Custom Document Templates

The PDF nobody standardized is still parseable

Purchase orders, customs declarations, delivery receipts, remittance advice - if your team keys it by hand today, Parseloom can learn the template.

Try a custom template View pricing

Upload 5 to 10 examples

Gather a handful of the document type - the more layout variation in your sample, the more robust the extracted template. PDFs, scans, and native digital files all work.

Click to label field zones

Draw a box around each field you want extracted - vendor name, document number, date, total, line items. Give it a label. Parseloom generalizes from your examples.

Parseloom handles new instances

Once your template is trained, every new document of that type gets extracted automatically. No re-labeling when the vendor sends a slightly different version.

Field Configuration

Every field type your ops team needs

Custom templates support the full range of structured data found in back-office documents. You label the zone, Parseloom learns the type.

Text fields (names, addresses, identifiers)
Date fields (any format, normalized on output)
Numeric totals and amounts
Line-item tables with variable row counts
Checkboxes and boolean presence fields
Signature presence detection
Template versioning when vendors update layouts

See quickstart guide

template: purchase_order_v2

fields:
  - name: vendor_name
    type: text
  - name: po_number
    type: identifier
  - name: issue_date
    type: date
  - name: line_items
    type: table
    columns: [desc, qty, unit_price]
  - name: total_amount
    type: currency
  - name: approved_checkbox
    type: boolean

Try a custom template on your document type

No commitment, no credit card. Upload your first document and label five fields in the free tier.