85%
better PDF customization to meet client needs.
80%
improved data accuracy with form field integration.
75%
more efficient templates through custom design.
About
Client
Business
IT Solution Provider
The client is a business-focused IT solution provider with a need for highly customizable PDF templates for various internal and external documentation.
Advanced Content Publication
The client required sophisticated PDF templates that could pull data from multiple sources within NetSuite and display it in a customized format.
Customization Beyond Default Settings
The client needed customization beyond the basic NetSuite PDF capabilities to meet specific design and field requirements.
Our Solutions
We implemented a custom solution that leveraged NetSuite’s advanced PDF customization tools, enabling the client to generate documents tailored to their specific needs.
Customized PDF Templates
We designed custom PDF templates that matched the client’s specific design and field requirements, ensuring a professional look and feel for their documents.
Data Extraction via Saved Searches
To address challenges with accessing saved records, we utilized saved searches to extract relevant data for inclusion in the custom PDF templates.
HTML-Based Layout Adjustments
We modified the source code of the basic PDF templates using HTML to incorporate advanced design elements and field functionalities.
ERP Optimization
Optimized NetSuite to ensure smooth generation of customized PDF files without affecting system performance or data integrity.
Challenges
We encountered several challenges during the PDF customization process.
Accessing Saved Data Records
Incorporating data from saved records into the custom PDF fields required creating saved searches with precise criteria to extract the needed information.
Template Layout Adjustments
Modifying the default PDF templates to include custom fields and designs required a deep understanding of HTML and the NetSuite system architecture.
Real-Time Data Extraction
Ensuring that the PDF templates pulled real-time, accurate data from multiple sources without performance lags was a technical challenge.
Results
Our tailored PDF customization solution delivered several critical benefits for the client.
Fully Customized PDF Templates
The client now has advanced PDF templates that match their exact content and design specifications, improving the professionalism of their documents.
Streamlined Data Extraction
By using saved searches, the client can now pull accurate, real-time data into their PDFs without manual intervention or data inconsistencies.
Enhanced Document Presentation
The customized templates provided a polished look and feel, enhancing the client’s internal and external communications.
Optimized Performance
The custom PDF generation process runs smoothly within NetSuite, ensuring that the client can generate documents without performance issues.
