Streamline Document Creation with Automated PDF Generation
This tool instantly and effortlessly simplifies the process of creating professional documents, contracts, offers, leaflets, personalized letters, and more in PDF format.
How It Works:
1. Create Templates:
• Use our simple markdown language to design templates tailored to your needs.
• Include placeholders for predefined fields, such as customer names, addresses, and other details from your customer database.
2. Generate Documents:
• Select a template and click “Generate Document.”
• The system automatically fills in the customer-specific data, creating a ready-to-use file in seconds.
3. Store and Track:
• All generated files are securely stored in the client’s database for easy access.
• Track document status, including whether they’ve been sent, received, or signed.
Key Benefits:
• Save Time and Reduce Errors: Automate repetitive tasks and ensure accuracy in customer information.
• Simplify Team Collaboration: Employees can quickly generate up-to-date documents, making their work faster and easier.
• Centralized Document Management: Keep all files organized and accessible in the client’s database.
• Track Signatures: Monitor document progress to ensure timely responses from customers.
Who Is This Tool For?
• Businesses with High Document Volume: This is ideal for companies dealing with numerous clients who require personalized offers, contracts, or letters.
• Team Environments: Perfect for teams needing a streamlined and consistent document creation process.
• Customer-focused organizations: Enhance client relationships by delivering precise and timely documentation.
With this tool, you can automate and simplify document generation, ensuring professionalism and efficiency at every step. It’s the perfect solution for businesses looking to save time, reduce errors, and improve workflow.
First, you build a document template in our editor. In this form, you can use tags, the list of which we will give you. For example, Customer Name or Company Name. You put these tags where you need them. You save the template. You or your employees click "Generate document" and the system takes information from the client's database, additional fields from the generator and spits out a beautiful PDF document that can be sent
Editing and the so-called markdown language are used. Here is more about this language https://simplemde.com/markdown-guide
This is how the system will spit out the PDFA as a result of the generator's work
Yes, the employee can click on the button to generate the template. You only care about its relevance
Yes! Then, when generating a document, the system will ask you to enter these fields
Yes, just use the appropriate option and select this document
