PDF Generator Pro
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Documentation

Docs

Everything you need to install, automate and extend the generator, in one place.

Getting startedInstall the app, confirm your brand, pick a template, and have your first document produced automatically.

Using the app

How documents get made once the app is installed.

  • Workflow actionA native workflow action in your CRM — no webhook, no third-party automation tool in the path.
  • StorageFinished PDFs on your own S3 bucket, served through signed URLs.
  • Batch jobsQueue many documents in one request and get a callback when the run finishes.

For developers

Generate documents from your own systems.

  • Merge fieldsTemplates pull live contact, opportunity, invoice and business data from your CRM.
  • REST APIGenerate documents from your own systems over HTTP, synchronously or in the background.
  • API keysEach workspace holds its own key pair for the REST API.
  • WebhooksMarketplace events, CRM triggers, and batch run callbacks.
PDF Generator Pro

A document generator that lives inside your CRM, for agencies that would rather not build one.

Product

  • Getting started
  • Workflow action
  • Batch jobs
  • Storage

Developers

  • REST API
  • Merge fields
  • API keys
  • Webhooks

Company

  • About
  • Changelog
  • Support
  • Status
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