Gravity Flow - PDF Generator Extension

This extension adds PDF creation steps to Gravity Flow workflows, so documents can be generated as an item moves through a process. Administrators can place PDF creation at different points, including within multi-step approval workflows. This suits teams that need workflow entries turned into shareable documents or records without preparing each file manually.

Templates use an interface similar to Gravity Flow notifications, with merge tags to insert form and workflow data into the PDF. This lets administrators tailor document content to each submission or workflow item. Use the generated PDFs for invoices, contracts, reports, approval documents, status reports, or record-keeping.

Features

• Workflow PDF steps: Add PDF creation at any step in a Gravity Flow workflow to generate documents as an item moves through the process.
• Notification-style templates: Configure PDF templates with an interface similar to notifications, giving administrators a familiar way to set document content.
• Merge form data: Use merge tags to pull form and workflow data into PDFs, tailoring each document to its submission or workflow item.
• Multi-step approvals: Generate PDFs at multiple points in an approval workflow for documents such as approval records, status reports, or other process outputs.
• Custom document content: Adjust template content to suit business document needs, including invoices, contracts, reports, and approval documents.
• Automated document creation: Create PDFs as part of the workflow process, reducing the need to prepare each document manually.

Best for

• Gravity Flow administrators
• Teams with multi-step approval workflows
• Organizations generating workflow documents