Dynamic PDFs: Make Every Interaction Smarter
Powerful, Intelligent, and Configurable PDFs Built Directly Into the Setuply Platform
From proposals and work authorizations to approvals and billing alignments, Setuply's Dynamic PDF functionality transforms standard documents into intelligent, interactive experiences that are fully embedded in your client management workflows.
Integrated, interactive, and impactful. Whether you're working on onboarding, handling a client case, delivering managed services, or aligning on scope changes, PDFs in Setuply are smart, dynamic tools that support:
- Field-level calculations with embedded formulas
- Automated population of known data
- Role-based visibility and access
- Seamless signature collection
- Built-in workflow triggers in tasks to meet just about any business scenario
It’s document management reimagined to be flexible, collaborative, and designed to drive momentum instead of bottlenecks.
How Dynamic PDFs Work in Setuply
Smart, Configurable Templates:
Transform pdf documents into custom templates within Setuply that include intelligent field types: dropdowns, numeric inputs, formulas, digital signatures, date pickers, and more. Setuply supports calculated fields that auto-update totals, percentages, and other values, making client approvals and internal validations faster and more accurate.
Formulas and Fields:
Dynamic PDFs now support field-level logic, from adding up additional licenses or hours to calculating surcharges, discounts, and multi-tiered costs. Whether it’s a contract amendment, order form, or authorization for extra work, your documents now do the math for you.
Integrated Signatures & Approvals:
Collect e-signatures directly within each PDF, with full audit trail and time stamping. Route forms for internal approval or external review, and automatically trigger next steps once signatures are in place.
Fully Embedded in the Platform:
Setuply PDF support is an intuitive, built-in part of the platform, there’s no need to switch tools or duplicate efforts. PDFs can be:
- Linked to projects or tasks
- Auto-triggered by CRM activity, cases, or workflows
- Shared with external users or circulated internally
- Reported on and tracked like any other object in Setuply
You can access and manage Dynamic PDFs from multiple places across the platform, including Project Management, Client Portals, Professional Services Automation, and Case Management.
Why Dynamic PDFs Matter
