This tool allows you to generate documents, contracts, offers, leaflets, personalized letters and more in PDF form at the click of a button.
Just create a template in our simple markdown language that is easy to use. Use the predefined fields from the customer database that were initially entered for each customer. Then click generate document and choose one of the templates and that's it.
If you are dealing with a larger number of clients who require documents to be prepared for signature, this is something for you. Especially when you work with your employees. You can make their work easier and keep the latest version of documents in their hands.
In addition, you store all generated files in the client's database and can track whether they have been signed.
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