Solutions for Sales

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.

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Explore use cases from other customers

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

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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.
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Thanks for your help, from a very happy customer!

I had this problem [Word Doc (on Dropbox) to PDF conversion] and you have responded swiftly and fixed it. I am so chuffed to get this part of my workflow working and really grateful for the extra credits (…the icing on the cake). Thanks for your help, from a very happy customer!

Allan W., Solutions Architect

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Finally found PDF.co and am very happy now!

I’ve been struggling with PDF documents [reading text from PDF documents and searching for a text inside], we use a lot of different ones, and it’s always been difficult to find one API and that can do everything we need at an affordable price. Well, I’ve just stumbled across PDF.co [PDF.co Document Parser and PDF text search], what a difference it’s made! I’m sure most of you know it, but if you don’t and you want to manipulate PDFs – check it out. I’m doing stuff automatically that I wasn’t able to do manually with Adobe Acrobat. I wish I’d found it earlier.

Howard L. J. (source: Facebook group)

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