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Turn invoices, quotes and scans into files your agent can send on a call.

Connect PDF Munk and your agent can generate, merge, convert and read PDFs during a phone call. A caller can ask for a quote or invoice and receive a hosted PDF link by text. Scanned documents can be read with OCR, so your agent can confirm details from a paper form or photo. Merge several documents into one file, or turn a page into an image. Files are temporary and carry their own deletion date.

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What your agent can do with PDF Munk

  • Generate a PDF from a web page or HTML and send the link to the caller
  • Merge two to fifteen PDFs in the order you set, such as a full contract pack
  • Read text from scanned PDFs and images with OCR to check forms and receipts
  • Extract text and tables from a PDF so your agent can answer questions about it
  • Convert images to PDF or pages of a PDF to PNG, JPEG or WebP

PDF Munk exposes 9 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Quote requested over the phone

  1. Caller

    Hi, I need a quote for kitchen tiling, about 40 square metres. Can you send it to me?

  2. Agent

    Of course. I'll generate your quote now and text you the link. Can I confirm the email address for the file as well?

  3. Caller

    Yes, it's dana.reyes@mailbox.com.

  4. Agent

    Thanks, Dana. The PDF is on its way to your phone. The link stays active for a set period, so please open it soon.

Checking a scanned form

  1. Caller

    I faxed over my intake form last night. Did you get it?

  2. Agent

    Yes, I can see it. Let me read the scan to check the details. Can you tell me your date of birth?

  3. Caller

    March 14, 1988.

  4. Agent

    That matches what's on the form, Mr. Okafor. Your appointment is still set for Thursday at 10:30.

Sending a signed contract pack

  1. Caller

    Can you resend the service agreement and the terms as one file? I lost the email.

  2. Agent

    Sure. I'm merging the agreement and the terms into one PDF now. Should I send it to the email on your account or to this number by text?

  3. Caller

    Text is fine, thanks.

  4. Agent

    Done. The combined file is on its way to your phone, Ms. Lindqvist.

How to connect PDF Munk

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect PDF Munk

    From Integrations in the dashboard, choose PDF Munk and enter the connection details from your PDF Munk account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the PDF Munk actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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All Documents, notes & files integrations

Questions, answered.

Does this work during the call or after it?

Both. Your agent can generate, merge or read a file while the caller is still on the line, then send the result by text or email. Scheduled follow-ups can also create files after the call ends.

What do I need to connect PDF Munk?

You need a PDF Munk account. Copy your credentials from its settings, then add them in the AgentCalls dashboard under Integrations. No code is needed.

Which plan includes this integration?

Integrations are included from the Growth plan. Each PDF generation uses your PDF Munk quota, so check your limits with that provider.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with PDF Munk.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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