> ## Documentation Index
> Fetch the complete documentation index at: https://docs.peanutsapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Document Generation

> Create professional PDFs and visual documents from your data

## 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.

<Info>
  Document generation is available on **Pro** and **Team** plans.
</Info>

## 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"

Peanuts pulls data from your Helpers and creates a formatted document.

### Document Output Formats

<CardGroup cols={2}>
  <Card title="PDF Documents" icon="file-pdf">
    Standard PDF format with structured layout. Includes line items, totals, dates, and contact information. **1-5 credits**.
  </Card>

  <Card title="Visual Documents" icon="image">
    AI-designed image documents with your branding, colors, and professional layout. Great for sharing on social media or with clients. **30 credits**.
  </Card>
</CardGroup>

## Knowledge Base Integration

Documents become more powerful when combined with your [Knowledge Base](/features/knowledge):

* **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

1. Upload your price list to the Knowledge Base
2. Log client work in your "Projects" Helper
3. Ask: "Create an invoice for Client X using this month's entries"
4. Peanuts pulls prices from Knowledge Base + entries from Helper → generates invoice

## AI Outputs

All generated documents are automatically:

1. **Saved to AI Outputs** — Access via Settings → AI Outputs
2. **Synced to Shoebox** — Discoverable in your [Shoebox](/core-concepts/shoebox)
3. **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     |

<Tip>
  Start with PDF documents (1-5 credits) for most use cases. Use visual documents (30 credits) when you need a polished, branded design for client-facing materials.
</Tip>

## Related

<CardGroup cols={2}>
  <Card title="Ask Peanuts" icon="brain" href="/core-concepts/ask-peanuts">
    Generate documents via chat
  </Card>

  <Card title="Knowledge Base" icon="book" href="/features/knowledge">
    Enhance documents with stored data
  </Card>

  <Card title="Reports" icon="chart-pie" href="/features/reports">
    Automated data reports
  </Card>

  <Card title="AI Outputs" icon="sparkles" href="/core-concepts/ai-outputs">
    View all generated content
  </Card>
</CardGroup>
