Skip to content
Book a demoBook a demo
Document Studio

A quotation template designer for formal, multi-page quotes

Lay out quotation PDFs by drag and drop, with live fields, item tables that run across pages, your own fonts and Arabic that prints correctly.

Book a demoExplore the platform

In short

1flux Document Studio is the quotation template designer built into 1flux. For your quotation layouts, you place text, images, logos and 53 live quotation fields on the page by drag and drop, choose a repeating header and footer, and use bundled or uploaded fonts. Item tables and terms continue across as many pages as they need, Arabic text is shaped correctly and the design is frozen with each quotation when it's approved.

Document Studio: place live fields, tables and terms on the page, then set exact position and type.
The problem

Why do quotation templates break?

A template looks fine with 5 lines. Then a project schedule runs to page 3.

  • “The table headings didn't repeat, and a row split awkwardly across the page break.”

  • “The totals landed alone at the top of a new page.”

  • “Text was cut off at the edge of a box, and nobody noticed before it was sent.”

  • “The customer's Arabic name printed as disconnected letters.”

  • “Every salesperson's copy of the Word template has drifted a little.”

1flux Document Studio is built for long, formal quotes. Fixed items such as the letter, logo and signatures stay where you put them, and the variable parts flow.

Page designer

A quotation template designer that works on the page, not a form

1flux Document Studio gives you a drag-and-drop page designer, not a form with a logo slot. Each design has its own pages, and you place elements exactly where they belong.

  • Add to the page: heading, text, image, shape, live field, line items table, terms, logo and page number.
  • Exact placement: set X, Y, width and height in points, plus rotation, opacity, colour, font, size, weight, alignment and line spacing. Snap to grid, undo and redo, and nudge with the keyboard.
  • Pages: A4 portrait, US Letter, A4 landscape or a custom size, each with its own background. Reorder, duplicate or lock pages.
  • Starting structure: new designs begin with a Letter page, a Quotation page and a Terms page. Add a cover page, extra pages or a closing page with payment details.
Each design has its own pages. New designs start with a Letter, a Quotation and a Terms page.
Live fields

53 live fields fill themselves from each quotation

A live field is a placeholder that 1flux fills with each quotation’s data when the PDF is produced. Document Studio offers 53 live quotation fields, searchable by name:

  • quotation number and dates;
  • customer and issuing-company details, including registrations and logo;
  • billing and shipping addresses;
  • totals, notes, terms and proposal sections;
  • payment details such as bank name, IBAN and SWIFT;
  • every cover-letter field: Ref, To, Attn, Project, Subject and the signatories.

Because the issuing company’s details are live fields, one design can serve every legal entity in your group. See multi-entity in 1flux.

Highlighted values are live fields: 1flux fills them from each quotation when the PDF is produced.
Long tables

How does 1flux handle long item tables?

1flux continues item tables and long terms onto as many pages as they need, and nothing is truncated.

Example: the same design in PDF preview with 2, 20 and 100 sample items. Headings repeat and totals follow the last row.

What happens at a page break

  • Column headings repeat on every page.
  • Oversized rows split cleanly, and the totals stay together with the last rows.
  • “Page X of Y” numbers are filled in once the final page count is known.
  • Text that would overflow a fixed box raises an error instead of being cut off.

Check the result with PDF preview using 2, 20 or 100 sample items before you publish.

What you control in the table

Setting Options
Columns Up to 14 from 15, including Sl. No., Description, Model, Item code, Unit, Qty, Unit price, Discount, Tax %, Tax, Total price and Availability
Description lines Stack item name, model, description, code and notes in one cell
Table lines None, horizontal or full grid
Totals Up to 8 totals rows with your own labels
Line items table settings in Document Studio.
Document panel

Repeating headers, footers and one typeface

The Document panel sets what repeats on every page and keeps the design consistent.

