Branded operational documents
Configure company branding, business details, numbering, line items, totals, payment language, and remittance details for sales invoices and purchase orders.
Documents that match operations
Documents & Email for connected Shopify operations.
Keep invoices, purchase orders, PDFs, templates, and customer or vendor communication close to the records that created them.
What SwapTrak helps your team do
Configure sales and purchase templates
Generate PDF-ready documents
Connect SMTP for operational email
Review sent communication in an outbox
Core capabilities
Details that stay attached to the operational record.
PDF and email workflows
Generate PDF-ready documents and connect SMTP for customer and vendor messages from connected operational records.
Visible communication history
Use the audited email outbox to review sent messages and AI-generated drafts where those workflows are enabled.
Connected records
Follow the data behind the decision.
This area is designed to keep the records operators need in view, so a team can investigate work instead of rebuilding context in a spreadsheet.
- Company details, document numbering, branding, templates, line items, totals, and payment language
- Sales orders, purchase orders, customer and vendor records, PDF generation, and SMTP
- Email drafts, sent-message history, and audited outbox behavior where enabled
Practical Shopify workflows
Examples your team can use on the next working day.
Send an invoice from an order
Generate a branded document, review its totals and language, then send through configured SMTP.
Keep a vendor communication trail
Create PO documents and retain connected messages instead of separating the thread from the purchase record.
Frequently asked questions
Useful limits and operational context.
Can documents be branded?
Company details, templates, numbering, branding, totals, and payment or remittance language can be configured.
Does SwapTrak send email directly?
Email workflows use configured SMTP and retain message history where enabled.
Are documents linked to operations?
Invoices and purchase-order documents are generated from connected operational records.
Related operations