How TalleFlow Turned Document Complexity into Simplicity with Unlayer

TalleFlow is a modern business management platform that brings client communication, project workflows, and documentation into one centralized hub. It includes a built-in professional community for referrals and real collaboration, connecting teams with trusted partners so work moves faster. The mission is to simplify operational complexity for client-serving businesses, so teams can focus on delivering value instead of managing paperwork.

Before Unlayer, TalleFlow needed a way to let users generate custom documents — invoices, contracts, and questionnaires — all personalized to each client. Building a document editor from scratch presented several hurdles:

• Implementing a drag-and-drop editor that felt intuitive.

• Managing dynamic content like merge tags for personalization.

• Supporting custom tools such as form fields and e-signature inputs.

• Maintaining export stability and hosting across AWS S3.

Their internal prototypes worked, but maintaining consistent quality, performance, and flexibility was a major time sink. They needed a robust, embeddable builder that could scale with their growing platform.

After evaluating multiple options, TalleFlow integrated Unlayer’s Document Builder using the createEditor() method from Unlayer’s JavaScript SDK. With deep customization and flexible APIs, TalleFlow leveraged:

• End-User Identification to allow developers to segregate data, save designs, and uploads between users.

• Custom Tools to build JotForm-like form builders with dynamic fields and custom APIs for data submission.

• Merge Tags (branded as Smart Fields) for personalized invoices and contracts using dynamic placeholders like {{client.name}}.

• Preloaded Templates via onReady + loadDesign, allowing users to start from branded JSON-based templates.

• AWS S3 Hosting with signed URLs for secure, on-demand document delivery.

Unlayer’s developer-friendly architecture allowed TalleFlow to control every layer — from embedding behavior to custom exports — while keeping the experience smooth for end-users.

Technical Wins

TalleFlow’s engineering team highlighted several technical breakthroughs:

1. Redirecting Form Submissions By overriding Unlayer’s default S3 behavior with the form action.url feature, they seamlessly routed form responses to their own APIs.

2. Building Custom Tools Using Unlayer’s Jot Form-like custom tool, TalleFlow built:

• Contact Forms

• Service packages and invoice line items

• Stripe “Pay Now” buttons

• E-signature fields

3. Error-Free Export and Preview Ensuring exporter files were accessible from the /public directory resolved preview issues, allowing for smooth exports and perfect rendering.

By integrating Unlayer, TalleFlow saved months of development time and avoided the complexity of maintaining a document editor in-house. Unlayer’s builder empowered TalleFlow to:

✅ Launch a fully white-labeled document creation experience.

✅ Offer clients rich customization with merge tags and dynamic data.

✅ Eliminate manual template management with preloaded JSON designs.

✅ Focus developer efforts on core platform growth instead of builder maintenance.

TalleFlow continues to expand its integration with Unlayer, exploring advanced automations, deeper merge tag personalization, and more custom tools for document workflows.