One of our customers offer 60+ training workshops. At the end of every workshop they used to copy&paste every attendee’s details to a Word doc template in order to create a personalized attendance certificate in PDF. Not anymore.

We’ve recently integrated with DocRaptor.

You can now create beautiful, high quality PDFs and Excel documents within Kotive, by adding a DocRaptor task to your taskflows.

It’s really easy to add the new DocRaptor task to your taskflows:

  1. add DocRaptor as a task,
  2. connect your DocRaptor account,
  3. copy&paste your HTML template that will be used to render the PDF/Excel document, and
  4. insert dynamic field tags to pull-in information from fields in earlier tasks.