PDFMonkey: work management features and setup

Overview

It suits generating recurring reports and documents with the same structure when data comes from another system. Separate the template structure from the generation data so an editor can change the design without changing the data source. Before using it in production, check page breaks and fields containing long text.

Features

• Managing document templates
• Generating PDFs through a REST API
• Previewing designs and checking output

Business uses

• Creating an order summary from a data file
• Generating a periodic activity report for a client

Getting started

• Create a small template with a heading and a table
• Send sample JSON and check the output
• Check short and long reports and save the file to the planned destination

What to check

• Check Hebrew, fonts, and pagination calculations in a long document
• Check generation quotas and wait times before connecting to a workflow with a waiting client