The only no-egress document engine designed to keep your data inside your tenant while delivering fast, branded PDFs at enterprise scale. VaultPDF is a full document infrastructure that ensures:
Modern business systems generate thousands of documents every day — invoices, reports, contracts, compliance forms, and operational records. Yet many organizations still rely on tools designed for static reporting or simple template replacement.
Schema-Driven Intelligence
Effortlessly render complex, multi-level nested data from Dynamics 365 without the need for manual pixel-mapping or static layout rules.
Zero-Egress Architecture
A cloud-native infrastructure designed to run 100% within your Microsoft 365 tenant—your data never leaves your security boundary.
End-to-End Governance
Automated metadata stamping and native Power Automate triggers ensure your documents are immediately ready for business logic and archival.
Immutable Audit & Control
Permanent source-data logs and optional item-level permission locking for "Bank-Grade" document privacy and traceability.
VaultPDF was created to solve these challenges by providing a deterministic document rendering engine designed for modern cloud systems — treating document generation as a structured rendering process, ensuring complex documents are produced reliably, securely, and at scale.
Key capabilities evaluated across common document generation approaches.
| Capability | VaultPDF✦ Recommended | Traditional Reporting | Generic PDF APIs |
|---|---|---|---|
| Dynamic data integration | Advanced | Limited | Good |
| Template flexibility | High | Low | Medium |
| Enterprise workflow integration | High | Limited | Medium |
| Batch processing | High | Limited | Good |
| Complex document layouts | Designed for it | Difficult | Moderate |
| Data security control | Customer-controlled | Internal only | External dependency |
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VaultPDF is designed to integrate seamlessly with enterprise platforms. Running natively on Microsoft Azure, organizations can generate documents directly within their existing infrastructure — no external service dependencies required.
Microsoft Dynamics 365
CRM, Sales & Finance Ops
Microsoft Power Platform
Apps, Automate & Dataverse
Internal ERP Applications
Custom business systems
Microsoft SharePoint
Document & content management
Trusted across the Microsoft ecosystem
A deterministic, schema-driven document engine for the enterprise business applications.
Connect structured JSON from Dynamics 365, Dataverse or internal systems.
VaultPDF interprets your schema — not static layout rules.
Map fields, set hierarchy, and define layout constraints.
Deterministic structure with intelligent overflow handling.
Input: Raw JSON
Output: PDF Table Row
| Order | Customer | Amount |
|---|---|---|
| A100 | John | $1,200 |
| ⚠ Late delivery | ||
Generate schema-aware documents via your private SharePoint staging vault.
Native Entra ID integration for absolute document control.
No brittle templates. No runtime surprises. Just structured documents.
Built entirely on Azure, SharePoint, Dataverse, and Microsoft Entra ID. VaultPDF deploys inside the Microsoft infrastructure your organization already owns and operates.
Why VaultPDF deploys differently
Rather than introducing new infrastructure, VaultPDF provisions everything it needs directly inside your existing Azure, SharePoint, Power Platform, and Dynamics 365 environment. Your IT and security teams can evaluate, approve, and trust it on day one, because it runs inside boundaries they already control.
No new database
Uses your existing Dataverse and SharePoint
No portal to host
Lifecycle Workspace is a native SharePoint extension
No identity system
Permissions inherit from your Microsoft Entra ID tenant
SharePoint libraries and configuration are created automatically during Dispatcher deployment.
Dispatcher and Processor are deployed directly into your Azure subscription. No vendor-managed servers.
Templates, field mappings, and integrations for Dynamics 365, Power Platform, and SharePoint are loaded and ready.
Generate your first document and open the Lifecycle Workspace with full audit visibility, starting on day one.
Designed for Rapid Adoption
VaultPDF includes pre-configured templates, field mappings, and integration packs for supported Microsoft business applications. Most organizations begin with the included templates and mappings, then tailor branding, document layouts, and workflow rules to match their processes.
Your first document should be generated on day one. Refinement and optimisation can happen over time.
Document Infrastructure
VaultPDF isn't just a PDF generator. It's a full-fledged document infrastructure designed to handle enterprise and SMB workflows seamlessly. From rendering and formatting to monitoring and security, VaultPDF provides everything you need to manage documents reliably and at scale.
All outputs including standard documents, receipts, error reports, and system status PDFs are rendered consistently through a single, reliable engine.
Supports direct rendering, queued asynchronous jobs, and priority-based processing, giving complete control over document generation workflows.
Protect sensitive documents with watermarks and password protection, while tracking metadata and integrating seamlessly with SharePoint.
Automatically formats dates, currencies, numbers, and large text IDs. Advanced features like table of contents, section numbering, icon-based booleans, nested tables, and overflow handling make your documents smarter and more readable.
Built-in status reports, job tracking, Dead Letter Queue, and configurable retries ensure you can monitor document processing and maintain full audit trails.
VaultPDF adapts to small direct jobs or large batch workloads. Service Bus integration, receipt reporting, and customizable templates make it easy to extend for future needs.
Enterprise security
VaultPDF is designed for enterprise workflows with secure and auditable PDF generation. Documents and templates are managed in SharePoint, keeping everything within your tenant while leveraging SharePoint's built-in versioning and access controls.
Protect PDFs with user-defined passwords for sensitive documents.
Track document status, job IDs, and custom metadata — optionally logged to SharePoint for enterprise auditing and compliance.
All templates stored in SharePoint automatically maintain version history, so you can see changes, restore previous versions, and ensure consistent document output over time.
Leverage Azure Managed Identity for secure access. Control optional features like Service Bus queues, automated email notifications, and archiving to SharePoint.
Document access is governed by SharePoint permissions, ensuring your files stay within your tenant boundaries.
Optional integration with Application Insights provides performance metrics, job monitoring, error tracking, and queue observability — giving admins full insight into the document workflows.
Flexible pricing
Start with a pilot, then expand to enterprise-grade volumes with predictable costs.
Scale workflows without losing visibility or control.
Scale workflows without losing visibility or control.
Scale workflows without losing visibility or control.
VaultPDF is a deterministic document rendering engine built for PDF generation for enterprise applications. It generates structured PDFs from JSON data and runs entirely inside your Microsoft tenant, enabling secure document generation for Dynamics 365 and other enterprise business applications.
No. VaultPDF is designed as a no-egress document engine. All rendering and document processing occur within your tenant environment.
VaultPDF runs in Azure Functions within your tenant and integrates with services such as SharePoint document libraries for template management and document storage.
VaultPDF is not a hosted SaaS platform. Because it runs inside your Microsoft tenant, it inherits the security, compliance, and data residency controls provided by Microsoft 365 and Azure services.
Yes. VaultPDF supports both real-time rendering and asynchronous processing using optional queue-based workflows for high-volume document generation.
Templates are stored in SharePoint document libraries, allowing version history, permissions, and governance through Microsoft 365 controls.
VaultPDF can operate in environments where Azure Functions and SharePoint Online are supported, including regulated deployments where tenant-bound processing is required.
VaultPDF runs entirely inside your Microsoft tenant and uses a deterministic rendering engine designed for PDF generation for enterprise applications. Unlike hosted document services, VaultPDF keeps documents, templates, and processing within your environment, ensuring full control over security, compliance, and data residency.
More technical details View Documentation →
Ready to launch
VaultPDF delivers deterministic PDF rendering, enterprise security, and scalable workflows — all running inside your tenant.