The nonprofit needs to transfer the data into a professional-looking document so they can mail out
formal invitations. Usually, the easiest way to do this is to extract information manually from an Excel
spreadsheet, place it into a PDF, and figure out a way to design it. Designing a PDF this way is
unproductive, especially when there are automated ways to streamline the process.
There are many other examples in which organizations or individuals must turn information into
documents. This is a common situation for contractual agreements, including instances when a real
estate agent, financial professional, or advertising agent must turn information about a deal into a
document. For example, if a financial planner wants to close a deal on an investment opportunity and
must transfer client information into a PDF, he or she will want a seamless way to get it done. Simply
turning information into documents will save time and increase productivity. Turning information into
documents also allows for easy sharing, which can be implemented by companies – large and small.
Now, let's talk about a PDF's aesthetics. Though a good-looking PDF design is important, the process
of getting there isnʼt always easy. PDF files, by nature, don't come to mind immediately when it comes
to aesthetically pleasing design. But that doesn't mean PDFs should be boring and drab!
You donʼt need to be a designer to create a PDF, but you should have an action plan in mind.
Oentimes, design soware has a lot of bells and whistles that can feel overwhelming to people with
non-design backgrounds. Moreover, the surplus of features can have an adverse effect and encourage
people to add more colors, fonts, and images unnecessarily.
Before getting started, think about what you want your PDF to achieve. What is its purpose? What
point are you trying to make? What do you want people to glean from it?
For example, if youʼre a real estate agent, your goal is to collect leads and send them a weekly, email
newsletter that displays homes you've listed for sale. In this case, your PDF's purpose might be to
generate attention and encourage leads to call you about the advertised homes for sale. The design of
your PDF would be personalized to display a lead's first and last name, as well as share pictures of the
homes that you've listed for sale. The PDF's design would be customized with branding, images, and
content that is relevant for your leads. Luckily, there are ways to automate this process. Read on to
learn more!
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