The Generate PDF Wizard

The Generate PDF Wizard is our user-friendly UI that enables users to select templates, apply to source records, and produce beautiful PDFs with the click of a button.

The Generate PDF wizard is designed to be copied & placed wherever it is needed to support your unique use-case - a modal overlay that can be used on both standard forms and workspace (UI Builder) pages:

• PDF Wizard on Standard Forms

• PDF Wizard on Workspace (UI Builder) Forms