While the Document Builder is already the standard for core documents like invoices and delivery notes, several other document types in PlentyONE—such as picklists, article labels, and address labels—are still generated using legacy logic. This fragmentation often requires you to maintain different workflows and design standards depending on the document type, leading to unnecessary administrative effort.
Consolidating the document workflow
Our primary goal is the complete migration of all remaining document types into the Document Builder. By bringing picklists and various labels into this modern environment, we ensure that every document in PlentyONE follows the same intuitive building-block principle. This transition means you will no longer have to switch between different settings; instead, you will find everything you need in one high-performance, centralised location.
Your benefits at a glance
- Full Integration: We are gradually moving all "legacy" documents, including picklists and labels, into the Document Builder.
- Unified Logic: Use the same drag-and-drop system for every template, significantly reducing the learning curve.
- Enhanced Data Access: Benefit from a significantly larger pool of variables now available for these migrated document types.
- Design Freedom: Enjoy greater flexibility in layout creation, including the ability to design and reuse components like headers and footers natively within the system.
This centralisation ensures a more stable infrastructure and a consistent brand appearance across your entire operation. As we migrate these types, we recommend reviewing your existing legacy templates to prepare for the switch to the modern building-block system. This update is part of our ongoing commitment to streamlining your daily business processes.