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Question

Create a more attractive pdf using data from a PDF or Microsoft Excel file

  • January 23, 2024
  • 3 replies
  • 202 views

When a customer completes a form, we get a pdf/excel format document export, however the layout of the document is poor.

 

I am looking for a way to take the data from either the pdf or excel file and add it to a clearer laid out pdf file.

 

Does anybody have any experience with this or had to do something similair?

 

 

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3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • January 23, 2024

Hi @foxesmat 

Available Zap triggers/actions for Excel: https://zapier.com/apps/excel/integrations#triggers-and-actions

Check out the available top “Documents” Zap apps: https://zapier.com/apps/categories/documents


PDF.co_API
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  • New
  • January 25, 2024

Hello Foxesmat,

PDF.co provides a solution to make your PDFs more appealing by using data from PDF or Excel files. Here's how you can do it:

  1. Convert your existing PDF file to Excel format. You can use the PDF.co PDF to Anything Converter feature for this.

  2. Export the data from the Excel file to create a new, attractive PDF. To do this, you can use the PDF.co HTML to PDF Converter. It will take the data from the Excel file and generate a new PDF document that looks great.

We hope this information is helpful. Thank you!


  • Author
  • Beginner
  • January 25, 2024

Thank you for the response. I will take a look.