Update customer reports without sending every small change to developers.
Reforgio helps SaaS teams manage report and document templates in a visual editor, while developers connect the data once through API.
Built for SaaS products that generate PDF reports, customer documents, invoices, certificates or operational exports.
Your SaaS report screen
Monthly work-time reportReforgio template editor
Columns, text, logo, layout
Generated PDF
Sent back to your app
Small report changes should not wait for a development sprint.
For many SaaS teams, customer-facing reports start simple. But as the customer base grows, every client wants something slightly different.
Too many small tickets
Column changes, labels, logos and layout tweaks keep landing in the development backlog.
Slow customer response
A simple report change can move through support, product, development, QA and deployment before the customer sees it.
Template chaos
Different customers often need different versions of the same report, making templates harder to maintain in code.
Developers lose focus
Engineering time gets pulled away from core product work and spent on repetitive document adjustments.
Move template changes out of the codebase.
Reforgio gives SaaS teams a visual place to create and manage document templates. Developers connect the application once through API. After that, product, support or customer-facing teams can make simple template changes without touching the SaaS codebase.
Before Reforgio
After Reforgio
When a document needs new data or new business logic, developers still provide that data. Reforgio focuses on making template, layout and document-variant changes easier.
How Reforgio works
Connect once through API
Developers generate an API key, connect Reforgio to the SaaS application and send structured data to selected templates.
Manage templates visually
Product, Support, Customer Success or Operations teams can edit layouts, tables, text, logos, formatting and template variants in a visual editor.
Generate documents inside your SaaS
The SaaS user clicks “Export PDF” or “Generate report”, and Reforgio returns a ready document based on the selected template and data.
Example use case: workforce management SaaS
A workforce management SaaS generates monthly work-time reports for restaurant and hotel customers.
Original report
Employee name, planned hours, worked hours, overtime, salary.
Customer request
One customer wants to hide the salary column and rename “overtime” to “extra hours”. Another customer wants the company logo and a different section order.
Without Reforgio
The change becomes a development task.
With Reforgio
Support or Product creates a customer-specific template variant, updates the columns and text, previews the report and saves the change.
Result
The customer gets the adjusted report faster, while developers stay focused on core product work.
Request
Template edit
Updated PDF
What non-technical teams can update
Developers are still needed when a report requires new data fields, new calculations or changes in business logic.
Built for SaaS products with document-heavy workflows
Reforgio is most useful when your SaaS generates many customer-facing documents, maintains multiple report variants or receives recurring requests for small document changes.
We are looking for a few SaaS teams to join a closed pilot.
We are currently validating Reforgio with a small group of SaaS companies. The goal is to test one real report or document workflow and check whether simple template changes can be moved away from the development queue.
Best fit: SaaS teams that already generate PDF reports or customer documents and regularly receive small template-change requests.
- 1Pick one existing report or document
- 2Connect it to Reforgio with our technical support
- 3Rebuild the template in the visual editor
- 4Test simple changes without deployment
- 5Decide whether the workflow saves time for your team
Frequently asked questions
Partly, but the bigger value is template management. Reforgio helps SaaS teams change customer-facing document templates without modifying code for every small update.
Have report changes stuck in your development backlog?
Let’s test whether Reforgio can move one real document workflow from code to a visual template editor.
Tell us about one report or document your customers frequently ask to change.