style:
- Authoritative color scheme (dark blues, charcoal)
- Classic professional typography
- Structured, hierarchical layout
- Credibility-focused design
When to Use:
- Consulting and advisory services
- Legal and financial proposals
- Healthcare and medical services
- Any context requiring authority and trust
Design Elements:
- Authoritative header design
- Professional table styling
- Structured section hierarchy
- Trust-building visual elements
How to Select a Template
Location: Template selector is located at the top of the offer form, above all tabs.
For Premium Users:
- Open any offer (new or existing)
- Locate the template selector at the top:
Design Template: [Dropdown ▼]- Click the dropdown to see all 7 templates
- Select your desired template
- Preview updates instantly – no need to save
- Template choice is saved automatically when you save the offer
For Basic Users:
- Template selector is visible but disabled (grayed out)
- Shows “Default” with lock icon 🔒
- Displays upgrade message: “Unlock Premium Templates”
- Click “Unlock Premium Templates” button to see Premium pricing
Template Selector Interface
Premium Version:
┌─────────────────────────────────────────────┐
│ 🎨 Design Template: [Modern Blue ▼] │
│ │
│ Template is saved with each offer │
└─────────────────────────────────────────────┘
Dropdown options:
- Default
- Modern Blue ⭐
- Business ⭐
- Elegant ⭐
- Creative ⭐
- Minimal ⭐
- Professional ⭐Basic Version:
┌─────────────────────────────────────────────┐
│ 🎨 Design Template: [Default 🔒] │
│ │
│ [Unlock Premium Templates 🔓] │
└─────────────────────────────────────────────┘
Dropdown (disabled):
- Default
- 🔒 Modern Blue (Premium)
- 🔒 Business (Premium)
- 🔒 Elegant (Premium)
- 🔒 Creative (Premium)
- 🔒 Minimal (Premium)
- 🔒 Professional (Premium)