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Overview

Zite apps can generate PDFs directly from the data inside your app. That helps when a workflow needs a polished document that can be downloaded, emailed, signed, printed, archived, or attached to another system. PDF generation works especially well for business apps where a record already contains the information the document needs, such as customer details, project line items, totals, dates, terms, approvals, signatures, or status.
Example of a generated quote PDF

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Good-fit app ideas

PDFs are useful when your Zite app manages a real operational process and the output needs to leave the app as a formal document.
App typeExample PDFs
Construction operationsQuotes, contracts, change orders, site inspection reports, invoices
Field serviceWork orders, service reports, maintenance summaries, customer receipts
Client portalsProposals, statements of work, onboarding packs, monthly reports
Sales and implementationQuotes, order forms, implementation plans, handoff summaries
Logistics and inventoryDelivery notes, packing slips, incident reports, stock transfer forms
HR and trainingOffer letters, onboarding checklists, completion certificates, policy acknowledgements
Finance and approvalsPurchase orders, payment requests, expense summaries, approval packets

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Ask Zite to generate PDFs

When you build or update your app, describe the document you need, where the data should come from, and what should happen after it is generated. 
Create a contract workflow. Staff should be able to email a contract to a
client, the client should sign it from a secure page, and both parties should
be able to download the final signed PDF.

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Digitize an existing PDF

Original PDF converted into a digitized form
You can upload an existing PDF and ask Zite to digitize it into a form, then save submitted results to your database. This is helpful when you already have a quote template, contract, intake packet, inspection checklist, or report format that you want to turn into a data-driven app. Digitizing makes it easier for customers to complete documents online. They can fill out the form digitally instead of printing the PDF, writing on it by hand, scanning it, and emailing it back.

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FAQs

Not yet. Uploading an existing PDF, filling it in, and exporting it like for like is on the roadmap.
Take a screenshot of the generated PDF and include it in your prompt. Tell Zite what you want to improve, such as spacing, layout, branding, headings, or field placement.
Yes. Tell Zite when the PDF should be sent, who should receive it, and whether it should be attached to an email notification or made available as a download link.
Yes. Generated PDFs can use the records, fields, calculations, dates, totals, customer details, and status values already stored in your app or database.
Yes. Ask Zite to create a secure signing page where customers can review the document, sign it, and download the final signed PDF.

Related topics

Create an appPlan ModeZite DatabaseNotify with Email
Last modified on June 9, 2026