Create appointment PDF and add to customer record
Create appointment PDF and add to customer record
Your booking form submissions leave meeting details scattered and create extra prep for project managers. It generates, files, and shares appointment PDFs so teams are ready before the meeting.
Overview
Stop losing time hunting booking details — generate a polished appointment PDF from each form submission and file it to the team folder automatically. Project managers get the brief and a logged link within minutes, so client prep happens before the meeting.