NetSuite’s default forms are functional and forgettable — and they rarely show the custom fields your customers and vendors actually need. We design Advanced PDF/HTML templates that are on-brand, pixel-accurate, and wired to source live data from custom fields and saved searches.
The stock invoice gets the job done, but it doesn’t carry your branding, it can’t show that custom field your operations team relies on, and it breaks the moment you need a second layout for a different region or product line. Editing it through the basic layout tools only gets you so far.
Advanced PDF/HTML templates give you full control — but they’re built on a templating language (FreeMarker) and a rendering engine (BFO) that reward someone who has spent real time in them. That’s the part we handle.
Clean, branded invoices that reduce “what is this charge?” emails and get you paid faster.
Packing slips and pick tickets with barcodes and the exact fields your floor needs.
Proposal-grade quotes that pull pricing, terms and custom details automatically.
Account statements and reminder letters generated from live AR data.
Layouts that meet specific customer, industry or country requirements.
Tables and summaries on the document sourced directly from a saved search.
Most template work goes wrong in the data layer, not the design — a field that’s blank on some records, a currency that formats inconsistently, a saved search that times out on big transactions. We sweat those edge cases so the document is right every time, not just on the demo record.
Send us your current form and what’s missing from it — we’ll show you what’s possible.