Goal
To educate users on how they can streamline the process of creating professional, automated PDFs for their disposal listings, saving time and improving the quality of client communication.
Why
Manually creating and formatting disposal documents can be time-consuming and prone to errors, leading to delays and inconsistent presentation. By leveraging automation to publish disposals into polished PDFs, users can ensure accuracy, maintain brand consistency, and focus their efforts on client interactions and deal-making, ultimately enhancing productivity and client satisfaction.
PDF Generation
To generate the auto PDF particulars for your property, you'll have access to various templates and customisable options to create your details.
Simply configure your preferences, then preview the PDF. If you're not satisfied with the result, you can go back and make updates.
Once you're happy with the content, publish it, and it will go live. The PDF will automatically stay in sync with any changes you make going forward.
Once you have published the PDF, a quick access link will be provided, allowing you to review the document to ensure everything appears as it should. This link also enables you to confirm that any live updates have been successfully applied, ensuring your information is accurate and up to date.
Updating the PDF
When adding new information to your Disposal or adjusting existing details, it’s essential to ensure the PDF reflects the newly saved updates. You can do this by clicking the "Update" button, which will apply all changes, provided the relevant options have been selected to pull through into your PDF.
Un-publishing the PDF
If you need to un-publish the PDF, simply click the "Unpublish" button. This will ensure the document is no longer accessible, allowing you to make changes or manage the content without the risk of outdated or incorrect information being shared.