Have you exported the Juiced add on called for Exact Form Plus? It lets you create a customized .docx format or .pdf format document and it has a slick interface.
Eventually, all my clients use it when they need a customer facing document which needs to look pretty or meet some exact formatting criteria. One example of that is a Bill or Lading, which needs to meet an industry standard, plus of course Quotes and Invoices which need to look professional.
There is a demo here.
https://www.quickbasetools.com/exact-forms-plusJuiced can help with the implementation or QSPs like myself implement EF+ setups regularly.
