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Pdfless on your phone line: your agent sends the right document while you talk.

Connect Pdfless and your agent can pull up the document templates your business has set up, then use them during a call. A caller asks for a quote, a receipt or an intake form, and the agent checks which template fits and gets it ready. It works with the templates you already built in Pdfless, so the wording and layout stay yours. Your agent handles the call, and the documents come from your own Pdfless account.

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What your agent can do with Pdfless

  • Look up the document templates in your Pdfless account during a call
  • Choose the right template for what the caller needs, such as a quote, receipt or intake form
  • Confirm template names with the caller before generating a document
  • Use your existing HTML and CSS templates, so branding and layout stay consistent

Pdfless exposes 2 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Quote request from a new client

  1. Caller

    Hi, I need a quote for kitchen tiling, about 40 square metres.

  2. Agent

    Thanks for calling. I can prepare a quote for you. Can I take your name and the address for the job?

  3. Caller

    It's Maya Thornton, 14 Harbour Lane.

  4. Agent

    Got it, Maya. I'm using our standard tiling quote template now and I'll send the PDF to your email within a few minutes.

Intake form before a dental visit

  1. Caller

    I'm booked in for Thursday. Is there a form I need to fill in first?

  2. Agent

    Yes, there's a new patient intake form. I can send it to you now by text or email, whichever you prefer.

  3. Caller

    Email please, it's jordan.patel@mail.com.

  4. Agent

    Done. The intake form is on its way to jordan.patel@mail.com. Please bring it back completed on Thursday or fill it in on arrival.

Receipt after a phone payment

  1. Caller

    I just paid the invoice over the phone. Can you send me a receipt?

  2. Agent

    Of course. I can see the payment of 320 pounds from today. I'm generating a receipt with our standard template.

  3. Caller

    Perfect, send it to my work address.

  4. Agent

    Sent. The receipt for 320 pounds is on its way to your work address now.

How to connect Pdfless

  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 Pdfless

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

  3. 3

    Choose the actions

    In the agent editor, enable the Pdfless 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. During a call your agent can look up your templates and prepare a document while the caller is still on the line. Your agent can also send documents after the call when that suits the task.

What do I need to connect Pdfless?

You need an account with Pdfless and your own credentials. Enter them in the AgentCalls dashboard under Integrations, then choose the templates your agent should use.

Which plan includes Pdfless?

Integrations, including Pdfless, are included from the Growth plan.

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Put your agent to work with Pdfless.

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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