Outcome
You will submit a clear template request and track it until your custom template is ready in your account.
Navigation path
Custom Templates
Access
Custom template builds are available to subscribers. Annual plans include one custom template build; other builds are quoted from $99 based on complexity.
On this page
Before you start
Data, sources, and access to prepare
- An active subscription
- Rights to use the brand assets and samples you send
- A clear idea of which documents the template is for
Prepare these details
- Pick one sample PDF closest to what you want
- Gather your logo, colors, and design references
- List the document and property types the design must support
- Remove confidential deal details that are not needed to show the design
Complete the task
- 1
Open Custom Templates
Main navigation > Custom Templates
Open the custom-template request page.
Expected result: New request shows your pricing, the form, and file limits. My requests lists earlier submissions.
If this step does not work
Check you are in the right workspace if earlier requests are missing.
- 2
Enter the request title
Custom Templates > Request title
Enter a descriptive project title.
Expected result: The title identifies the design.
If this step does not work
Use the company, package, or look rather than a generic title.
Submit a complete custom document template request with usable reference files, brand requirements, and review notes. - 3
Write the instructions
Custom Templates > Notes & instructions
Describe the look, sections, property types, and must-have behavior.
Expected result: The brief gives the designer clear direction.
If this step does not work
Say which example wins when references disagree.
- 4
Choose the sample PDF
Custom Templates > Sample template
Select the PDF closest to what you want.
Expected result: The file appears in the sample area and upload meter.
If this step does not work
Skip the sample and add more detail to your notes if you do not have one.
- 5
Add reference files
Custom Templates > Reference PDFs or images
Select the reference PDFs or images that show what you want.
Expected result: The files appear in the reference list.
If this step does not work
Remove files that repeat or contradict your sample.
- 6
Review live eligibility and limits
Custom Templates form
Read your pricing and file limits.
Expected result: The request fits within the displayed limits.
If this step does not work
Remove files if you are over the limit.
- 7
Submit the request
Custom Templates form
Select Submit request.
Expected result: Uploads finish, My requests opens, and your request is highlighted.
If this step does not work
Wait for an uncertain upload to finish before submitting again.
- 8
Track the request
Custom Templates > My requests
Find the highlighted request card.
Expected result: You see its current status and any follow-up.
If this step does not work
Refresh if the request has not appeared yet.
Check the submission confirmation for your custom-service request.
Pricing, timing, and request fields
What to expect
Annual plans include one custom template build. Additional builds are quoted per request, starting at $99 based on complexity. Typical turnaround is 5 to 10 days from your brief to a live template in your account, and you review drafts and request revisions before it is final.
Request title Required
A short name for the design project
- Format
- Plain text
- Units
- Not applicable
- Save behavior
- Saved with the request when Submit request and all uploads succeed.
- Downstream effect
- Identifies the project in confirmations and My requests.
Notes and instructions Recommended
Look, required sections, behavior, and constraints
- Format
- Plain text
- Units
- Characters
- Save behavior
- Saved with the request when Submit request succeeds.
- Downstream effect
- Cuts down on back-and-forth during design.
Sample PDF Optional
The closest existing document to match
- Format
- Units
- One file within the displayed size limit
- Save behavior
- Uploaded with the request and kept once submission is confirmed.
- Downstream effect
- Gives the designer the main layout and content reference.
Reference PDFs Optional
Additional layout or content examples
- Format
- Units
- Files within the displayed count and total-size limits
- Save behavior
- Uploaded with the request; the kept files appear after submission.
- Downstream effect
- Each PDF should show a distinct layout or content need.
Reference images Optional
Logos, swatches, inspiration, or brand assets
- Format
- Image files
- Units
- Files within the displayed count and total-size limits
- Save behavior
- Uploaded with the request; the kept files appear after submission.
- Downstream effect
- Supplies brand direction and assets for the design.
Request title
- Requirement
- Required
- What it means
- A short name for the design project
- Format
- Plain text
- Units
- Not applicable
- Save behavior
- Saved with the request when Submit request and all uploads succeed.
- Downstream effect
- Identifies the project in confirmations and My requests.
Notes and instructions
- Requirement
- Recommended
- What it means
- Look, required sections, behavior, and constraints
- Format
- Plain text
- Units
- Characters
- Save behavior
- Saved with the request when Submit request succeeds.
- Downstream effect
- Cuts down on back-and-forth during design.
Sample PDF
- Requirement
- Optional
- What it means
- The closest existing document to match
- Format
- Units
- One file within the displayed size limit
- Save behavior
- Uploaded with the request and kept once submission is confirmed.
- Downstream effect
- Gives the designer the main layout and content reference.
Reference PDFs
- Requirement
- Optional
- What it means
- Additional layout or content examples
- Format
- Units
- Files within the displayed count and total-size limits
- Save behavior
- Uploaded with the request; the kept files appear after submission.
- Downstream effect
- Each PDF should show a distinct layout or content need.
Reference images
- Requirement
- Optional
- What it means
- Logos, swatches, inspiration, or brand assets
- Format
- Image files
- Units
- Files within the displayed count and total-size limits
- Save behavior
- Uploaded with the request; the kept files appear after submission.
- Downstream effect
- Supplies brand direction and assets for the design.
Required means the field is needed to complete or support this workflow. Some screens allow a draft to save before every required item is complete. The steps and troubleshooting call out controls the product actively blocks.
Troubleshooting and next steps
Submit request is disabled.
Likely cause: The title may be missing, files may exceed a limit, or the account needs a subscription.
- Read the message on the form.
- Add a title.
- Remove files until you are within the limit.
The upload fails.
Likely cause: A file may be too large, unsupported, damaged, or interrupted.
- Check the file limits.
- Export a fresh copy.
- Retry with fewer files.
Final verification
- The title names the project
- Notes list the document and property types
- Reference files are relevant
- Uploads fit the limit
- The request appears in My requests
- No blocking warning, failed status, or unresolved validation message remains in the completed workflow.
Related tasks
Your next OM, done this afternoon
Turn your property facts, photos and financials into a polished, branded offering memorandum. Most brokers finish in 30 to 90 minutes.
No credit card required.