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Getting Started

Welcome to our PDF document generation platform! This guide will help you get up and running quickly.

What is This Platform?

Our platform allows you to create professional PDF documents by merging data from your CRM (Salesforce, HubSpot), databases (SQL), or spreadsheets (Google Sheets) into customizable templates. Perfect for generating:

  • Contracts and agreements
  • Invoices and quotes
  • Reports and proposals
  • Certificates and letters
  • Any document that needs dynamic data

Quick Start Guide

Step 1: Create Your Account

  1. Visit the signup page and enter your email address
  2. Create a secure password (minimum 8 characters)
  3. Verify your email address
  4. You're ready to go!

Step 2: Connect Your Data Source

Before creating templates, connect the system where your data lives:

  1. Go to Settings → Integrations
  2. Choose your data source:
    • Salesforce - Connect via OAuth
    • HubSpot - Connect via API token or OAuth
    • SQL Database - Enter your connection credentials
    • Google Sheets - Connect via OAuth or API key
  3. Follow the authorization prompts
  4. Once connected, you'll see a green "Connected" status

Step 3: Create Your First Template

  1. Click New Template from the dashboard
  2. Enter a name and optional description
  3. Select your connected data source
  4. Choose the object type (e.g., Account, Contact, Deal)
  5. Click Continue to open the template designer

Step 4: Design Your Template

In the template designer, you have two ways to create your template:

Option A: Upload and Extract from an Existing PDF

  1. Click Upload PDF and select your existing document
  2. Click Extract Fields to analyze the PDF content
  3. The system converts text and tables into editable fields
  4. Edit the extracted fields and add merge field placeholders like {{FieldName}}

Option B: Build from Scratch

  1. Add text fields manually to your canvas
  2. Insert merge fields using {{FieldName}} syntax
  3. Add tables for related records
  4. Position and style elements as needed

Available Elements

  • Text fields: Static text or dynamic merge fields
  • Tables: Display related records in table format
  • Signatures: Place signature anchor points
  • Images: Add logos and graphics
  • QR Codes / Barcodes: Generate dynamic codes
  • Custom fonts: Use your brand typography

Step 5: Generate Your First PDF

  1. Save your template
  2. Click Generate PDF
  3. Select a record from your data source
  4. Click Generate
  5. Download or upload directly to your CRM

Understanding the Interface

Dashboard

Your dashboard displays:

  • Templates: All your PDF templates
  • Recent Activity: Recently generated PDFs
  • Quick Actions: Create new template, generate PDF

Navigation

  • Templates: Manage all your templates
  • Settings: Configure integrations, fonts, API keys, and team
  • Subscription: Manage your plan and billing

Template Designer

The template designer is your workspace for creating documents:

  • Left Panel: Available fields and elements
  • Canvas: Your document preview
  • Right Panel: Element properties and styling
  • Toolbar: Save, preview, and export options

Key Concepts

Merge Fields

Merge fields are placeholders that get replaced with actual data when generating a PDF. They use double curly braces:

{{FirstName}} {{LastName}}
{{Company}}
{{Email}}

Related Fields

Access data from related records using dot notation:

{{Account.Name}}
{{Contact.Email}}
{{Owner.Name}}

Tables

Display multiple related records in a table format:

ProductQuantityPrice
{{LineItems.ProductName}}{{LineItems.Quantity}}{{LineItems.Price}}

Next Steps

Now that you understand the basics, explore these guides:

Need Help?

  • Documentation: You're in the right place!
  • Support: Contact our support team
  • FAQ: Check our frequently asked questions

Happy document generating!