Auto-PDF was designed to automate PDF generation by integrating easily with existing platforms. Simply upload a PDF template and use Saleforce, Quickbase, Zapier, or your own custom tool to send data to Auto-PDF servers.
1. Create a Template
Use an existing PDF form or create your own
Create a PDF form from existing Word, PDF, or other types of documents
Check out this link for more detailed instructions.
2. Upload your template to Auto-PDF
Click New Template
Choose a name for the template and an email address where the completed form will be sent
Click Upload, choose your file, and then click upload
Merging your documents
3. Send us your data and an email will be sent with your filled out PDF!
Check out our documentation to see instructions on how to connect your system to send us data
Need help? Contact [email protected]
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