Document Generation with PDF Export

Every business generates documents. Invoices for customers. Delivery notes for logistics. Contracts for partners. Reports for management. Certificates for compliance.

Most business systems either don't generate documents at all — leaving you to create them manually in a word processor — or generate documents that look generic and require manual editing to be usable.

Swifty generates professional documents from your data, without manual work.

Your Template, Your Brand

Document templates in Swifty are fully customizable. Add your logo, your colors, your typography. Define the layout — header, body, footer, page numbering. Structure the content to match how your documents are expected to look by your customers and partners.

Configure the template once. Every generated document follows it automatically.

Data from the Record

The content of a generated document comes from the record it's generated from. An invoice document pulls the customer name, address, line items, totals, tax calculations, and payment terms from the invoice record. There's no manual population — the data is already there.

Dynamic fields in the template reference fields from the record. Conditional sections appear or hide based on field values. Multi-language support means the document renders in the correct language for the customer.

One Click to PDF

From any record, generating a document is a single action. Click "Generate PDF." The document is created, attached to the record for future reference, and available to download or send immediately.

The generated PDF is high quality — consistent fonts, precise layout, correct formatting — ready to send without further editing.

Multiple Document Types per Object

An invoice record might generate multiple document types: a standard invoice, a proforma invoice, a payment reminder. Each uses a different template but pulls from the same underlying data.

Configure the templates that your business needs. Generate any of them from the same record.

The Standard It Sets

Professional document generation sets a standard for your business communications. Consistent documents build trust with customers and partners. They signal that you're organized, careful, and professional — not sending PDFs that look like spreadsheet exports.

That perception matters. First impressions are often a document.