Description
What’s Included in Agency
Everything in Pro Single Site, plus white-label branding, advanced lead management, and multi-site licensing. Perfect for agencies managing multiple client catalogs or manufacturers with multiple brands.
🏢 Agency-Exclusive Features
White-Label Mode
Remove all plugin branding from PDFs and the admin interface. Your brand only – no “Generated by Submittal Builder” footers or plugin credits.
Brand Presets Library
Save and manage multiple brand configurations. Switch between client brands instantly or let clients select their own preset during PDF generation.
Lead Routing & Webhooks
Route captured leads to different emails or CRM systems based on product, category, or custom rules. Integrate with your existing workflow via webhooks.
Analytics Dashboard
Track performance across all your sites with comprehensive analytics including PDF generation trends, lead capture rates, popular products, and user activity.
25-Site License
Deploy across up to 25 WordPress installations. Perfect for agencies managing multiple clients or manufacturers with multiple divisions/brands.
✅ All Pro Features Included
Lead Capture & Follow-Up
Capture Qualified Leads
Require name, email, company, phone before PDF download. Turn anonymous browsers into qualified leads with specific product interest.
Auto-Email Packets
Send generated PDFs directly to multiple recipients with customizable email templates and your company branding.
Public Tracking Links
Generate shareable URLs that track downloads. See when PDFs are downloaded and by whom.
PDF Tracking
Monitor every PDF generated through your site with download timestamps, recipient information, and view counts.
Automation
Server-Side Drafts
Save and share cart URLs with customers. Sales reps can build carts for customers, or customers can save selections and resume from any device.
Auto-Archive
Organize generated PDFs automatically by project and date. Reference past quotes and track which customers generate multiple packets.
Email Templates
Customize automated emails with your branding. Send packets instantly without manual follow-up.
Professional Branding
PDF Themes (3 Options)
Choose from professionally designed color schemes that match your industry:
- Engineering – Professional blue scheme for technical submittals
- Architectural – Modern gray/silver palette for design-focused documents
- Corporate – Elegant navy/charcoal for corporate environments
Themes apply consistent colors across cover pages, headers, tables, and section dividers.
PDF Watermarks
Add custom diagonal text overlays to every page:
- “DRAFT” for review copies
- “CONFIDENTIAL” for sensitive documents
- “FOR REVIEW ONLY” for preliminary submittals
- “PRELIMINARY” for early-stage documents
Semi-transparent watermarks appear diagonally across all pages without obscuring content.
Approval Signature Blocks
Add professional 3-column approval tables to each product sheet:
- Approved By field for name/signature
- Title field for job role
- Date field for approval timestamp
Perfect for AHJ approval, engineering sign-off, architect approval, and code compliance verification.
Performance Tracking
PDF Generation Logs
See activity on your site including number of PDFs generated, date/time stamps, and user information.
Lead Export
Download captured leads to CSV for import into your CRM or email marketing system.
Perfect For:
- ✓ Digital agencies managing multiple manufacturer/distributor clients
- ✓ Enterprise manufacturers with multiple brands or divisions
- ✓ Multi-location distributors needing unified catalog management
- ✓ Agencies white-labeling solutions for clients
- ✓ Holding companies managing multiple product lines
License Details
Pro Agency License
- Up to 25 WordPress sites
- $299/year
- All Pro features included
- All Agency-exclusive features included
- Unlimited products across all sites
- Unlimited PDF generations
Compare Versions
| Feature | Free | Pro Single | Pro Agency |
|---|---|---|---|
| Sites | Unlimited | 1 | 25 |
| Price | $0 | $99/year | $299/year |
| Lead Capture | ❌ | ✅ | ✅ |
| PDF Tracking | ❌ | ✅ | ✅ |
| Auto-Email | ❌ | ✅ | ✅ |
| PDF Themes | ❌ | ✅ | ✅ |
| Watermarks | ❌ | ✅ | ✅ |
| Signature Blocks | ❌ | ✅ | ✅ |
| White-Label | ❌ | ❌ | ✅ |
| Lead Routing | ❌ | ❌ | ✅ |
| Analytics Dashboard | ❌ | ❌ | ✅ |
| Brand Presets | ❌ | ❌ | ✅ |
