> This page is for Glide Classic. > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://www.glideapps.com/docs/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://www.glideapps.com/docs/_mcp/server. # PDFMonkey > Transform your raw data into personalized and visually appealing PDFs automatically. #### PDFMonkey Video [PDFMonkey](https://www.pdfmonkey.io/) is a platform that allows you to generate PDF files dynamically using templates and data. With the PDF Monkey integration, you can generate PDF documents using data from your Glide app. > **Don't see the PDFMonkey integration?** > > You may need to upgrade your plan. [Browse Glide's plans and find the right fit for you.](https://www.glideapps.com/pricing) ## Adding and Configuring the Action #### Adding PDFMonkey Arcade In **Glide**, click the **Settings** menu. Find the [Integrations](/docs/automation/integrations) section and then select [PDFMonkey](https://www.pdfmonkey.io/). Click the **Add to app** button. Finally, add your API key to start using the PDFMonkey integration. ## Features ### Generate PDF file The **Generate PDF file** action allows you to create a PDF document using a template from PDFMonkey and data from your Glide app. #### PDF Monkey Generate PDF Arcade To make a PDF, you just need to give your PDFMonkey `Template ID` and desired `Filename`. If you want to put information from Glide into your PDF, you can switch out placeholders in the template with `+Add value` . Once the PDF is created, a link to it will be saved in the field you specify for `File output`. The action can be added to a [Component](/docs/essentials/components) that supports Actions (e.g., a [Button component](/docs/essentials/components/button)), added to a workflow in the [Workflow Editor](/docs/getting-started/introduction-to-workflows#the-workflow-editor), or after a [Form](/docs/use-cases/forms) is submitted. ## Use Cases Integrating PDFMonkey with Glide offers a seamless way to generate PDF documents using PDF Monkey templates and data from your Glide app. Here are a few examples of how businesses are using this integration: 1. **Order Summaries:** Create concise PDF summaries of order details for efficient record-keeping whenever a customer places an order. 2. **Service Agreements:** Allow customers to review your terms and conditions, and upon their signature using Glide's [Signature](/docs/essentials/components/signature) component, instantly generate a signed service agreement. 3. **Monthly Statements:** Produce comprehensive monthly statements for clients on monthly billing, detailing all their transactions. ## Example: Enhancing Engagement with Personalized Promotional Flyers SwiftCourier, a leading courier service, continually seeks innovative ways to engage its loyal customer base. With an upcoming promotional offer, they aimed not only to reach their customers but also to establish a personal connection with them. Recognizing the impact of personalization, SwiftCourier decided to create individualized promotional flyers tailored to each customer. However, given their extensive customer base, manual flyer creation would be time-consuming and error-prone. This is where the PDFMonkey integration with Glide comes into play. ### **Setting Up the Personalized Flyer Generation** After integrating PDFMonkey with Glide, a PDFMonkey template was created to serve as the foundation for the promotional flyers. The template includes placeholders for specific customer details: * Customer Name * Date of their last order * A unique discount code ### **Generating the Personalized Flyers** Back in Glide, a button was added to each customer's profile dedicated to the promotion. When clicked, this button initiates a workflow, starting with the PDFMonkey action to generate the flyer. The action includes the PDF Monkey template ID, the customer data for the template, and the field to store the final PDF link. ### **Distributing the Flyers** Once the PDF is generated, the [Gmail](/docs/automation/integrations/gmail) integration can be used to send the flyer directly to the customer. This streamlined process allows SwiftCourier to send the custom offer with just a button press. Customers receive an email containing their personalized PDF flyer, fostering a sense of value and increasing the likelihood of them taking up the promotional offer. ### **The Results** The outcome? A significant increase in customer engagement and participation in the promotional offer. Through using the PDFMonkey integration with Glide, SwiftCourier transformed what could have been a burdensome task into an automated, efficient process. They delivered a tailored experience to their customers, enhancing their overall satisfaction and engagement. To learn more generally about Integrations in Glide, including how they affect your app's usage, check out our [Introduction to Integrations](/docs/automation/integrations). ## Frequently Asked Questions #### Don't see the PDFMonkey integration? You may need to upgrade your plan. [Browse Glide's plans and find the right fit for you.](https://www.glideapps.com/pricing) #### How do I create a PDF Monkey template? To create a PDF Monkey template, sign in to your PDF Monkey account and follow the instructions provided. You can use their template editor to design your PDF document and define placeholders for dynamic data. #### How do I share the generated PDF file? The **`Generate PDF file`** action allows you to save the URL to a column in Glide. You can then use this URL to share the PDF with users. #### How can I ensure the privacy of my generated PDFs? PDF Monkey offers various security options, such as expiring URLs and password protection, to help you protect the confidentiality of your generated PDF documents. Check out [PDFMonkey's Privacy and security documentation](https://docs.pdfmonkey.io/frequent-questions/security) for more details on securing your PDFs.