PDF Design Format Guidelines for Tier Services

Overview

This document defines the PDF template selection and formatting requirements for each service tier to ensure proper alignment between content depth and visual presentation.

Tier-Specific PDF Design Requirements

Quick Tier

Content Configuration:

• Sections: 3 (executiveSummary, keyFindings, topRecommendations)
• Target Pages: 5-10
• Max Tokens Per Section: 512

PDF Design Format:

• Template: Executive Summary PDF
• Layout: Single-column, executive-focused
• Page Structure:
  • Page 1: Cover page with company branding
  • Pages 2-3: Executive Summary (condensed)
  • Pages 4-6: Key Findings (bullet-point format)
  • Pages 7-8: Top 3 Recommendations (action-oriented)
• Visual Elements: Basic charts only, minimal graphics
• Font Size: Larger (14pt base) for executive readability
• Spacing: Generous white space for quick scanning

Standard Tier

Content Configuration:

• Sections: 4 (executiveSummary, operationalAnalysis, financialAnalysis, strategicRecommendations)
• Target Pages: 15-20
• Max Tokens Per Section: 1024

PDF Design Format:

• Template: Business Analysis PDF
• Layout: Two-column where appropriate
• Page Structure:
  • Page 1: Cover page
  • Pages 2-4: Executive Summary
  • Pages 5-8: Operational Analysis (process flows, efficiency metrics)
  • Pages 9-12: Financial Analysis (charts, projections)
  • Pages 13-16: Strategic Recommendations (detailed action plans)
• Visual Elements: Interactive charts, process diagrams
• Font Size: Standard (12pt base)
• Spacing: Balanced for detailed reading

Comprehensive Tier

Content Configuration:

• Sections: 6 (executiveSummary, operationalAnalysis, financialAnalysis, strategicRecommendations, marketAnalysis, implementationRoadmap)
• Target Pages: 25-35
• Max Tokens Per Section: 2048

PDF Design Format:

• Template: Comprehensive Consulting Report PDF
• Layout: Multi-column with sidebars
• Page Structure:
  • Page 1: Cover page
  • Pages 2-5: Executive Summary (expanded)
  • Pages 6-10: Operational Analysis (detailed processes)
  • Pages 11-15: Financial Analysis (comprehensive projections)
  • Pages 16-20: Strategic Recommendations (detailed roadmaps)
  • Pages 21-25: Market Analysis (competitive landscape)
  • Pages 26-30: Implementation Roadmap (phased approach)
• Visual Elements: Advanced charts, infographics, flowcharts
• Font Size: Standard (12pt base) with section hierarchies
• Spacing: Dense but organized for comprehensive review

Enterprise Tier

Content Configuration:

• Sections: 8 (executiveSummary, operationalAnalysis, financialAnalysis, strategicRecommendations, marketAnalysis, implementationRoadmap, riskAssessment, competitiveAnalysis)
• Target Pages: 40+
• Max Tokens Per Section: 2048

PDF Design Format:

• Template: Enterprise Consulting Report PDF
• Layout: Professional multi-section with appendices
• Page Structure:
  • Page 1: Cover page with executive branding
  • Pages 2-6: Executive Summary (C-level focus)
  • Pages 7-12: Operational Analysis (detailed workflows)
  • Pages 13-18: Financial Analysis (comprehensive modeling)
  • Pages 19-24: Strategic Recommendations (multi-year roadmap)
  • Pages 25-30: Market Analysis (industry deep-dive)
  • Pages 31-36: Implementation Roadmap (detailed project plans)
  • Pages 37-42: Risk Assessment (comprehensive risk matrix)
  • Pages 43-48: Competitive Analysis (detailed competitor profiles)
• Visual Elements: Premium charts, executive dashboards, detailed matrices
• Font Size: Professional (11pt base) with clear hierarchies
• Spacing: Comprehensive but structured for enterprise review

Template Selection Logic

Current Issue

All tiers are defaulting to "Comprehensive PDF" template (Big 3 Consulting Style, 15 pages), regardless of tier level.

Required Implementation

function selectPDFTemplate(tierLevel, analysisDepth) {
  const templateMapping = {
    'quick': {
      template: 'Executive Summary PDF',
      maxPages: 10,
      layout: 'single-column-executive'
    },
    'standard': {
      template: 'Business Analysis PDF', 
      maxPages: 20,
      layout: 'two-column-business'
    },
    'comprehensive': {
      template: 'Comprehensive Consulting Report PDF',
      maxPages: 35,
      layout: 'multi-column-comprehensive'
    },
    'enterprise': {
      template: 'Enterprise Consulting Report PDF',
      maxPages: 48,
      layout: 'multi-section-enterprise'
    }
  };
  
  return templateMapping[tierLevel] || templateMapping['standard'];
}

Asset Generation Strategy Alignment

HTML Report (All Tiers)

• Single-page interactive dashboard
• Tier-appropriate content depth
• Responsive design for all devices

PDF Selection by Tier

• Quick/Standard: Executive PDF (5-8 pages) + HTML Report
• Comprehensive/Enterprise: Comprehensive PDF (15-20 pages) + HTML Report

Current vs Expected Behavior

Tier	Expected PDF	Current PDF	Content Sections	Status
Quick	Executive (5-8 pages)	Comprehensive (15 pages)	3 sections	Wrong template
Standard	Executive (5-8 pages)	Comprehensive (15 pages)	4 sections	Wrong template
Comprehensive	Comprehensive (15-20 pages)	Comprehensive (15 pages)	6 sections	Correct template
Enterprise	Comprehensive+ (20+ pages)	Comprehensive (15 pages)	8 sections	Needs longer template

Implementation Priority

1. Fix PDF template selection logic - Map tier level to appropriate PDF template
2. Create Executive PDF template - For quick/standard tiers (5-8 pages)
3. Extend Enterprise template - For enterprise tier (20+ pages)
4. Update service descriptions - Align marketing copy with actual deliverables

The content generation is working perfectly - it's the PDF formatting that needs to respect the tier configurations.