Platform
PDF generation: quotes, proposals and reports built from live data
A PDF is how a quote or a report leaves your business, so it should be produced by the system that holds the data rather than pasted into a Word template by hand. GoGee builds documents server-side from the live record.
GoGee feature series · 31 of 33
How it's actually built
- Generation
- Server-side, from the live database record
- Branding
- Embedded logo and brand palette
- Company details
- Contact details and locations drawn from shared constants
- Document types
- Quotes and proposals, and reporting exports
- Consistency
- One generator, so every document matches
- Delivery
- Downloadable from the record it belongs to
- 01Input
Generation
Server-side, from the live database record
- 02Deterministic
Branding
Embedded logo and brand palette
- 03Deterministic
Company details
Contact details and locations drawn from shared constants
- 04Deterministic
Document types
Quotes and proposals, and reporting exports
- 05Output
Consistency
One generator, so every document matches
PDF generator, data flow, generated from the shared GoGee feature diagram template.
Built from the record, not from a copy of it
The document is rendered at the moment it is requested, from the current state of the quote, proposal or report. There is no second version of the numbers living in a template, which is the usual source of a document that disagrees with the system.
- Line items, totals, VAT and terms come from the same data the site shows
- Regenerating after an edit produces a correct document immediately
- Branding is embedded, so nothing depends on a font being installed locally
Consistent and branded
Logo, colour palette, contact details and location information come from shared constants, so every document that leaves the platform looks like it came from the same company, including the quote PDFs sent to prospective clients.
Questions we get asked
Are PDFs generated in the browser?
No, they are produced server-side from the live record.
Will a PDF match the on-screen quote?
Yes, both read the same data, so a regenerated document reflects the latest edits.
Can documents carry our branding?
Yes. Logo, palette and company details are embedded from shared constants.
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