PDFMonkey
Documents & e-signing
Automatically generate PDFs from templates and structured data.
Overview
The Softr PDFMonkey integration lets your workflows generate polished PDF documents — invoices, contracts, certificates, reports — from a template and the data flowing through your app. Map form answers, database records, or the output of earlier steps into a template's placeholders, and get back a ready-to-send PDF.
In a typical Softr app, PDFMonkey turns raw records into documents your users can download or receive by email: an order becomes an invoice, a signed form becomes a certificate, a database record becomes a formatted report — all generated automatically as part of the workflow.
Available actions
- Generate documentRender a PDF from a PDFMonkey template using data mapped from forms, records, or earlier workflow steps.
Example use cases
Usecase
Description
- Invoices on demandGenerate an invoice PDF automatically when an order or booking is completed.
- Signed-form certificatesTurn a completed form submission into a certificate or confirmation document.
- Client reportsProduce a formatted report from database records for a client portal.
Key benefits
- No-code document generation: Build the template visually in PDFMonkey and fill it from Softr — no PDF libraries or scripts to maintain.
- Uses your own PDFMonkey account: Connect with your API key and use your own templates, styling, and plan.
- Ready to send: The generated PDF's download URL can be attached to a record, emailed, or displayed in your app immediately.
