Documentation
Welcome to the DataToPDF documentation. Learn how to generate professional PDF documents from your CRM and database data.
Getting Started
New to the platform? Start here.
Core Features
| Guide | Description |
|---|---|
| Templates | Create and manage PDF templates |
| Merge Fields | Add dynamic data to your documents |
| Tables | Display related records in tables |
| Signatures | Add signature fields |
| Custom Fonts | Use your brand typography |
Integrations
Connect your data sources to generate PDFs with live data.
| Platform | Setup Guide | API Guide |
|---|---|---|
| Salesforce | Connect Salesforce | Salesforce API |
| HubSpot | Connect HubSpot | HubSpot API |
| Airtable | Connect Airtable | Airtable API |
| SQL Database | Connect SQL | — |
| Google Sheets | Connect Sheets | — |
Tools
| Guide | Description |
|---|---|
| Browser Extension | Generate PDFs directly from Salesforce and HubSpot |
| API Reference | Programmatic PDF generation |
Account & Team
| Guide | Description |
|---|---|
| Team Management | Invite members and manage roles |
| Subscription & Billing | Plans, payments, and limits |
| FAQ | Frequently asked questions |