Professional PDF Documents

Business documents need to look professional. An invoice with incorrect formatting or inconsistent branding reflects on the business. A contract that doesn't render cleanly is frustrating to read. A delivery note that's hard to scan delays the receiving process.

PDF generation in Swifty produces professional documents from records — automatically, on demand, with your branding applied.

Templates Define the Document

Each document type is defined by a template. The template specifies: the layout, which fields from the record appear where, how they're formatted, what the header and footer contain, where the company logo appears, what fonts are used.

Creating a template is a configuration task, not a design-from-scratch exercise. The platform provides a template editor where you map record fields to document positions and configure the visual structure.

From Record to PDF in One Click

With a template configured, generating the document is a single action from the record detail page. Click "Generate PDF," and the platform renders the record's data into the template and produces a PDF file.

The PDF is available to download immediately, attached to the record in the activity history, and optionally sent by email in a single workflow step.

Consistent Branding

Templates support full branding: your logo, your colors, your fonts, your preferred document structure. Every generated document looks like it came from your business — not from a generic document generator.

Changes to the template propagate to all future document generations. If you update your logo or adjust your header layout, the next PDF generated from any record uses the new template immediately.

Line Items and Calculations

Document templates support structured data: repeating sections for line items, calculated totals, conditional blocks that appear only when certain conditions are met (a discount section that appears only when a discount is applied, a payment terms block that adjusts based on the payment method).

Invoice templates specifically support line item tables with quantity, unit price, tax rate, and line total — rendered as a properly formatted table in the PDF, with summary totals at the bottom.

Multi-Language Support

Templates can be configured to render in the language of the record or the language of the recipient. An invoice sent to a French customer renders field labels and standard text in French; the same template used for a German customer renders in German.

The language configuration is part of the template definition, not a separate step in the generation process.