Welcome

Welcome to the Canvas template reference document!

Introduction

This template is built by AirDev, a leading Bubble development firm and is based on AirDev's experience through hundreds of client engagements with clients that range from startups to large enterprises. It includes basic functionality required by most CRM tools - ability to invite users with varying permissions, create and manage accounts, contacts, and deals, view analytics, and more.

The template is fully extendable through the Canvas Portal, which allows quickly adding fully-responsive pages to the application as well as connecting with AirDev's network of Bubble experts who are trained in the Canvas methodology and who can help change or add features in your application.

This document serves as a reference for the template. It is complemented by our Bubble Development Guide, which talks about best practices when it comes to Bubble development.

AirDev Canvas Walkthrough

How to quickly test the app

1. Log in using one of the existing admin accounts (or create a new one through the Bubble editor)

2. Visit the portal page and add a new deal from the “Deals” tab
3. During the deal creation process, click to add a new account

4. After creating your deal, click on the deal’s name to view its details

5. Navigate to the “Notes” tab and create a new note with an attachment

6. Explore your personal dashboard, where you can manage account information and credentials