What are Templates in Ofertyf?
Ofertyf provides two distinct template systems that work together to help you create professional, consistent, and branded business proposals:
1. PDF Design Templates – Visual styling and layout for your offers
- Control the overall appearance of your PDF outputs
- Professional color schemes, typography, and spacing
- Apply different designs to different offer types
- 1 template (Default) in Basic, 7 templates in Premium
2. User Content Templates – Reusable content and data structures
- Save complete offer configurations (pricing, sections, descriptions)
- Reuse common offer structures across multiple projects
- Reduce repetitive data entry
- Premium-only feature (unlimited templates)
Types of Templates
| Template Type | Purpose | What It Controls | Availability |
|---|---|---|---|
| PDF Design Templates | Visual appearance and styling | • Colors and gradients • Typography and fonts • Header/footer layouts • Section spacing • Accent elements | Basic: 1 template (Default) Premium: 7 templates ⭐ |
| User Content Templates | Reusable data structures | • Customer information • Offer descriptions • Technical sections • Pricing items • Payment terms • All text fields | Basic: ❌ Not available Premium: ✅ Unlimited ⭐ |
| Rich Text Formatting | Text enhancement | • Bold, italic, underline • Lists (ordered, bullet) • Headers (H1, H2, H3) • Links • Text styling | Basic: ❌ Plain text only Premium: ✅ Full editor ⭐ |
| Section Layouts | Technical section widths | • Half width (50% – 2 columns) • Full width (100% – 1 column) • Responsive arrangements | Basic: ❌ Fixed layout Premium: ✅ Flexible layouts ⭐ |
Basic vs Premium Comparison
| Feature | Basic Version | Premium Version |
|---|---|---|
| PDF Design Templates | 1 template (Default only) | ✅ 7 templates (Default + 6 Premium designs) |
| Template Selector | 🔒 Disabled (locked to Default) | ✅ Full access to all templates |
| User Content Templates | ❌ Not available | ✅ Unlimited save/load templates |
| Rich Text Editor | ❌ Plain text only (textarea) | ✅ WYSIWYG editor (Quill.js) |
| Text Formatting | None (plain text) | ✅ Bold, italic, lists, headers, links |
| Section Layouts | Fixed (automatic arrangement) | ✅ Choose half (50%) or full (100%) width |
| Template Customization | Basic branding only | ✅ Full branding + template-specific styles |
Benefits of Using Templates
For PDF Design Templates:
- ✅ Professional appearance – Instantly elevate your proposals with designer-quality layouts
- ✅ Brand consistency – Match templates to your company’s visual identity
- ✅ Client perception – Different templates for different client types or project scales
- ✅ Competitive edge – Stand out with modern, polished designs
- ✅ Time savings – No need to design PDFs manually
For User Content Templates:
- ✅ Eliminate repetition – Save frequently used content structures once, reuse forever
- ✅ Speed up workflow – Create new offers in seconds by loading existing templates
- ✅ Consistency – Ensure standard pricing, terms, and descriptions across similar offers
- ✅ Error reduction – Pre-validated content reduces mistakes in new offers
- ✅ Team efficiency – Share common templates across team members
For Rich Text Formatting:
- ✅ Enhanced readability – Bold headers, bullet lists improve client comprehension
- ✅ Professional polish – Formatted text looks more credible than plain text
- ✅ Emphasis control – Highlight key terms, prices, or conditions
- ✅ Structured content – Organized lists and sections for complex information
For Section Layouts:
- ✅ Visual hierarchy – Control which sections get more prominence
- ✅ Space optimization – Fit more information without clutter
- ✅ Responsive design – Layouts adapt to preview and PDF contexts
- ✅ Flexibility – Mix full-width and half-width sections in same offer