Customising Flex Documents

Flex styles come with Sammy Pro, including your free trial and a Pro team plan.

Open an estimate, switch to Flex, and choose your document. Use Edit to type or ask Sammy to revise the writing. Use Preview to see the actual PDF, including its page breaks and applied style. The preview updates automatically after your changes save.

Give a document a new look#

1. Choose Customise style in the main button rail. Sammy’s chat switches to style instructions and the canvas shows your document’s preview. On a computer, the bar with the quote's title and Send Proposal steps aside while you style, so the style bar sits at the top.
2. In chat, describe the look you want, such as “use green headings, an elegant serif title and a clear table”, then choose the send arrow. Or, to match one of your proposals, tap its picture under Start from your proposal styles: This quote’s style is the style applied to this quote, and each Saved style is one you saved in the proposal designer. Sammy starts straight away, using anything you've typed as the request. This copies the proposal's look into a separate Flex style; the proposal and your document’s content stay unchanged.
3. You can leave and return while Sammy works.
4. Review the pages, then choose Apply to document (Apply on your phone).

You can also ask for visual changes in the document’s normal chat. Sammy opens the style chat and prepares a version for you to review.

Choose Cancel, or the X on the Customising style chip attached to the Flex view toggle, to stop styling without applying what you're reviewing. Your unsent request stays available while this composer remains open. A running generation continues; choose Stop generation if you want to stop it. Your previous style remains available if generation fails.

On your phone, the existing Sammy chat sheet opens when you start styling. Close the sheet to review the pages; you're still styling. The chip’s X stops styling.

Start a new style#

Choose New style at the top right of the chat to start again. Sammy clears the chat and your request and goes back to the Sammy default, so your proposal styles show again to start from. Nothing is deleted: the styles you made are still in the Style switcher under On this document. New style shows once the chat has messages or you've picked something other than the Sammy default.

Keep and reuse styles#

The Style switcher on the left of the main action rail includes Sammy style · Default, the versions On this document (each with a line saying where it came from) and your Saved styles, the ones you kept with Save style for any document. Picking a saved style copies it onto this document as a new version, so the same name can appear in both lists. Selecting one changes the preview and the starting point for your next request. It does not erase earlier versions or apply itself.

Changes always create a new version. To return to the default, select Sammy style · Default, review it, then choose Apply to document.

Save style gives a style a name so you can use it on other Flex documents. Each document keeps its own writing and an independent copy of the style.

Make bigger content changes#

You can ask for a complete table or section change in one request: “Move Risk to the last column and bold the High values”, for example.

Review the suggested changes before accepting them. Pending suggestions are excluded from exported documents.

If two people edit the same document at the same time, the last save wins, so agree who is editing before you both start.

Export and print#

PDF download and printing use the same document shown in Preview. Printing opens that PDF in your browser’s PDF viewer, where you can choose Print. Word export preserves editable content and basic formatting; decorative artwork, custom layouts and exact PDF pagination may not carry over.

The content editing view is designed for easy typing. Use Preview when checking the finished styling and page layout.