PDF Generation & Template Management
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Document Team
Categories
Document PDF
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Workflow Diagram
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Video Tutorial
Learn how to set up this workflow
Create professional PDF documents automatically using templates and dynamic data. Perfect for invoices, reports, certificates, and other business documents.
Key Features
- Template-based generation - Use predefined templates for consistent formatting
- Dynamic content - Insert data from databases and APIs
- Multiple formats - Support for various document types
- Batch generation - Create multiple documents at once
- Email integration - Automatically send generated PDFs
Requirements
- PDF generation library (Puppeteer, jsPDF, or similar)
- Template storage system
- Data source (database, API, or file)
Workflow Steps
- Receive data - Get data from various sources
- Select template - Choose appropriate template
- Generate PDF - Create PDF with dynamic content
- Quality check - Validate generated document
- Store or send - Save or distribute the PDF
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