Introduction
Managing client documents like invoices, agreements, and reports can be time-consuming if done manually. Automating PDF generation in your CRM Contact Workflow ensures seamless document creation, saving your team valuable time and effort.
With PDF Maker, you can automatically generate PDFs when a new contact is added, updated, or requires documentation. In this guide, we’ll show you how to integrate PDF Maker into your CRM Contact Workflow and simplify your document management process.
Step-by-Step Guide: Automating PDFs in CRM Contact Workflow
1. Create a New Workflow in CRM dashboard
2. Click on Add Action
3. Search for PDF Maker
4. Click on Generate PDF for Contact
5. Please Fill in the fields
6. Click on Please select a template and select the template you created on pdf maker dashboard for contact
7. Click on Save Action
8. Click on Save
9. Click on Test Workflow
10. Please select a Contact and trigger the workflow to test it out
11. Click on Run Test
12. After testing, Click on Execution Logs and see the logs of your workflow
13. The workflow is finished, so the pdf is generated.
14. Go to PDF maker dashboard and click on the options of the template that you selected while creating the contact action
15. Click on Run History
16. I have for you here the generated pdf.
Conclusion
Integrating PDF Maker into your CRM Contact Workflow allows you to automate document generation, ensuring accuracy and efficiency when handling client records. Whether you're generating invoices, agreements, or reports, this automation helps eliminate manual work, making your CRM more productive and organized.
Start using PDF Maker today and experience a faster, more efficient way to manage your CRM documents! 🚀