  • Header styles: None, Minimal, Brand bar, Letterhead, Centered or Custom.
  • Footer styles: None, Page number, Contact line, Brand bar or Custom.
  • Custom bands: your own text, live fields and images, repeated on every page.
  • Overall font: one typeface for the whole document.
  • Format document: a rule-based tidy-up that snaps items to an 8-point grid inside 40-point margins, evens out the type scale, makes tables full width and spaces out signature blocks.
The Document panel: a Letterhead header and Page number footer repeat on every page.
Fonts

Use our fonts or yours

1flux bundles 8 font families: Lato, Geist, Times New Roman (Liberation Serif), IBM Plex Sans, Noto Sans, Noto Serif, Noto Sans Mono and Noto Naskh Arabic.

You can also upload your brand’s TTF or OTF fonts, up to 5 MB per file. Fonts are embedded in the PDF and text stays selectable. Upload each weight you use, such as regular and bold, as its own file.

8 bundled families, including Noto Naskh Arabic, plus your own TTF or OTF files.
Block layouts

Start from a ready block layout

Not every team wants to design from scratch. Document Studio includes 4 ready block layouts: Clean proposal (the default for new workspaces), Executive summary, Classic acceptance and Bold compact.

Copy one, then adjust its blocks, page size, margins, colours and typeface, and add your company stamp.

New template: a blank page design, or a copy of one of 4 tested block layouts.
Cover letter

A formal cover letter, built in

Formal B2B buyers, especially on projects and across the Gulf, often expect a quotation to open with a letter. Every page design can start with one:

  • logo, C.R. / Tax ID, the title QUOTATION, Ref. and date;
  • To, Attn, Project and Subject;
  • terms for validity, availability, delivery and payment;
  • “Yours faithfully” with three signatories: Prepared by, Salesman and an optional third.

The wording comes from reusable templates in Settings → Quotations, and each quote can adjust it. New to formal quotes? Read how to write a B2B quotation customers say yes to.

The Letter card on a quotation: To, Attn, Project and Subject, the wording and three signatories.
Arabic in PDFs

Arabic that prints correctly

Document Studio shapes and orders Arabic text correctly in the PDF, using the embedded Noto Naskh Arabic font. Letters join, marks sit in the right place, and lines that mix Arabic and English keep their reading order, with numbers left to right.

  • Right-aligned for you: a line that’s mostly Arabic is right-aligned automatically.
  • Template text and live data: this covers your fixed text and live data such as customer names.
  • No garbled PDFs: if shaping ever fails, 1flux stops and reports an error.

You design Arabic/English layouts by placing Arabic and English text side by side, for example an Arabic title next to “QUOTATION”. Read more about Arabic-ready data and documents.

An Arabic title beside QUOTATION and an Arabic customer name, shaped and ordered correctly.
Publish and freeze

Publish once, then freeze with every approved quote

A design moves from draft to published, and published versions don’t change.

  • Autosave and publish: edits save as a draft. Publish locks a version; Publish & use also makes it the workspace default.
  • Checked on publish: for example, an image placed over the area where the table continues is refused.
  • Per-quote choice: each editable quotation uses the workspace default or picks another published design.
  • Frozen on approval: when a quotation is approved, 1flux checks its real data against the design, then freezes the design version, data, images and fonts with the quote. That same PDF is emailed, shown on the customer link and downloaded. See how approval works in 1flux Quotations.
  • Permissions: people with template permission can edit; everyone else sees designs as view only.
  1. Page design (Draft saved): Draft.
  2. Publish & use (Version locked): Published.
  3. Quotation (QT-2026-00118): Approved.
  4. Frozen PDF (Emailed, linked, downloaded): PDF ready.
Published versions never change. Approval freezes the design, data, images and fonts with the quotation.
How it works

How do you build a quotation template in 1flux?

Six steps take you from a blank design to the default layout for every new quotation.

  1. Open Document Studio

    Go to Settings → Document Studio and choose New template.

  2. Start a design

    Start a page design, or copy one of the 4 block layouts.

  3. Lay out the pages

    Add your logo, letter, live fields, line items table and terms; set the header, footer and font.

  4. Preview with sample items

    Check the layout in PDF preview with 2, 20 or 100 sample items.

