Create PDF file: chatbot template for contracts and 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

1. Install the template
2. Define the questions: Set the order and required fields of the question dialog in the module.
3. Design the PDF template: Set up layout and placeholders for the PDF document.
4. Configure delivery and publish: Choose download or email delivery, test, then publish.