Sales & Order ManagementPurpose
1.2. Aggregate sales data, inventory, customer export details, and standardized formatting to output export-ready PDFs or DOCX for customs, shipping, and accounting.
Trigger Conditions
2.2. Change in order status to “Ready for Export” or “Awaiting Shipment.”
2.3. Manual trigger via dashboard or webhook from sales agent.
2.4. Scheduled batch export for all orders marked “Pending Export.”
Platform Variants
3.1. SAP ERP
• Feature/Setting: Automated Output Management – Configure “Output Type” for sales order; set up SmartForm for export documents; trigger via standard sales doc workflow.
3.2. Microsoft Dynamics 365
• Feature/Setting: Power Automate “When a sales order is confirmed” trigger; action: “Create Word Document” via template.
3.3. Salesforce
• Feature/Setting: Flow Builder “Record-Triggered Flow” on Order object; action: “Generate Document” with Conga Composer API.
3.4. Oracle NetSuite
• Feature/Setting: SuiteScript User Event Script on sales order submit; use SuiteScript 2.0 PDF generator API.
3.5. Zoho CRM
• Feature/Setting: Workflow Rule “Order Confirmed”; action: Zoho Writer Merge Templates API for PDF creation.
3.6. HubSpot
• Feature/Setting: Workflow automation “Deal stage changed to Export”; trigger webhook to third-party PDF generator like PDF Generator API.
3.7. QuickBooks Online
• Feature/Setting: “New Invoice” trigger; use QuickBooks API to export invoice info and integrate with DocuSign API for custom templates.
3.8. Google Workspace
• Feature/Setting: Google Sheets “On Form Submit” trigger; Apps Script auto-generates Google Docs packing lists, exports as PDF.
3.9. DocuSign
• Feature/Setting: Template API; Send envelope with merged fields from ERP for signature and secure delivery.
3.10. PandaDoc
• Feature/Setting: REST API “Create Document from Template”; map order data to invoice/packing list fields.
3.11. Adobe Acrobat Services
• Feature/Setting: “Document Generation API” to produce compliant PDFs from JSON/XML order data.
3.12. Dropbox Sign (HelloSign)
• Feature/Setting: API “Create embedded template draft”; automate signature flow for export docs post-generation.
3.13. Office 365 Power Automate
• Feature/Setting: Flow “When sales order created”; Word Online “Populate template” action; save to SharePoint.
3.14. Xero
• Feature/Setting: “New Sales Invoice” trigger; export via Xero API; integrate with WebMerge/DocuGen for advanced document types.
3.15. Freshworks CRM
• Feature/Setting: Workflow automation on deal update; use Freshworks API to send data to document generation service.
3.16. Airtable
• Feature/Setting: Automation “When record matches condition”; script to compile packing list, export via PDF.co API.
3.17. Monday.com
• Feature/Setting: Automation “When status changes to Export”; app integration with Formstack Docs for template-based outputs.
3.18. Smartsheet
• Feature/Setting: “Row added” workflow; Zapier connection to WebMerge, collate shipment and parts data into document.
3.19. Odoo
• Feature/Setting: Automated Action for Sale Order; “Report as PDF” for custom invoice/packing list templates.
3.20. Pipedrive
• Feature/Setting: Workflow Automation “Deal moved to Export stage”; send details to PandaDoc/Docupilot API.
3.21. PDF Generator API
• Feature/Setting: API integration; map incoming POST data to template for invoice/packing list, return ready PDF.
3.22. Google Cloud Functions
• Feature/Setting: HTTP-triggered function; receive order data, invoke document generator microservice, upload to cloud storage.
Benefits
4.2. Ensures compliance with international aviation and export documentation standards.
4.3. Reduces error rates and disputes in shipments and customs processing.
4.4. Speeds up order-to-shipment cycle for critical aviation parts and supplies.
4.5. Provides real-time audit trail and archival of export documents per order.
4.6. Increases customer trust with standardized, professional export paperwork.