AVA can generate Print documents from any record in your connected platforms.
Step 1: Tell AVA what you need
"Generate a contract for the Acme Corp project using our Standard Agreement template."
"Create an invoice for QuickBooks order #4521 using the Invoice template."
If you are not sure which template to use:
"What Print templates do we have?"
AVA will list available templates with a brief description of each.
Step 2: AVA pulls the data
AVA finds the record you specified, maps your data to the template variables, and generates the document. For most documents this takes under 10 seconds.
Step 3: Preview and download
AVA shows you a preview link. Click it to review the document before downloading. If something looks wrong — a field is blank, a variable did not populate — tell AVA what you see and she will diagnose the issue.
Step 4: Download or send
"Download this as PDF." "Email this to the client at [email protected]." "Generate this same document for all 12 open projects."
AVA handles all three. Bulk generation runs in the background and delivers a download link when complete.
If a variable is blank
The most common cause is a missing field value on the source record. AVA will tell you which field is empty. Update it in the source platform and regenerate.
Related: How Print Works · Variables — Pulling Data Into Your Document