📄 SecureDynamics Quote & Invoice Builder — User Guide

📝 Overview

This guide explains how SecureDynamics uses Make.com and a Python-based rendering service to dynamically generate and deliver professional quotes and invoices based on PDF uploads and automated workflows. It automates the entire document transformation process: from uploaded PDF → JSON → rendered HTML → downloadable PDF.

⚙️ Architecture Summary

🔄 Trigger Options

• Drive Watcher Trigger via Make.com

• Monitors a shared folder named Quote Processing

🔍 Data Extracted from Invoice

Using PDF.co AI Parser module, Make extracts:

This is further normalized via Make.com and passed to the rendering API.

📅 Step-by-Step Workflow

1. 📂 PDF Upload to Google Drive

• User drops a Zscaler invoice PDF into the Quote Processing folder (shared Drive)

• Make.com scenario is triggered automatically

2. ✏️ Parse with PDF.co AI Parser

• Extracts invoice fields as structured JSON

• Handles multiple formats via AI model

3. 🤖 Normalize & Transform

• JSON is normalized using Make.com mapping modules

• Structured payload sent to rendering endpoint

4. 🌐 HTML Rendering via /render-invoice

• The Flask service receives the parsed and normalized payload

• It validates the structure, injects values into an HTML template, and returns the rendered HTML

5. 📄 PDF Generation & Storage

• HTML is passed to PDF.co for rendering

• Final PDF is saved to the Ready for Mike folder in Google Drive

• Original uploaded PDF is deleted from Quote Processing as part of cleanup

🛑 Troubleshooting

💼 Best Practices

• Keep invoice template minimal and consistent

• Use structured mapping to ensure data accuracy

• Include default values to prevent missing fields

• Monitor errors in PDF.co or /render-invoice responses

• Always remove original upload file to avoid reprocessing

👍 Summary