Enhanced PDF Generation for Invoices and Receipts
A major upgrade to the PDF generation system for invoices and receipts has been deployed to the CRM platform. This update delivers significant performance gains and improved reliability, ensuring faster document creation for both manual downloads and automated email workflows.
About the PDF Generation System
The PDF generation system is the technology responsible for creating downloadable and email-ready PDF documents for invoices and receipts. It is used when you download an invoice directly from your account or when an automated workflow is triggered to send a receipt to a contact. This system is critical for providing your customers with prompt and accurate payment documentation.
Key Improvements
The newly engineered system offers substantial benefits in speed and stability.
- Average PDF generation time has been drastically reduced.
- Performance under high load is now much more consistent.
- Timeout errors that previously caused document generation to fail have been eliminated.
- Workflows involving invoices and receipts are now more reliable.
- Support issues related to failed or missing PDFs have decreased.
How to Use the Updated System
No action is required on your part to start using the improved system. The enhancements have been applied to the entire platform and are automatically active for all users. Any action that generates an invoice or receipt PDF, whether it's a manual download or an automated workflow, will now be faster and more reliable without any configuration changes.
Frequently Asked Questions
Do I need to enable or configure anything to use the improved system?
No. The new system is already active and applies to all workflows and downloads for invoice and receipt PDFs.
What if a PDF fails to generate or is delayed?
Timeout-related failures have been resolved. If you encounter a new issue, please report it to our support team for investigation.
Are my existing workflows automatically upgraded?
Yes. Any existing workflow that includes an action to generate or email an invoice or receipt PDF will automatically benefit from the performance improvements.
Will this change affect other document types?
This update specifically applies to invoice and receipt PDFs. Other document types are not affected.