Build a relationship across databases
Each database is unique and has been built using custom fields, the records you keep, and referenced tables.
Created in the Manage database window, it is a relationship across databases. You can instruct this field to link and pull information contained in a separate database.
Learn more about the window.
Copy the template you’ve built in one table and paste it into another.
Creativity takes time and so does building the perfect template. Now you don’t have to worry about recreating the same template in different tables. You can simply copy the template you’ve built in one table and paste it into another.
Search through all of the table fields available to you in the designer.
In the template builder, you can use your custom table to generate fields into a live document. Couple that with referenced fields and now you have access to fields in other tables too! It’s exactly what makes Pitchly such a powerful tool.
Use the search bar to easily find the field you’re looking for.
This button allows you to select fields from the database (aka table) you're in as well as any reference fields from the table of reference.
Move back to the previous version of your template.
We’ve added undo and redo buttons. Everyone makes mistakes, now Pitchly’s made it easier to fix those minor errors. Use these buttons when you need to move back to the previous version of your template.
On-Brand, Real-Time Data-Infused Documents at Your Fingertips
Using Pitchly’s Documents app, you can generate branded documents on the fly with the most current data and digital assets. Built on the Pitchly platform to normalize and structure your business data.
Get better use of your company IP. Make strategic decisions, data-infused PowerPoint slides, marketing materials, reports, or any business function powered by your data.
In the template builder, you can use a custom table to generate fields into a live document. Couple that with referenced fields and now you have access to fields in other tables too! It’s exactly what makes Pitchly such a powerful tool.
Build a template or use one of ours to generate branded documents. Whether it’s marketing collateral, sales proposals, or HR documents, you can ensure your documents maintain brand standards and the most current, up-to-date information for export to Microsoft™ PowerPoint.
Create different variations of your content that populate based on the records in your database.
The conditional formatting feature allows increased control over what data is displayed on document and design assets when exported. The feature allows you to set default instructions accompanied by additional if/then conditional instructions. A common example of how this feature is used includes masking confidential elements of a record such as a client name, logo or transaction amount.
Users must be granted Design in order to access the template designer.
Users must be granted Design in order to access the template designer window and apply conditional formatting to templates.