An order comes through and a customer is waiting on a receipt, or a quote is due to go out the same afternoon, but building that document by hand between other jobs means it does not always go out promptly, and the customer is left refreshing their inbox instead of getting on with their day.

TemplateFox generates a PDF from a template and whatever dynamic data feeds into it, filling in the details automatically instead of someone typing them out one field at a time between other tasks. Paired with Mobile Message through Zapier, that generate PDF step can sit ahead of a text, so once an order or an overdue invoice triggers the Zap and the document is produced, Mobile Message can send the customer a text letting them know it is ready, without anyone stopping what they are doing to write one out by hand, and the customer gets an answer well before they think to chase it up themselves.