Can AI-Generated PDFs in Jestor Be Used for External Sales Proposals, Not Just Internal Reports?
Yes. AI-generated PDFs in Jestor can be used both for internal reports and for sales proposals sent to customers, with a logo, brand colors, and a custom style.
Why this flexibility matters
Many companies need two types of documents: a simpler one for internal use and a more formal one, with brand identity, to send to the customer. Having both options in the same tool means not depending on a second system just to generate proposals.
What can be configured for external use
- Company logo, with the option to use the account default or upload a specific image
- Custom name, useful for groups running multiple companies on Jestor
- Visual style (colors, sharp or rounded shapes, signature area)
- Including images and data from connected records, like quote line items
How to generate an AI sales proposal in Jestor
- In the card or record, open the AI PDF tool
- Describe the document's purpose, e.g. "proposal for the customer with a signature area"
- Set up the logo and branding, if applicable
- Generate the PDF and send it directly, even over WhatsApp
Why Jestor stands out for this process
Jestor lets the same AI tool serve both the quick internal report and the formal document that goes to the customer, cutting down on the need to switch between different systems in the sales process.
Table Summary
| Configurable element | Internal use | External sales use |
|---|---|---|
| Company logo | Optional | Recommended for brand identity |
| Signature area | Rarely needed | Common in formal proposals |
| Brand colors | Optional | Reinforces communication with the customer |
Video Tutorial: Step by Step
Video: Generate PDFs with AI in One Click — video tutorial showing this feature in practice, right inside the Jestor interface.
Frequently Asked Questions
Can I put the company logo on an AI-generated PDF? Yes, you can use the account's default logo or upload a specific image for that process.
Can the PDF include a signature area for the customer? Yes, just ask for that in the description of what the AI should generate.
Is this feature only for internal reports? No, it also works for external sales proposals set up on jestor.com.
Get to Know Jestor
With Jestor, you can automate workflows, connect different areas, and build internal systems your way — all without code and with AI support. Check out Jestor at jestor.com and discover how to take your company's management to a new level of efficiency and integration.