Your brand and your own client report design built into LeaseUp’s digital platform
✨ Article summary: LeaseUp introduces custom PDF templates to its platform, allowing users to create highly customized and branded client reports like surveys and tour books directly from their deal data. This new feature, developed in collaboration with top CRE firms, enables seamless and professional document generation, enhancing both the aesthetic quality and efficiency of client deliverables.
Over the last few months, LeaseUp has been working on a major improvement to our PDF Designer, which lets users take the deal data they’re working with on our platform and instantly export a client report like a survey or tour book.
Today we’re excited to introduce custom PDF templates, which enable a far higher level of customization and more robust designs in the client deliverables that teams can generate on our platform.
Developed in response to feedback from major CRE shops using the platform, these templates offer a seamless solution for creating polished, on-brand documents. We've already partnered with top firms like Savills, CBRE, JLL, and Transwestern to bring their designs to LeaseUp's platform. Now, we're rolling this feature out to a wider audience.
With custom PDF templates, you get the best of both worlds: the speed and flexibility of LeaseUp's digital platform, combined with the ability to create branded PDFs that precisely match the design of the client reports you’re using today. While the PDF Designer includes numerous customization options, custom templates let you generate customized PDFs that align perfectly with your brand's look and feel — without needing to manually build tables or maps from your deal data, or involving multiple departments in the creation of a survey or tour book.
Creating a custom template on LeaseUp is a collaborative process. You submit your design, we review it, and then we work closely with your team to implement it into LeaseUp's PDF Designer.
Once implemented, your custom template will be readily accessible whenever you need to create market surveys or tour books. Our CRE deal platform lets you work with your deal data flexibly, and generate digital surveys in minutes. Custom templates take that power and turn it into aesthetically pleasing client reports that help speed up the decision-making process for every deal.
Learn more about custom PDF templates and submit a design to get started.
