Overview
Peanuts can generate professional documents — invoices, quotes, proposals, and summaries — directly from your Helper data. Documents can be output as downloadable PDFs or visually designed images with your branding.Document generation is available on Pro and Team plans.
Document Types
| Type | Description | Credit Cost |
|---|---|---|
| Invoice | Itemized billing document with totals | 1-5 |
| Quote | Price estimate for clients | 1-5 |
| Proposal | Project or service proposal | 1-5 |
| Summary | Data summary report | 1-5 |
| Visual Document | Image-based document with branding | 30 |
How to Generate
Via Ask Peanuts
The simplest way is to ask:- “Create an invoice for my consulting work this month”
- “Generate a quote for the Johnson project”
- “Make a summary of my expenses for Q1”
Document Output Formats
PDF Documents
Standard PDF format with structured layout. Includes line items, totals, dates, and contact information. 1-5 credits.
Visual Documents
AI-designed image documents with your branding, colors, and professional layout. Great for sharing on social media or with clients. 30 credits.
Knowledge Base Integration
Documents become more powerful when combined with your Knowledge Base:- Pricing tables — Auto-fill rates from uploaded price lists
- Client details — Pull contact info from stored client data
- Templates — Use consistent formatting from your brand assets
- Tax rates — Apply correct tax calculations from your knowledge
Example Workflow
- Upload your price list to the Knowledge Base
- Log client work in your “Projects” Helper
- Ask: “Create an invoice for Client X using this month’s entries”
- Peanuts pulls prices from Knowledge Base + entries from Helper → generates invoice
AI Outputs
All generated documents are automatically:- Saved to AI Outputs — Access via Settings → AI Outputs
- Synced to Shoebox — Discoverable in your Shoebox
- Downloadable — PDF or image download available
Credit Usage
| Operation | Credits |
|---|---|
| PDF document (invoice, quote, proposal) | 1-5 |
| Visual document (branded image) | 30 |
| Regenerate/edit existing | 1-5 |