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pdf documents export automation

PDF Merging

Swifty Team Sep 10, 2025 2 min read

Generating a single document is useful. But many business workflows require delivering a package of documents — and assembling that package by hand is slow, error-prone, and tedious.

PDF merging is now a built-in capability in Swifty.

Combining Documents

Any combination of generated documents and uploaded attachments can be merged into a single PDF. The merge order is configurable — define which document appears first, which attachments follow, and whether to include a cover page.

The output is a single file, ready to send.

Common Use Cases

Invoice packages. Combine the invoice itself with a delivery receipt, a purchase order, and any relevant attachments. The recipient gets one document instead of four separate files.

Proposal packages. Merge a proposal document with pricing tables, case studies, and terms — all in a consistent, branded PDF.

Compliance documentation. Combine a completed form, supporting evidence, and a certification into a single submission package.

End-of-period reports. Merge individual reports into a consolidated view for leadership review or client delivery.

Workflow Integration

PDF merging can be triggered from a workflow action — when a record reaches a certain status, the merge happens automatically and the result is attached to the record or sent via email.

No manual steps, no "export each file, open Acrobat, combine, export again." The merge runs as part of the process.

Consistent Output

Merged documents inherit the same header, footer, and page numbering scheme as your other generated documents, so the merged file looks like a unified package rather than a collection of separate documents stapled together.

Document delivery is a significant part of business operations. Making it easier and more reliable is a concrete improvement to how your team closes workflows.

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