Generate PDFs with dynamic data automatically.
Stop wasting time on manual data entries. Receive and export data automatically.
Be in control
No matter where your processes begin or end, you can centralize them in Pipefy.
Use native integrations, or use Zapier or API to integrate with other essential tools.
Create automatically PDFs with all information you need
Have you ever thought about the amount of time you waste copying-and-pasting data to create documents? If the main structure of the text is the same, and all that changes is some specific parts (such as name, address or document numbers), a PDF generator is the perfect feature for you.
It is useful for: contracts, invoices, documents, reports and any other text you have to do repeatedly. With this feature, you can create a PDF template with dynamic content and generate new documents automatically.
PDF Template allows you to boost your productivity
Our PDF template allows you to create a document with dynamic content, that can be filled out with the information on your card. For example, if you add your client’s information in a card, a pre-modeled contract will be ready for download with all their data. You can add multiple templates, so you can choose which one to use in each situation. You can also use this feature along with others, such as the email template and public forms, to optimize your productivity to the maximum level.