  5. Publish and use

    Choose Publish & use to make it the default for new quotations.

  6. Approve a quotation

    Approve a quotation, and 1flux freezes the PDF with that design.

One flow

Connected to the rest of 1flux

Document Studio takes its details from your companies and hands one frozen PDF to every way a quotation is sent.

  1. Multi-entityEntity details → live fields
  2. Document StudioPublished design → quotation
  3. QuotationsApproved → frozen PDF
  4. Email, link and WhatsApp
  • Multi-entity: each issuing company’s letterhead, registrations and bank details fill the same design.
  • Quotations: each editable quotation uses the workspace default or another published design, and approval freezes it.
  • Sending: the same frozen PDF is emailed, shown on the customer link and downloaded.
Who it's for

Who is Document Studio for?

Teams whose quotations are long, formal and seen by demanding buyers.

  • Sales and operations managers

    Who want every quotation to look the same, whoever sends it.

  • MEP and building materials suppliers

    Sending formal letters with long item schedules.

  • Trading companies

    Quoting to customers who expect formal documents, including Arabic-named customers in the UAE and Saudi Arabia.

FAQ

Questions, answered

Still deciding? Talk to sales

Can a quotation template handle long item tables across several pages?

Yes. 1flux continues item tables and long terms onto as many pages as they need. Column headings repeat on every page, oversized rows split cleanly, the totals stay together with the last rows and "Page X of Y" is filled in once the final page count is known. Check the layout in PDF preview with 2, 20 or 100 sample items before you publish.

Can I make an Arabic and English quotation template?

Yes. Place Arabic and English text side by side on the page, for example an Arabic title next to "QUOTATION", and 1flux shapes and orders the Arabic correctly in the PDF with an embedded Arabic font. Live data such as Arabic customer names prints correctly too, and a line that's mostly Arabic is right-aligned automatically. You choose the Arabic wording for each label.

Can I use our own brand fonts?

Yes. Upload TTF or OTF font files of up to 5 MB each, alongside the 8 bundled families, which include Noto Naskh Arabic. Fonts are embedded in the PDF, so the quotation looks the same on every device and the text stays selectable. Upload each weight you use, such as regular and bold, as its own file.

Can I start from a ready-made quotation layout?

Yes. 1flux Document Studio includes 4 ready block layouts: Clean proposal, the default for new workspaces, Executive summary, Classic acceptance and Bold compact. Copy one, then adjust its blocks, page size, margins, colours and typeface, and add your company stamp. Or start a page design, which begins with a Letter page, a Quotation page and a Terms page.

Can one quotation template serve several companies?

Yes. The issuing company's details are live fields in Document Studio, so one design serves every legal entity in your group. Each quotation fills in its issuing company's letterhead, registrations, logo and bank details, such as IBAN and SWIFT, when the PDF is produced, and an issued quotation keeps the company details it was issued with.

What happens to sent quotations if I change the template?

1flux leaves them exactly as they were. When a quotation is approved, 1flux freezes the design version, data, images and fonts with that quotation, and the stored PDF is what the customer receives. Editing a design creates a new draft, and nothing changes until you publish it.

What does "Format document" do?

1flux Format document tidies a design in one click. It snaps items to an 8-point grid inside 40-point margins, moves stray content out of the header and footer, evens out the type scale, makes tables full width and spaces out signature blocks. It's a set of layout rules, so it works the same way every time.

Related

Quotations

Quotes from your catalogue or a customer's PO, approved, locked and sent.

Multi-currency and Arabic

Any currency per document, three-decimal rounding, realised FX, and Arabic names, search and quotations.

Multi-company and multi-entity

Several legal entities in one workspace, each with its own registrations, currency and books.

How to write a B2B quotation customers say yes to

The structure business buyers expect, from the cover letter to the signatories, plus approvals, revisions and an example layout.

Building materials and project supply

Track every project, quote the contractor formally and deliver to site in drops.

Book a demo

See your quotation layout in 1flux

Bring a quotation you send today, and we'll show you how it looks as a Document Studio design.

Book a demoExplore the platform

Last updated