Welcome to this tutorial where we’ll show you how to create and automate your PDF templates using Freshworks integration. If you're tired of manually generating documents for your leads, customers, or deals inside Freshworks, you're in the right place. With this automation, you can instantly generate customized PDFs—like invoices, proposals, or agreements—directly from your CRM data. It's fast, accurate, and completely scalable. Whether you're in sales, customer service, or operations, this will streamline your documentation process. Let’s get started by building a reusable PDF template and automating the process using Freshworks data in just a few clicks.

1. What do I need before starting this integration?
You’ll need an active Freshworks CRM account and access to the PDF automation platform used in the tutorial (such as The PDF Maker or similar). Make sure you have your CRM fields and document template ready.

2. Can I use my own custom-designed template?
Yes! You can upload your own Google Doc or Word file as a template. Just make sure you’ve added placeholders (like {{name}}, {{email}}, etc.) where data from Freshworks will be inserted.

3. Is any coding required to set this up?
Nope. This is a 100% no-code solution. The entire setup can be done using a simple interface with drag-and-drop tools and mapping options.

4. What kind of PDFs can I generate from Freshworks?
You can generate contracts, proposals, invoices, onboarding forms, receipts, service agreements, and any other document that requires CRM data to be auto-filled.

And that’s it! You’ve just learned how to create a dynamic PDF template and fully automate it using your Freshworks CRM data. This workflow helps eliminate repetitive manual tasks, ensures document accuracy, and frees up your time for more meaningful work. Whether you're sending contracts to new leads or follow-up forms to existing customers, this setup keeps your team efficient and professional. If you found this helpful, don’t forget to like and subscribe for more automation tutorials. And if you have questions or need help with a custom setup, drop a comment—we’d love to help!