PDF Document Generation
Generate professional branded PDFs from orders, quotes, POs, proforma invoices, and delivery notes, ready to download or email directly to customers and suppliers.
- Professional PDFs in one click
Orders, quotes, POs, proforma invoices, delivery notes: download a branded PDF instantly. No templates, no copy-paste, no formatting.
- Consistent branding, every time
Every PDF uses the same template (layout, fonts, formatting) regardless of who generates it. Your documents look the same whoever sends them.
- Email straight from the record
Enter recipient, subject, message: the PDF goes as an attachment and the send is logged on the activity feed. Full audit trail on every dispatch.
- Delivery notes hide the pricing
Delivery note PDFs strip out commercial information (quantities only) so warehouse staff and drivers don't see pricing they shouldn't.
What it does
Generates professional PDF documents from sales orders, quotes, purchase orders, proforma invoices, and delivery notes, ready to download or email directly to customers and suppliers. Each PDF includes the document number, date, recipient address, line items with quantities and pricing, and totals. Documents are generated on demand via the Flowork document service, using a consistent branded template across all document types.
What it replaces
Replaces manually creating quotes and order confirmations in Word or Excel, copying and pasting data from the system into a template, and attaching the file to an email. Without this, every document sent to a customer or supplier is a manual effort that's slow, inconsistent, and error-prone.
Who it's for
Every business that sends documents to customers or suppliers, which is virtually all of them. Particularly valuable for sales teams that send high volumes of quotes and order confirmations, purchasing teams that need to formalise orders to suppliers, and businesses where professional-looking paperwork matters for brand perception or compliance.
What problems it solves
- Creating customer-facing documents is slow and manual. Click "Download document" on any order, quote, or PO and get a professional PDF instantly: no copying data into templates, no formatting, no manual calculations.
- Documents look inconsistent across the team. Every PDF uses the same branded template with consistent layout, fonts, and formatting, regardless of who generates it.
- Sending documents requires multiple steps. PDFs can be emailed directly from the system: enter the recipient's email, add a subject and optional message, and the document is sent as an attachment with a full audit trail recording who sent what and when.
- No proforma invoice option. Sales orders can be exported as a proforma invoice (separate from the standard order confirmation), with tax details and a distinct document number, useful for international trade or advance payment requests.
- Delivery notes need pricing removed. Delivery note PDFs show quantities only with no pricing information, suitable for including in shipments where warehouse staff or drivers shouldn't see commercial details.