This guide covers PDFs generated by Zite apps. If you are editing a Fillout form, its PDF and response settings are separate.
Describe the document you need
Tell Zite:- What to create: A quote, invoice, report, or certificate.
- Which information to use: The record, fields, totals, and dates.
- How it should look: Your logo, headings, page layout, and footer.
- When to generate it: A button click or a step in a workflow.
Add a Download quote button to each approved quote. Include the customer name, line items, total, expiry date, and our logo. Keep the quote number in the filename.
Test the PDF
Generate an example and download it. Check long names, empty fields, totals, and page breaks. Try a record with several line items, not just the shortest example. To improve the layout, attach a screenshot of the result and explain what should change.Generated PDFs have a public file link. Anyone with that link can open the PDF, even if the app requires login. Consider what information the document contains before sharing it.
Start from an existing document
Upload a PDF to the chat and explain which parts should come from your records. Zite can recreate its layout for generated documents or use it as a reference for an online form.