Creating PDF Documents
Documents let you generate PDF files from your site data—perfect for creating quote PDFs, invoices, or order confirmations after a form submission.
Documents use a streamlined version of the site builder, focused on creating printable layouts.
Creating a document
Navigate to the Documents tab in your dashboard. Create a new document and use the builder to design your PDF layout—add text, tables, images, and other elements just like building a site.
Adding dynamic content
To include data from your site (like form submissions), you'll need to reference values in your document text:
Select any text element in the document builder
In the properties panel, switch the text type from Text to Formula
Wrap your text in backticks and use curly braces for references:
`Quote total: ${QUOTE_TOTAL} for {CUSTOMER_NAME}`Reference any value from your site—form fields, calculated values, or data from previous steps.
Reference names in your document must exactly match the names used in your site. If you rename a reference in your site, update it in all documents that use it—mismatched names won't populate data.
A new "Dynamic Text" property type is coming soon, which won't require the backticks—just add references directly with curly braces.
Generating the PDF
To trigger PDF generation, add a button to your site or embed and configure its action:
Select the button and open the actions panel
Add the Generate PDF action
Choose which document to generate from the dropdown
When users click the button, ConvertSite generates the PDF with all referenced values filled in from the current session.
The Print action is different—it prints the current page or embed directly, without generating a separate document.
Example: Quote request workflow
A customer submits a quote request form with fields like CUSTOMER_NAME, SERVICE_TYPE, and QUOTE_TOTAL. On the confirmation page, add a "Download Quote" button with the Generate PDF action. The document pulls in {CUSTOMER_NAME}, {SERVICE_TYPE}, and {QUOTE_TOTAL} to create a branded quote PDF.