Design it once, merge your CRM data, and let PDF Generator Pro produce the invoice, quote, or certificate on its own.
Across 14 sub-accounts
Sub-accounts generating
Certificates — spring cohort
Starter templates ready to edit
Documents per batch job
Ways to trigger a render
Page formats, portrait or landscape
Three steps between installing the app and sending your first document.
Add PDF Generator Pro from the app marketplace. It connects to your agency and sub-accounts through OAuth, then appears as a page inside the CRM you already use.
Choose a professionally designed template for the document you need. Your logo, colours, font, and footer text apply automatically — no HTML to write.
Fire it from a workflow action, call the REST API, or queue a batch of up to 500. Each render comes back as a signed download link you can email, store, or attach.
Built for the agency that sends the same paperwork a hundred times a week and wants it to look right every time.
Invoices, quotes, proposals, contracts, receipts, onboarding documents, and certificates — pick a professionally designed template instead of building one from scratch.
Pull contact, opportunity, invoice, business, and custom-field values straight into the layout. Dates, currency, and totals are formatted automatically.
Logo, primary and secondary colour, font, and footer text apply to every document you generate — set once, used everywhere.
Generate scannable codes from any merge field, so a ticket or certificate can be verified the moment it is printed.
A Generate PDF step sits alongside the other actions in your workflow builder. No webhook plumbing, no external automation tool.
Queue up to 500 documents in one run and get a callback when the job finishes. Useful for cohorts, statements, and renewals.
Keep finished files on your own Amazon S3 bucket. Downloads are served through signed URLs with an expiry you control.
Each workspace gets its own key and secret. Rotate them whenever a contractor leaves, without touching your templates.
Every document type ships with a professionally designed template. Pick one, and your brand kit — logo, colours, font, footer — applies automatically.
Invoice
Quote
Contract
Certificate
However your team works, the render request looks the same on the other side.
Drop the Generate PDF action into any automation and pick a template.
One POST with your merge data returns a signed download URL.
Queue up to 500 documents and receive a callback when they finish.
POST /api/v1/generate
{
"templateId": "tpl_invoice_a4",
"data": {
"contact": { "full_name": "Dana Reyes" },
"total": 1840.00
},
"expiresInDays": 30
}
→ 200 { "url": "https://…/inv-8842.pdf" }Billing runs through the app marketplace, so it lands on the invoice you already pay.
There is no tier to outgrow and no quota to run out of mid-campaign. A document that has to go out, goes out.
A document counts once it has been generated. Renders that fail are logged, not billed.
Install PDF Generator Pro in your CRM and generate your first document in a few minutes.
Add to your CRM