Location: United States
Expert in PDF.co and business automation
Skills: PDF.co Web API
PDF.co Project Showcase
Property Management Company
The client provides property management services to over 20 homeowners associations in the Midwest. They were looking for automation that would quickly and efficiently combine a number of financial reports into one document to be sent each month to each of their clients.
We needed to collect up to 8 individual financial reports, sort them by client, create a custom cover page for each client, and then combine everything together into one document for sharing with the client.
The biggest challenges were filtering all the reports by the client and creating customized cover pages for specific clients who subscribed to additional access.
PDF.co is used for
I used PDF.co’s API and Zapier integration for filling and flattening a PDF form as well as combining all the reports into one PDF
Before my integration, my clients were spending upwards of 10 hours per month putting reports together and sending them to their clients. Now, that process is entirely automated!