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Pdf Writer

Pdf Writer creates a PDF from a text, usually one written by an agent. It keeps the basic formatting of the text: headings, lists, bold text, tables and images given by their web address appear in the PDF with their format.

The PDF comes out as a file you can pass to another component to send or save it.

When to use it

  • Sending a customer a quote or a report as a PDF.
  • Producing a certificate or a service summary when a process finishes.
  • Creating one PDF for each customer on a list, all at once.

Configuration

FieldWhat it does
File Content (required)The content of the PDF. Connect the text that makes it up, for example an agent’s answer.
File NameThe file name, for example quote-march.pdf. Leave it empty to get an automatic name.
CSS Style (required)The look of the document: font, margins, width and colours, written in CSS, the style language of web pages. It comes with a simple, readable style; change it only if you want a different design.

Batch processing

With the Batch Mode switch on, the component runs once for each item of the list you connect to Batch Input and returns all the results together as a list. Parallel Executions sets how many items are processed at the same time (1 to 5). Skip if Empty Batch Input skips the component when the list arrives empty, and Skip Branch if Empty Output stops the following components when the result is empty. More in Key concepts.

Output

File returns the PDF as a file. Connect it to a component that sends or saves files, such as the Attachment input of Telegram Message.

Example

A renovation company sends quotes as PDFs:

  1. An agent writes the quote with a title, a table of items and the terms.
  2. Its answer is connected to File Content in Pdf Writer, with File Name kitchen-renovation-quote.pdf.
  3. The PDF is sent to the customer as an attachment.

Good practices

  • Include the .pdf extension in File Name so the file opens without problems.
  • Ask the agent to structure the text with headings, lists and tables: the PDF comes out clearer.