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Merge Proposal PDFs

Combine deal PDFs in order and link the packet to the deal

Use this Agent instantly or customize it - no programming needed

Merge the proposal and supporting PDFs into one linked packet
Reads
  • Deal ID
    Deal ID

    The deal ID points to the same deal for the request and the finished packet.

  • Merge status
    Merge status

    Your team starts a packet by marking the deal Ready to merge.

  • Links to the proposal and supporting PDFs
  • Previous merge result
    Previous merge result

    Your deal may already have a finished packet link or a note about a blocker.

  • the proposal and supporting PDFs
    the proposal and supporting PDFs

    Your linked files supply the pages for the packet, with each file's page order intact.

  • Account folder
    Account folder

    You choose the shared folder where the team will find the finished packet.

  • Previously saved packet
    Previously saved packet

    Your account folder may hold a packet for this deal if the deal update failed.

Sales management app
Sales management app

Your sales management app flags deals ready for a packet and holds their PDF order and final link.
Shared file storage app
Shared file storage app

Your shared file storage app holds the source PDFs and saved packet, with a view link for your team.
Does the deal already have a completed packet link?YesNo
Stop with the packet already on the deal.
Does the deal have no ordered PDF links?YesNo
Add a blocker asking the deal owner to list the PDFs in order.
Writes
  • Blocker note
    Blocker note

    Your deal names the missing PDF list or the link that prevents a complete packet.

Is a packet for this deal already saved in the account folder?YesNo
Add its view link to the deal and mark the merge complete.
Writes
  • Packet view link
  • Completed merge status
    Completed merge status

    Your deal shows Completed after the packet link is added.

Is any source link unreadable or linked PDF invalid?YesNo
Add a blocker naming the problem link on the deal.
Writes
  • Blocker note
    Blocker note

    Your deal names the missing PDF list or the link that prevents a complete packet.

Merge PDFs in order, check pages, save the packet, and link it on the deal.
Writes
  • Merged PDF
    Merged PDF

    Your shared account folder holds one packet with every source page in the requested order.

  • Packet view link
  • Completed merge status
    Completed merge status

    Your deal shows Completed after the packet link is added.

This Agent waits for you to mark a deal ready to merge. It checks the listed PDF links and their order. It saves the combined packet in your shared account folder and adds its link to the deal.

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Google Drive
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Airtable
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Google Contacts
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Microsoft Office 365
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Kintone
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Made for your industry

Merge Proposal PDFs is made for businesses in these industries.

Made for your role

Merge Proposal PDFs is made for people in these roles.

Made for your department

Merge Proposal PDFs is made for people in these departments.

How Merge Proposal PDFs works

4 steps, in order, on every run.

  1. Read the deal's PDF listRead the PDF links in the order you set on the deal. Add a blocker note if the list is empty.
  2. Download the linked PDFsDownload every linked file from the shared folder. Name any file that cannot open in a blocker note on the deal.
  3. Combine and check the pagesCombine the PDFs in the listed order, keeping each file's pages together. Check the final page count before saving.
  4. Save and link the packetSave the finished PDF in the shared account folder. Add its view link to the deal and mark the merge complete.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, Airtable or Google Contacts.

5 tools
Set your rules
  • Choose the sales deal fields for merge status, the ordered list of PDF links, the merged PDF link, and a blocker note.
  • Connect the shared file folder, choose where merged PDFs go, and give the Agent access to every source PDF and permission to save and share the result.
  • Agree on a filename pattern that includes the sales deal ID so a retry can find the same output.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Merge Proposal PDFs:

Can I choose the order of the PDFs?

Yes. List the proposal and supporting PDF links on the deal in your preferred order. The Agent keeps that order and preserves each file's page order.

What happens if a linked PDF cannot be merged?

You'll see the problem link in a blocker note on the deal. Your team can fix the link or PDF before trying again. The Agent won't publish a partial packet.

Will a retry create another packet?

A completed deal link stops a second PDF. If the upload succeeded but the deal update failed, the Agent uses the deal ID in the filename to find the file and retry the link.

What do I need to set up?

Choose the deal fields for status, PDF links, and the result. Choose a shared account folder and give the Agent access to the source PDFs.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.