Page Builder Module

Page Builder, Settings & PDF Connection
 

Complete Business-Level Description
 

- What the Page Builder Really Is
 

The Page Builder is the foundation layer of the entire document system.
 

It is not just a website editor.
 

It is a visual document architect — the place where all documents are designed before they ever become PDFs, forms, quotes, or signed files.
 

Every document that appears later in Dynamic Content, PDF generation, or PDF Signer is born here first.
 

If Dynamic Content is the document manager,
the Page Builder is the document creator.

 

 

- Why the Page Builder Exists
 

Businesses do not work with static files anymore.
 

They need:
 

  • Documents that change per customer

  • Forms that collect real data

  • Quotes that auto-calculate

  • Contracts that can be signed

  • PDFs that are generated on demand
     

The Page Builder solves this by allowing users to:
 

  • Design documents visually (no coding)

  • Embed dynamic placeholders

  • Control layout, language, and structure

  • Reuse the same design for thousands of customers

  • Convert live pages into legally valid PDFs
     


- Where the Page Builder Sits in the System
 

The Page Builder is the starting point of the document lifecycle.
 

Design → Use → Generate → Sign → Share → Archive
  ↑
Page Builder


Nothing reaches PDF, email, WhatsApp, or signing
unless it starts in the Page Builder.
 

- How the Page Builder Interface Is Structured
 

The interface is intentionally split into three working zones, each with a clear role.
 


1️⃣ Top Navigation Bar – Control & Reuse
 

This bar controls how pages are managed and reused:
 

  • Undo / Redo → Safe editing

  • Preview → See the page as a real document

  • Save → Lock design changes

  • Full Screen → Focused layout work

  • Import / Export → Move templates between systems

  • Select Page to Copy → Clone entire documents instantly

  • Language Selector → Multi-language documents (RTL / LTR)
     

- Business meaning:

This allows teams to reuse proven document designs instead of rebuilding from scratch.
 


2️⃣ Left Sidebar – Components & Settings Brain
 

This is the brain of the system.
 

Everything you add, configure, or control lives here.
 

- Objects & Blocks
 

  • Basic elements (text, images, divs)

  • Prebuilt sections

  • Drag-and-drop creation
     

- Templates
 

  • Ready-made document layouts

  • Quotes, forms, invoices, landing pages

  • Used as starting points
     

- My Components
 

  • Custom elements created once

  • Reused across many documents

  • Keeps branding and layout consistent
     


⚙️ Page Settings – The Most Critical Area
 

This is where a page stops being “just a page” and becomes a document engine.
 

Page Settings define:
 

  • What type of document this page is

  • How it behaves

  • Whether it can become a PDF

  • How it looks when printed or signed
     


- Page Identity Settings
 

  • Page Name

    → The unique key that connects the page to Dynamic Content
    → Example: quote, invoice, contract_form
     

  • Page Type

    → Determines how the system treats it
    (Form, Quote, Custom Document, etc.)
     

  • Language & Direction

    → RTL for Hebrew/Arabic
    → LTR for English
    → Affects PDF text flow automatically
     


- PDF-Specific Settings (Extremely Important)
 

These settings decide how the final PDF will look:
 

  • Page size (A4, Letter, Custom)

  • Orientation (Portrait / Landscape)

  • Margins

  • Header & footer

  • Whether PDF export is enabled
     

- Business impact:

This ensures PDFs are:
 

  • Printable

  • Legally acceptable

  • Professionally formatted
     


- Form Components – Where Dynamic Content Is Born
 

Forms created in the Page Builder are not static.
 

They become live, fillable documents.
 

Each form field:
 

  • Collects real customer data

  • Saves it to the system

  • Can later be injected into a PDF
     

When a form page is saved:

➡️ It automatically appears in Dynamic Content

This is the bridge between design and usage.
 


- How Page Builder Connects to Dynamic Content
 

This is the most important relationship.
 

What happens after you save a page?
 

  1. The page becomes available as a document type

  2. It appears in Dynamic Content → “Select a Document”

  3. Users create document instances for customers

  4. Data is filled (manually or by customers)

  5. That data stays live until PDF is generated
     

 Dynamic Content does not design documents
 Page Builder does not manage customers
 

They work together.
 


- How PDFs Are Actually Generated
 

When someone clicks “Generate PDF”:
 

  1. The system loads the page design from Page Builder

  2. All placeholders are replaced with real data

  3. Layout settings are applied (size, margins, language)

  4. The page is converted into a printable format

  5. A PDF file is created and stored

  6. The PDF appears back in Dynamic Content
     

➡️ Same design
➡️ Different customer
➡️ New PDF every time
 


- Page Copying & Reuse – A Major Business Advantage
 

The “Select page to copy” option allows teams to:
 

  • Clone an entire document

  • Keep layout, logic, and settings

  • Modify only what’s needed
     

This enables:
 

  • Rapid document creation

  • Brand consistency

  • Fewer mistakes

  • Faster onboarding of new teams
     


- Real-World Example Flow
 

Contract workflow:
 

  1. Contract template designed in Page Builder

  2. Saved with correct page name and PDF settings

  3. Appears in Dynamic Content

  4. Assigned to a customer

  5. Converted to PDF

  6. Sent for signing

  7. Signed document stored and tracked
     

Everything starts in the Page Builder.
 


- Final Truth (Very Important)
 

✔ The Page Builder is not optional
✔ It is the single source of document design
✔ Every PDF, form, quote, and signed file depends on it
✔ Settings define behavior, legality, and appearance
✔ Dynamic Content uses what Page Builder creates

 

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