Print templates support several structural features that go beyond simple variable insertion. This article covers the full architecture.

Sections

A template is divided into sections. Each section can have:

  • Its own formatting (margins, columns, background)
  • A data source (the Podio app, Salesforce object, etc. that section's variables pull from)
  • Conditional display rules (show this section only if a condition is met)

Sections are defined in the template editor's Sections panel.

Repeating blocks

A repeating block is a section that repeats once for each item in a list. Examples:

  • A line item section that repeats for each invoice line item
  • A project task section that repeats for each task in a project
  • A comment section that repeats for each comment on a record

Set a section as repeating in the Sections panel. Select the related app or list field that drives the repetition.

Conditional content

Any section or any block of text can be conditionally displayed:

  • Show this section only if the Status field is "Approved"
  • Show this line of text only if the Total field is greater than $10,000
  • Show this warning block only if the Payment field is empty

Set conditions in the section or element settings.

Multi-platform data sources

A single template can pull data from multiple connected platforms. For example, a client report might pull:

  • Client name and contact from Podio
  • Invoice total from QuickBooks
  • Last sales activity from Salesforce

Each section specifies its data source. Variables in that section pull from that source.

Calculation variables

Variables can include simple calculations:

  • {{invoice.total * 1.08}} — apply a tax rate
  • {{project.end_date - project.start_date}} — calculate duration
  • {{SUM(line_items.amount)}} — sum a list field

Related: Variables — Pulling Data Into Your Document · Tables, Lists, and Comments in Templates