Solutions for Sales

PDF.co data-driven solutions for sales help improve sales management processes by enabling complete digitization, by raw data being quickly processed, structured, searched, and exported.

Reduce costs and time when processing sales documents

Automate contracts and agreements

Increase efficiency using the automated creation of sales documents and automated calculations

Automatically extract, analyze and classify data

Automatically enhance sales processes with automated data extraction, classification, and analysis

Automate data extraction to enhance sales forecasts

Improve the accuracy of extracted data for your sales forecasts with automated data extraction

Find and remove sensitive data to ensure sales compliance

Run an automated sales compliance check and remove any sensitive data at no time

Analyze and extract data to identify risk levels in your deals

Automated data extraction will lower the risks during sales deals

Integrate quickly & easily with your apps

REST API helps integrate with your sales software much faster

How PDF.co Can Help in Sales

• Generate custom quotes from HTML or PDF template;
• Generate invoice from HTML or PDF template (templates support custom calculations for line items, sales tax, discount);
• Generate invoices with multiple line items splitting automatically into multiple pages;
• Generate personalized PDF sales presentations by merging cover, re-usable PDF content, adding personalized header and footer, adding page numbers, merging with up-to-date sales content;
• Generate personalized engagement letters from PDF or HTML templates;
• Add custom text, images, logo, and signatures to existing PDF or PDF templates;
• Automatically add signature from image or scan of a signature;
• Automatically send emails with documents attached;
• Generate PDF with customer/lead data from CRM.