Account snapshots
Map prospect, opportunity, or customer data into a reusable visual summary.
HTML/CSS API templates
Build proposal and account layouts once, keep branded assets and settings with the template, and render each variation from named CRM values.
<main class="report-card">
<h1>{{title}}</h1>
<img src="{{chart}}" />
</main>
{
"template_values": {
"title": "Quarterly results",
"chart": "https://..."
}
}Build your template
Both template types render by ID with named values.
Use cases
Map prospect, opportunity, or customer data into a reusable visual summary.
Generate images with recipient names, company details, relevant metrics, and proof points.
Keep pricing, timelines, comparisons, and next steps visually consistent.
Create branded progress and performance summaries from current account data.
HTML/CSS template API
Save the layout, assets, and image settings in a versioned template. Each image request sends the template ID and named values.
Create the template from complex HTML and CSS through the API.
Keep fonts, images, dimensions, browser options, and output settings with the design.
Release template changes deliberately while integrations continue rendering by stable ID.
Versioned templates
Send only the template ID and named values. The saved template provides the layout, assets, settings, and selected version.
Build detailed layouts without including the full document in every render request.
Keep fonts, images, viewport details, and output options with the template.
Publish an update under the same ID and choose which version to render.
HTML/CSS API templates
Keep complex HTML, CSS, assets, fonts, browser settings, and output options in a versioned template while requests send only the values that change.
API template workflows
See how different teams use stable template IDs, named values, and versioned layouts.
Back agent image tools with versioned HTML/CSS layouts, named values, and controlled rendering settings.
View workflowUse stable IDs and versioned HTML/CSS layouts while keeping assets and render settings out of application requests.
View workflowAutomate campaign variants with versioned HTML/CSS templates, named values, and reusable brand assets.
View workflowRender certificates, report cards, and course graphics from student data with versioned HTML/CSS templates.
View workflowBuild versioned financial report templates with reusable charts, disclosures, assets, and render settings.
View workflow