Customizing the One Pager Templates

Last updated March 2026

The One-pager export feature allows you to generate a clear, customizable summary of a company or project directly from Bloomflow — ready to share with internal stakeholders or external partners.

You can export this one-pager in two formats:

• PowerPoint (.pptx) — perfect for visual presentations.
• Word (.docx) — ideal for editable reports, printable formats, or formal documentation.

The One-pager summarizes key information about a company or a project in a branded, structured layout defined by your organization’s templates. The content and layout are fully configurable by Platform Admins.

To see how to download one Pagers, see our article about our different types of exports. 

How to customize the PPTX template? 

One Pager templates are highly flexible and can be assigned at different levels of your platform hierarchy:

• By Portfolio: Apply a single template to an entire tab (e.g., all Partners or all Projects).

• By Typology: Create specific templates tailored to a particular category, such as "Startups" versus "Corporate Partners".

The Customization Process:

1. Download or Create: You can download an existing platform template to use as a base and edit it, or simply create a new presentation from scratch in PowerPoint.

2. Branding & Style: There are no restrictions on design; use your organization’s specific colors, fonts, logos, and slide layouts.

3. Upload: Once your design is ready and the fields are mapped, upload the file to the dedicated One Pager section in the Admin panel to enable it for your users.

PPTX One Pager Template Example:

DOCX One Pager Template Example:

Retrieving platform information 

To pull real-time data from Bloomflow into your document, the One Pager uses a specific type of formatting (placeholders) identified in the One Pager Dictionary. All field entries in the One Pager should be formatted as {d.field_name}

Standard Fields

These are native fields that exist across the platform, such as the Partner Name or Creation Date.

Format example: {d.name} or {d.createdAt:formatD(L)}

Native detail fields are formatted as the following: {d.details.description} or {d.details.business_opportunity}

Custom Fields

Any unique properties you have created in your blueprints can be retrieved. These must match the technical ID. You can request the IDs of your specific custom fields by contacting the Care team ([e-mail]).

Format example: {d.details.custom_my_custom_name}.

Table Fields

When you need to display a list of items—such as a list of "Internal Contacts" or "Associated Projects"—you can use table formatting. The platform will automatically detect the table row containing the field tags and duplicate it for every item found in the platform. 

Format example: 

{d.tags[i].label}

{d.tags[i+1].label}

or 

{d.leads[i].username}	{d.leads[i].userGroups}
{d.leads[i+1].username}	{d.leads[i].userGroups}

Conditional Formatting

To implement advanced logic in your One Pager templates, you can use formatters—special commands within the field placeholder that manipulate how platform data is displayed. This is particularly useful for handling lists, specific formatting, and conditional visibility.

Listing Fields

If a grid/table doesn't fit your design, you can use a "Listing" format. This allows the data to flow as a horizontal list, maintaining your branding while dynamically expanding based on the amount of information available: you can use the arrayMap instruction to turn that list into a clean, comma-separated sentence.

Format example: {d.labels:arrayMap(', ', '', 'label')} or {d.tags:arrayMap(', ', '', 'label')}

Filtering your results

In Bloomflow, Tags are one of the most common ways to organize your ecosystem. Because a partner or project can have many tags across different categories (e.g., "Technology," "Maturity," or "Region"), you need a way to tell the One Pager exactly which group of tags to display. 

Format example: {d.tagsByCatSlug.tag-category:arrayMap(', ', '', 'label')}