Create PDF file: chatbot template for contracts and documents
Description
Let your customers answer a few questions and create a PDF file right in the chat. Ideal for contracts or similar documents.
Highlights
Highlights
- Create PDF files with information from the chat
- Send the PDF to the customer via chat
- Ideal for contracts or similar documents
The template creates a PDF in chat from the answers given during the conversation: the agent asks a configured set of questions, the answers are inserted into a PDF template, for example a contract, confirmation or offer, and delivered at the end as a download or via email. Layout and fields of the PDF are adjustable, and additional data can be pulled in from connected sources such as a CRM or database.
Highlights
- Generate a PDF automatically from chat: Answers from the configured question dialog are inserted directly into the PDF document.
- Flexible delivery: Download right in chat or send via email, whichever fits your process.
- Enrichment from further sources: Additional data from a CRM or database completes the document, so customers do not have to enter it again.
Use cases (examples)
- Automatically create contracts and contract confirmations
- Generate personalised offers
- Complete applications, for example a retirement custody account application
- Send confirmation letters after a chat enquiry
- Issue individual reports or participation certificates
What is included in the template?
- Configurable question dialog for data capture
- PDF template with adjustable layout and placeholders
- Connection to a CRM or database for additional fields
- Delivery as a chat download or via email
- Can be combined with other templates, for example the retirement custody account application
Get started in under 5 minutes
- Install the template
- Define the questions: Set the order and required fields of the question dialog in the module.
- Design the PDF template: Set up layout and placeholders for the PDF document.
- Configure delivery and publish: Choose download or email delivery, test, then publish.
Frequently asked questions
Contracts, confirmations, offers and similar documents, for example applications such as a retirement custody account application.
From the answers given in the configured question dialog, optionally enriched with data from a CRM or database.
As a download right in chat or via email, depending on configuration.
Yes, layout and placeholders are configurable in the module.
Yes, the template can be combined with the retirement custody account application template.
Yes, both are adjustable in the module without coding.