PDF Exports

Turn EDI documents into clean PDFs your teams can actually use.

EDI is brilliant for automation — but people still need readable documents for day-to-day work. PDF Exports lets you generate professional PDFs from your EDI flows for finance, ops, customer service and audit purposes.

The problem it solves

Even in fully automated environments, PDF is still the common language between teams:

• finance wants a readable invoice for reconciliation

• customer service needs a quick reference when responding to queries

• warehouse teams need pick/pack notes in a usable format

• auditors need clear evidence trails

• internal stakeholders want documents without opening EDI files

Without consistent exports, teams end up screenshotting portals, copying data into templates, or relying on manual document creation.

What PDF Exports does

Generate PDFs from key document types

Create readable PDFs from common document flows such as:

• purchase orders

• dispatch and shipping updates

• invoices and credit notes

• confirmations and responses (where applicable)

Consistent layouts, every time

Documents export in a standard format so teams aren’t dealing with different layouts per partner or system.

Easy sharing across teams

PDFs can be shared internally without exposing technical EDI payloads or requiring platform access for every stakeholder.

Support auditing and traceability

PDF exports can be linked back to the original EDI document trail, keeping the “human version” connected to the source of truth.

How it works

1) Generate or receive EDI documents
As documents flow through XEDI, they’re captured and tracked.

2) Export as PDF when needed
Create a PDF view instantly for internal use, customer queries or record-keeping.

3) Keep the document linked to the trail
The PDF remains tied to the document’s status, timestamps and partner references.

4) Standardise internal workflows
Use PDFs for operational steps while EDI continues running automatically in the background.

Key benefits

• Faster internal handling: teams get a usable document instantly

• Fewer errors: reduce manual re-creation of invoices and orders

• Better customer service: reference the same document the system processed

• Cleaner operations: standard layouts across partners and formats

• Audit-ready records: readable documents linked to the tracked EDI flow

Best-fit use cases

• Businesses that need printable invoices or order confirmations

• Teams supporting multiple partners with varying EDI requirements

• Customer service desks handling delivery and invoice queries

• Operations teams that still use PDFs during fulfilment

• Finance teams doing reconciliation and dispute resolution

FAQ

Are PDF exports generated from the EDI data itself?
Yes — the PDF is created from the structured data in the document flow, helping keep it consistent with what was actually processed.

Can we export invoices, orders and dispatch documents?
PDF Exports is designed for key operational document types. Exact coverage depends on the flows you have enabled.

Is the PDF linked to tracking and status?
Yes — the exported document can remain connected to its original message trail, partner references and timestamps.

Can we share PDFs with users who don’t have platform access?
Yes — that’s one of the main reasons teams use PDF Exports: readable documents without needing everyone to access EDI payloads directly.