Submittal & Spec Sheet Builder Pro — Agency

Versions released while your licence is active stay yours. A licence includes a year of updates; if it lapses the plugin keeps working and you can still download anything released before the expiry date. Versions released after it, and automatic updates inside WordPress, need a current licence.

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 Coming soon
In development and not in the current release. When it ships it will save and manage multiple brand configurations, so you can switch between client brands instantly or let clients select their own preset during PDF generation.

Lead Routing & Webhooks Coming soon
In development and not in the current release. When it ships it will route captured leads to different emails or CRM systems based on product, category or custom rules, and integrate with your existing workflow via webhooks.

Analytics Dashboard Coming soon
In development and not in the current release, and dependent on PDF tracking and generation logs, which are unshipped too — so it arrives after the rest. When it ships it will track performance across all your sites, including PDF generation trends, lead capture rates, popular products and user activity.

5-Site License
Deploy across up to 5 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 an email address before the PDF downloads, with an optional phone number and a consent checkbox. The project name, how many items were selected and the leading category are recorded automatically from the visitor’s own selection.

Public Tracking Links Coming soon
In development and not in the current release. When it ships it will generate shareable URLs that track downloads, so you can see when PDFs are downloaded and by whom.

PDF Tracking Coming soon
In development and not in the current release. When it ships it will monitor every PDF generated through your site, with download timestamps, recipient information and view counts.

Drafts

In-Browser Autosave
A visitor’s selection is remembered in their own browser, so a refresh or a mistaken click does not lose their work. Selections stay on that one device — they are not stored on the server, and cannot be shared or resumed anywhere else.

Professional Branding

PDF Themes (6 Options)
Six colour schemes — one included with the free plugin, five added by Pro:

Engineering – included with the free plugin
Architectural – slate grey, for design-focused documents
Corporate Blue – deep blue, for corporate environments
Forest Green
Crimson
Graphite

A theme sets the accent colour used on cover pages, headers, table bars and section dividers. The page layout is identical across all six.

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 5 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	5
Price	$0	$99/year	$299/year
White-Label	❌	❌	✅
Brand Presets	❌	❌	Coming soon
Lead Routing	❌	❌	Coming soon
Analytics Dashboard	❌	❌	Coming soon
Lead Capture	❌	✅	✅
PDF Tracking	❌	Coming soon	Coming soon
PDF Themes	❌	✅	✅
Watermarks	❌	✅	✅
Signature Blocks	❌	✅	✅