MoveData.io
Services: Website Design & Development
Industry: SaaS (Software as a Service)
Objective: To create a calculator function for the website with a PDF report to help prospective clients estimate the price, expenditure, or savings.
PROBLEM AND CHALLENGES they faced before they came to the MediaMagic Team for Help
The easiest way to achieve this functionality is to use Contact Form 7, the most popular WordPress plugin for contact forms. This plugin makes it possible to email every client the exact results achieved with their particular information.
However, this method delivers an unattractive, plain-text email that hardly represents the values and aesthetics of a company like MoveData. Using HTML formatting lets us incorporate images and colors in the body of an email, but… what if we want to share the information contained in the email with others?
Yes, we could forward the message, but that looks careless and unprofessional – nobody wants that, right?
We all want our clients to be impressed with our correspondence, and to trust our business. A bespoke PDF attachment itemizing a client’s relevant data sends a clean, stylish message that communicates efficiency and professionalism.
Solution and Results
Our research taught us that PDFs can be generated on the server instead of in the client’s browser. After your client enters his information and hits “Send” to request a PDF, the result of the calculation can be sent to the server. A new HTML page displaying the results is then produced, and this page converts into a PDF before sending. This approach results in much less data transfer, which means it works much faster. Beyond that convenience, the PDF is created from an HTML page instead of an image, which means you can copy and paste any relevant text that you might need to use. That’s exactly what we want: something we, you, and your clients can all be proud of.
