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Frequently Asked Questions

Find answers to common questions about our PDF document generation platform.

General Questions

What is this platform?

Our platform is a document generation tool that creates professional PDFs by merging data from your CRM or database into customizable templates. Perfect for contracts, invoices, proposals, and any document that needs dynamic data.

What data sources are supported?

We support:

  • Salesforce - Full CRM integration with OAuth
  • HubSpot - CRM integration via API token or OAuth
  • SQL Databases - PostgreSQL, MySQL, SQL Server, SQLite
  • Google Sheets - Spreadsheet data via OAuth or API key

Do I need technical skills to use the platform?

No! The platform is designed for non-technical users. The visual template designer lets you create documents without any coding. However, we also provide an API for developers who want to integrate programmatically.

Is my data secure?

Yes. We take security seriously:

  • All connections use encrypted HTTPS
  • OAuth tokens and passwords are encrypted at rest
  • We don't store your CRM data permanently
  • PDF generation happens in real-time from live data
  • Payments processed via PCI-compliant Stripe

Templates

How many templates can I create?

It depends on your plan:

  • Free: 3 templates
  • Solo: Unlimited
  • Starter: 10 templates
  • Enterprise: Unlimited

Can I use my own PDF as a template?

Yes! You can upload an existing PDF and extract its content as editable fields:

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

This is the fastest way to convert existing documents into dynamic templates.

What happens when I extract fields from a PDF?

When you click Extract Fields, the system:

  • Analyzes all text content in the PDF
  • Detects tables and converts them to dynamic table elements
  • Preserves the original layout and positioning
  • Creates editable fields that you can modify and add merge field syntax to

Note: Images are not extracted as editable elements, and scanned PDFs (image-based) cannot be extracted.

Can templates have multiple pages?

Yes. Templates support multiple pages with:

  • Content spanning across pages
  • Headers and footers repeating on each page
  • Automatic page numbering ({{pageNumber}} of {{totalPages}})
  • Tables that automatically continue across pages

What happens if I delete a template?

Deleted templates cannot be recovered. However, any PDFs already generated from that template remain in your generation history.

Can I duplicate a template?

Yes. Use the "Duplicate" option in the template menu to create a copy that you can modify.

Merge Fields

What is a merge field?

A merge field is a placeholder that gets replaced with actual data when generating a PDF. They use double curly braces: {{FieldName}}.

Why isn't my merge field working?

Common issues:

  1. Spelling: Field names are case-sensitive
  2. Syntax: Ensure correct {{FieldName}} format
  3. Data source: Verify the field exists in your connected CRM
  4. Permissions: Check you have access to the field in your CRM

Can I access related records?

Yes! Use dot notation:

  • Parent records: {{Account.Name}}, {{Owner.Email}}
  • Child records (in tables): {{LineItems.ProductName}}

What if a field is empty?

Empty fields are replaced with blank values. The merge field is removed, but no placeholder text appears.

Tables

How do tables work?

Tables automatically expand based on your data. You define one template row with merge fields, and the system creates a row for each related record.

Why isn't my table showing multiple rows?

Check that:

  1. The relationship name is correct
  2. Related records exist in your CRM
  3. You're using child relationship fields (not parent lookups)
  4. Your CRM user has access to the related records

Do table headers repeat on new pages?

Yes, if you enable the "Repeat headers on new pages" option in table properties.

What's the maximum number of rows?

There's no hard limit, but very large tables (hundreds of rows) may impact performance. Consider if all that data is needed in one document.

Integrations

How do I connect Salesforce?

  1. Go to Settings → Integrations
  2. Click "Connect" next to Salesforce
  3. Log in to Salesforce and authorize access
  4. You'll be redirected back with a "Connected" status

Why did my Salesforce connection fail?

Common causes:

  • Salesforce credentials are incorrect
  • Your org doesn't allow OAuth connections
  • Your Salesforce profile restricts API access
  • Session expired (try reconnecting)

Can I connect multiple Salesforce orgs?

Currently, each team can connect one Salesforce org at a time. Disconnect and reconnect to switch orgs.

What HubSpot scopes are needed?

