LeadConnector EXTENSION
PDF Editor for Workflows
Generate personalized PDF Documents with an included Editor inside your Workflows Builder and save them in your CRM or send them to your contacts.
- Create Documents of all kinds
- Use Custom Field Data and Workflow Variables
- Design with HTML/CSS Templates
- Flexible Storage Options (as Custom Field or Media Library)
- Multiple Format Support
- No Coding Required
PDF Editor inside your Workflow-Builder
Transform your workflows with professional PDF documents. Create personalized invoices, contracts, certificates, and reports automatically—no design skills or coding required.
Easy Document Creation
Use familiar rich text editor (same as emails and SMS)- No HTML or coding knowledge required- Point-and-click formatting with bold, colors, lists, and styles
Dynamic Data Integration
Automatically insert contact names, emails, and addresses- Pull any custom field data from your CRM- Use workflow variables from previous steps
Multiple Format Support
International standards: A4, A3, A2, A1, A0- US business formats: Letter, Legal, Tabloid, Ledger
