--- title: "SaaS Offering Platform. PDF Automation in WordPress | Sweet Lava" description: "We designed a SaaS application in WordPress that eliminates duplicate work. It combines a visual editor with an automated offer and PDF file generator." url: https://sweetlava.eu/en/work/produkt-saas/ lang: en alternate_pl: https://sweetlava.eu/pl/projekty/produkt-saas/ --- SaaS / B2B services # SaaS application for the service industry (NDA) How to combine a visual editor with automatic document generation? Building a platform that eliminates duplicate work in offer creation. Piotr Sember ·Antonina Jasińska ![Interfejs aplikacji SaaS – widok zmieniony](https://cdn.sanity.io/images/pgdlccfz/production/53017fc8904d8c669be3f89d03dd389536ed60c1-3369x1895.png?w=1600&q=90&auto=format) Context Due to a non-disclosure agreement (NDA), the client's name and the final interface remain confidential, which is why we prepared modified mockups for this case study. However, the scope of the implementation and the technology used are entirely real. The client needed a tool operating in a SaaS application logic that would simplify the offering process. The main goal was to create a system where data, once entered, would be used to build a product page and simultaneously generate a ready-to-use PDF file, without the need to involve a graphic designer or do separate material typesetting. Challenge The biggest challenge was giving administrators the freedom to edit content while ensuring visual consistency (UI/UX). We expanded WordPress with dozens of custom Gutenberg blocks. The team received ready-made modules for handling Excel tables, 3D mockups, and interactive graphics. They were programmed so that the page layout remains correct regardless of the amount of information entered. We also had to optimize the performance of the entire application so that the system operates stably under heavy traffic without overloading the server. ![SaaS application interface – anonymized mockup](https://cdn.sanity.io/images/pgdlccfz/production/7a356bb8c1936442627524e203cff6cfbd7666ed-1606x1201.png?w=2000&q=90&auto=format) SaaS application interface – anonymized mockup ![SaaS application interface – anonymized mockup](https://cdn.sanity.io/images/pgdlccfz/production/4174d2ea950691270014f02abc3f5bee3d54cb05-1606x1201.png?w=2000&q=90&auto=format) SaaS application interface – anonymized mockup ## Development and automations We integrated our system with an external API that converts web views into PDF format on the fly. To reduce the cost of server requests, we added a preview function and an option to render individual pages for testing purposes. We equipped the system with a multilingual module, combining fast AI translations with proofreading by professional translators, which significantly sped up the creation of ready-made offers. We also built artificial intelligence-based tools into the panel for the efficient modification of texts and graphics. We also took into account situations where a salesperson might not have internet access. In such cases, product pages can be exported to an offline version and seamlessly presented to the client during a meeting. ![SaaS application interface on iPad](https://cdn.sanity.io/images/pgdlccfz/production/4785a4f04f3d6840844901a6e2822de750fc3659-1966x1105.png?w=2000&q=90&auto=format) aplication on iPad ## Result The implementation completely changed the organization of work within the client's team. Instead of creating materials twice—first for the website and then again in typesetting software—editors do it only once. The finished product page automatically generates a properly formatted PDF file that can be immediately emailed or simply printed. Combining a block editor, automated translations, and a document generator in a single environment eliminated repetitive processes and genuinely saved the time needed to prepare an offer. ## Related services - [Web applications & SaaS development](https://sweetlava.eu/en/services/web-apps-saas/) - [UX audits & UX/UI design](https://sweetlava.eu/en/services/ux-ui-ax/) ## Related projects ![An iPhone with the Ars Projekt website, lying on concrete](https://cdn.sanity.io/images/pgdlccfz/production/e2ca41de26933e167c7b195b89a9d42e005987b4-3600x2025.png?w=1600&q=90&auto=format) Services / Architecture ### [ Ars Projekt – a portfolio website for a Kraków architecture studio ](https://sweetlava.eu/en/work/ars-projekt-portfolio-website-for-a-krakow-architecture-studio/) For the Ars Projekt studio we designed and built a fully custom WordPress theme whose information architecture serves one goal: showcasing the impressive portfolio of Kraków architect Roman Szczypuła. ![The Novacura rebrand – identity and UI components](https://cdn.sanity.io/images/pgdlccfz/production/db4c77dfdeead58fd5131f2b77a98d0281aa5de0-2400x1351.jpg?w=1600&q=90&auto=format) B2B technology ### [ Novacura – a rebrand and a UI component library ](https://sweetlava.eu/en/work/novacura/) A brand refresh for a Swedish technology company. A light logo correction, an entirely new colour palette with blue in the lead, a linear-wave key visual and a UI/UX component library, still being rolled out across Novacura's products. Blog ## Related articles Development ### [ Web app vs website – what's the difference and which do you need? ](https://sweetlava.eu/en/blog/web-app-vs-website/) A website informs; a web application lets users act – log in, store data, complete tasks. We explain the differences, the technologies, the costs and how to pick the right path for your project. Read article → UX/UI/AX ### [ AX, or AI Experience – how to design products with built-in artificial intelligence ](https://sweetlava.eu/en/blog/ax-ai-experience-design/) AI is turning interfaces from deterministic into conversational and probabilistic. AX is the discipline of designing this new material – here are its principles. Read article → Product design ### [ What is a design system and when does your company need one ](https://sweetlava.eu/en/blog/what-is-a-design-system/) A design system is not "a nice kit in Figma" but a shared source of truth for designers and developers. We explain what it consists of, what it costs and when it pays off. Read article → Product design ### [ Planning an app MVP – how to scope the first version without burning the budget ](https://sweetlava.eu/en/blog/how-to-plan-an-mvp/) Most app budgets burn on features nobody needs. Here is how to scope an MVP that genuinely validates the idea – hypotheses, prioritisation and the usual traps. Read article → ## Related terms - [API](https://sweetlava.eu/en/glossary/api/) - [MVP (minimum viable product)](https://sweetlava.eu/en/glossary/mvp/) - [Prototype](https://sweetlava.eu/en/glossary/prototype/) - [SaaS](https://sweetlava.eu/en/glossary/saas/) ## Have an idea in mind? Let's talk. Tell us about your idea and we'll recommend the best route from concept to a working product. [ Get in touch ](https://sweetlava.eu/en/contact/)