CraftMyPDF integration

PDF and image generation from templates you design, filled with data from your apps. Connect CraftMyPDF to OLODESK and use it in the apps and automations your business runs on.

Category
Files & documents

Popular ways to use CraftMyPDF

Start with one of these, or describe your own.

Documents from your templates

Quotes, letters and invoices are filled in from your records and saved to CraftMyPDF.

Uploads filed for you

Documents clients send land in the right CraftMyPDF folder, named your way.

Files beside the record

A client’s page lists their CraftMyPDF files, so nobody goes looking.

How to connect CraftMyPDF

  1. Request CraftMyPDF

    In your portal’s Integrations tab, press Request access next to CraftMyPDF. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.

  2. Connect your account

    Sign in to CraftMyPDF, or paste the access key from your account.

  3. Describe what you need

    OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your CraftMyPDF data in ChatGPT. AI on OLODESK

More files & documents apps

  • Google DriveFiles & documents

    Cloud storage for files and folders, with sharing and access from any device.

  • Google DocsFiles & documents

    Online documents for writing, editing and commenting together, saved to Google Drive.

  • DropboxFiles & documents

    Cloud file storage and sharing for teams, with folders, links and file requests.

  • PandaDocFiles & documents

    Proposals, quotes and contracts with templates, e-signatures and payment collection.

  • DocusignFiles & documents

    Electronic signatures for contracts, agreements and forms, with signing order and audit trail.

  • OneDriveFiles & documents

    Microsoft’s cloud storage for files and folders, with sharing and sync across devices.

CraftMyPDF integration FAQ

Do I need my own CraftMyPDF account?

Yes. You connect the CraftMyPDF account your business already uses.

Which plans include the CraftMyPDF integration?

Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.

Can I connect more than one CraftMyPDF account?

Yes. Connect as many as you need and choose which one each system uses.

Put CraftMyPDF to work

Start your Free trial, then request CraftMyPDF on Business Starter or Business Pro.