Your HubSpot private app needs:

  • crm.objects.contacts.read
  • crm.objects.companies.read
  • crm.objects.deals.read
  • crm.objects.line_items.read
  • files (for file uploads)

Is my database connection secure?

Yes. We recommend:

  • Using a read-only database user
  • Enabling SSL connections
  • Using strong passwords
  • Limiting table access to what's needed

Custom Fonts

What font formats are supported?

  • TrueType (.ttf)
  • OpenType (.otf)
  • Web Open Font Format (.woff)
  • Web Open Font Format 2 (.woff2)

What's the maximum font file size?

5MB per font file. Most fonts are well under this limit.

How many fonts can I upload?

Depends on your plan:

  • Free: 1 custom font
  • Solo: 3 custom fonts
  • Starter: 5 custom fonts
  • Enterprise: Unlimited

Do I need font licenses?

Yes. Ensure you have the appropriate license for:

  • Commercial use
  • PDF embedding/distribution
  • Server-side use

We recommend Google Fonts or other open-source fonts if you're unsure about licensing.

Team Management

How do I invite team members?

  1. Go to Settings → Team
  2. Click "Invite Member"
  3. Enter their email address
  4. Select their role (Admin or Member)
  5. Click "Send Invitation"

What are the different roles?

RoleCan Do
OwnerEverything, including billing
AdminManage templates, integrations, and members
MemberGenerate PDFs from existing templates only

How long do invitations last?

Invitations expire after 7 days. You can resend expired invitations.

Can I remove team members?

Yes. Owners and Admins can remove members from Settings → Team. Removed members immediately lose access.

API & Development

How do I get an API key?

  1. Go to Settings → API
  2. Click "Generate API Key"
  3. Copy and securely store the key

Is the API key shown again after creation?

For security, the full key is only shown once. Store it securely. You can regenerate if needed, but the old key will stop working.

What are the API rate limits?

PlanRequests/MinuteRequests/Day
Free10100
Solo30500
Starter602,000
EnterpriseCustomCustom

Can I use the API from client-side code?

No. Never expose your API key in browser/client-side code. Always make API calls from your server.

Subscription & Billing

Can I try the platform for free?

Yes! The Free plan lets you:

  • Create up to 3 templates
  • Use 1 custom font
  • Connect all integrations
  • Generate PDFs

No credit card required to start.

How do I upgrade my plan?

  1. Go to Settings → Subscription
  2. Click "Change Plan" or "Upgrade"
  3. Select your new plan
  4. Enter payment information
  5. Confirm

What happens when I upgrade?

  • Immediate access to new plan features
  • Prorated billing for the current period
  • New limits apply immediately

What happens when I downgrade?

  • Changes take effect at next billing cycle
  • Templates over the new limit become read-only
  • You can't create new templates until under the limit

Can I cancel anytime?

Yes. You can cancel from Settings → Subscription. You'll have access until the end of your current billing period.

Is there a refund policy?

We don't offer refunds for partial months. Contact support if you have concerns.

What payment methods are accepted?

  • Visa
  • Mastercard
  • American Express
  • Debit cards
  • Additional methods via Stripe (varies by region)

Troubleshooting

My PDF looks different than expected

Check:

  1. Font availability (use uploaded custom fonts)
  2. Element positioning in the designer
  3. Test with actual data (not just preview)
  4. Page margins and element spacing

PDF generation is slow

Possible causes:

  1. Large number of related records (big tables)
  2. Slow CRM response times
  3. Complex template with many elements
  4. Large embedded images

I can't see my CRM fields

Verify:

  1. Integration is connected (check Settings → Integrations)
  2. You have access to the object/fields in your CRM
  3. Field-level security allows access
  4. The object type is selected in your template

Merge fields show as {{FieldName}}

The field isn't being replaced. Check:

  1. Field name spelling and case
  2. Field exists in your data source
  3. The selected record has data in that field
  4. Integration is properly connected

I forgot my API key

You'll need to regenerate it:

  1. Go to Settings → API
  2. Click "Regenerate Key"
  3. Update all applications using the old key

Still Have Questions?

Contact Support

  • Email: [email protected]
  • Response time: Within 24 hours (faster for Starter and Enterprise plans)

Documentation

Browse our complete documentation:

Feature Requests

We love hearing from users! Send feature requests to [email protected].