Generate PDF
Create PDF documents from templates with dynamic data.
Configuration
| Field | Description |
|---|---|
| Template | PDF template to use |
| Data | Variables to inject into template |
Using the PDF
After generation:
pdf.url— Download link- Attach to emails with Send Email action
Use Cases
- Generate quotes and proposals
- Create invoices
- Build contracts
- Produce reports
- Issue certificates
Example
- SmartForm collects quote request
- API Call to get pricing
- Generate PDF with quote template
- Send Email with PDF attachment