Manual data entry and document creation waste time and resources. With our new Web Forms feature for PDF Generator API, you can easily collect information from customers or teams and generate professional documents instantly.
This powerful addition is designed to improve how your business handles data collection and document workflows, empowering you to automate processes, save time, and reduce manual effort, all without needing to write a single line of code.
The Power Trio: Web Forms, Data Collection, and Document Automation
Before diving into the specifics of our Web Forms, let’s briefly touch upon why this combination is so beneficial for any business:
- Effortless Data Collection: Web forms provide a user-friendly way to gather information. Instead of deciphering handwritten notes or sifting through emails, you get structured, digital data directly from the source.
- Reduced Errors: Manual data transfer is a common source of mistakes. Digital collection minimizes these errors, ensuring accuracy in your documents and downstream processes.
- Increased Efficiency: Automating the journey from data input to document output frees up valuable employee time, allowing them to focus on more strategic tasks. Staff can focus on higher-value tasks instead of repetitive administrative work.
- Consistency and Professionalism: Ensure all your documents have a consistent look and feel, reinforcing your brand identity and professionalism.
- Faster Turnaround Times: Accelerate processes like customer onboarding, quote generation, or internal approvals by generating necessary documents instantly.
Meet PDF Generator API Web Forms: Your New Automation Ally
Our Web Forms feature seamlessly integrates with the existing powerful template logic within the PDF Generator API. This means you can now create intuitive online forms that your customers, partners, or internal teams can fill out. The data submitted through these forms then automatically populates your pre-designed document templates, generating polished PDFs in an instant.
Key Features Designed for Business Users:
User-Friendly Form Creation
Building forms is straightforward. You can easily add various fields to collect precisely the information you need.
- Versatile Data Field Types: Web Forms support a comprehensive range of data inputs to cater to diverse needs:
- Text: For names, addresses, descriptions, and any free-form text.
- Number: For quantities, prices, ages, or any numerical data.
- Date: For capturing specific dates like submissions, births, or expirations.
- Select (Dropdown): For presenting a list of predefined options where only one can be chosen (e.g., a list of services, product types).
- Multi-Select: Allowing users to choose multiple options from a list (e.g., areas of interest, preferred contact methods).
- File Upload: Enabling users to securely attach relevant documents or images (e.g., identification for KYC, supporting documents for applications).
- Tabular Data (Tables): For collecting structured, itemized information like line items in an invoice, lists of attendees, or product specifications. This is incredibly powerful for documents that require detailed breakdowns.
Seamless Template Integration
Your existing PDF Generator API templates are the backbone. The Web Forms simply act as the data collection front-end, ensuring the collected information perfectly maps to your document placeholders.
Automate Further: Connecting Web Forms to Your Existing Systems
The true power of automation often lies in connecting different tools. Our Web Forms go beyond just generating a document; they can kickstart a whole chain of actions in your other business systems. This is made possible through a feature called a Callback URL. In simple terms, once a form is submitted and the document is generated, our system can automatically send the collected data and the document itself to another online service you use.
- How it Works: You can configure a specific web address (the Callback URL) and even custom instructions (headers) for this data transfer.
- Endless Possibilities: Imagine a customer fills out a Web Form to request a quote. The form data is used to generate the PDF quote. Then, using the callback:
- The quote and customer data are automatically added to your CRM (like Airtable or Salesforce).
- A notification is sent to your sales team via a platform like Slack.
- The quote PDF is automatically emailed to the customer using an automation tool, such as Make.com or n8n.io.
This means you can build sophisticated, end-to-end automated workflows without needing complex custom integrations. The PDF Generator API Web Forms handle the data collection and document creation, and then seamlessly pass the baton to your other favourite tools.
Real-World Use Cases: How Web Forms Can Transform Your Processes
Let’s explore a few scenarios where PDF Generator API Web Forms can bring significant value:
Automated KYC (Know Your Customer) Process
- The Challenge: Financial institutions, law firms, and numerous other businesses require the collection of identification and information from new customers. This often involves emailing forms, waiting for manual completion, and then manually transcribing data.
- The Web Forms Solution: Create a secure Web Form that new customers can fill out online, including uploading necessary identification documents. Upon submission, a standardized KYC PDF document is instantly generated. Using a callback, this document and the data can be sent directly to your compliance system or customer database, and a notification sent to the onboarding team. This speeds up onboarding, reduces errors, and improves the customer experience.
You can try out our example Web Form for KYC data collection here, which collects the data and produces a PDF document below.
Streamlined Invoice or Quote Generation
- The Challenge: Sales teams or project managers spend considerable time creating quotes or invoices. They might manually copy and paste customer details, product information, and pricing into a template, risking inconsistencies and errors.
- The Web Forms Solution: Design an internal Web Form where your team can quickly input customer details, select services or products (potentially with pre-filled prices from a dropdown or table), and add any specific notes. Once submitted, a professional, branded invoice or quote PDF is generated. A callback could then log this in your accounting software, update your CRM, and even email it directly to the client (if desired for quotes) or the finance department (for invoices)
Efficient Order Processing & Label Generation for E-commerce
- The Challenge: An e-commerce business takes orders through its website. While the order data exists, creating shipping labels, packing slips, or custom order confirmation documents might still involve manual steps or less flexible system defaults.
- The Web Forms Solution (Internal Use with Callback Focus): While the initial order might come from an e-commerce platform, you could use an internal Web Form for special handling or if the e-commerce platform’s output isn’t ideal. More powerfully, the e-commerce platform itself could use the PDF Generator API (via its integration) to generate documents. However, for a web form-specific use case with an external trigger, consider a scenario such as custom orders or B2Bbulk orders, where the initial request comes via email. An employee could then use an internal Web Form to input the order details, including customer information, product SKUs, quantities, and shipping address. Upon submission:
- A branded packing slip is generated.
- A shipping label PDF is created (if the template is designed to do so).
- A detailed order confirmation PDF is produced for internal records.
- Callback Integration: The callback URL could then send the order data and document links to:
- Your shipping software (like ShipStation, if it accepts data via a webhook).
- Your inventory management system needs to update stock levels.
- An internal dashboard or tool like Airtable or n8n.io to track the order fulfillment process.
These are just a few examples. The flexibility of Web Forms, combined with our robust PDF generation engine and callback capabilities, means you can adapt this solution to countless data collection and document automation challenges across your organization – from HR onboarding paperwork and event registrations to generating certificates and inspection reports.
Get Started with Smarter Document Workflows
The new Web Forms feature in PDF Generator API is more than just a new tool; it’s an opportunity to improve how your business operates fundamentally. By simplifying data collection, ensuring document accuracy, and enabling powerful automation with your existing systems, Web Forms empower you to focus on growth and strategic initiatives, rather than getting bogged down in manual processes.
Ready to transform your document workflows? Explore the Web Forms functionality within the PDF Generator API today and experience the future of automated document generation.
