Getting Started in 5 Minutes

This quick tutorial will get you up and running with TemplateTo in just 5 minutes. By the end, you'll have created your first PDF template and generated a document.

Step 1: Create Your Account (1 minute)

1. Go to app.templateto.com/auth/signup
2. Enter your email and create a password
3. Verify your email address
4. Select or create your first workspace

Tip

You can create multiple workspaces to organize different projects or clients.

Step 2: Create Your First Template (2 minutes)

1. Click "Create Template" from your dashboard
2. Give your template a name (e.g., "My First Invoice")
3. You'll see the Template Editor open with a blank canvas

Add Your First Element

1. From the Elements panel on the left, find the Text element
2. Either:
3. Double-click the Text element, or
4. Drag and drop it onto the canvas
5. Click on the text element to edit it
6. Type your content (e.g., "Invoice #001")

Info

The editor auto-saves your work, but you can also click the Save button in the top bar.

Step 3: Add Dynamic Content (1 minute)

Let's make your template dynamic by adding variables:

1. Click the Data tab in the left panel
2. Add a new variable:
3. Name: customerName
4. Type: Text
5. Default Value: "John Doe"
6. In your text element, type: Hello {{customerName}}!
7. Click Preview to see your variable in action

Step 4: Generate Your First PDF (1 minute)

1. Click the Generate button in the top bar
2. You'll see a form with your variable fields
3. Enter a value for customerName or use the default
4. Click Generate PDF
5. Your PDF will download automatically!

What's Next?

Congratulations! You've created your first dynamic PDF template. Here are some next steps:

• Explore more elements: Add images, tables, QR codes, and more
• Learn about variables: Create complex data structures
• Style your template: Customize colors, fonts, and layouts
• Automate generation: Use our API or integrations

Quick Video Tutorial

Want to see it in action? Watch this 5-minute video: