Documentero - Document Automation & Generation Software Questions

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Q: Can this generate Excel balance sheets and expence, asset, etc. ledgers?

witsel.ostergaard475Jul 7, 2025
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Founder Team
Jarek23197

Jarek23197

Jul 9, 2025

A: Hi. Yes you can create custom excel template with formulas, summaries and pass dynamic data into it. Please check payslip template sample on our landing page for reference

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Q: Dynamic Addition of Name and email

My workflow need is ;
Buyer Buys Book - I get name, email details through payment gateway- I need to generate my ebook with Buyer Name and email in the ebook. I have pabbly , can I do the same using Documentero?
Secondly I just saw excel document generation feature, Can I generate documents using xlsm files? as documents mentioned about xlsx file only

brijesh90Edited Jul 2, 2025
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Founder Team
Jarek23197

Jarek23197

Jul 2, 2025

A: Hi. Yes you can generate ebooks with dynamic data - We don't have payment gateway inside our app/forms however feel free to setup workflow with Zapier/Make/Pabbly and just generate documents with documentero. Our platform works with docx/xlsx templates

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Q: Unlimited Document Generation Plan?

Hi, I saw a similar question was asked last year, but I wanted to check if anything has changed. Do you now offer a plan with unlimited document generation?

Thanks.

jackie685PLUSJun 29, 2025
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Founder Team
Jarek23197

Jarek23197

Jun 30, 2025

A: While we appreciate the interest, we’re currently not offering any unlimited plans or LTD plans beyond Tier 3. This decision helps us ensure long-term sustainability and maintain the quality of our service. Let us know if you have any other questions!

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Q: integrate ChatGPT + Documentero

A. Is it possible to integrate ChatGPT in a way that the responses are automatically generated into a document?
I'm thinking of a workflow like this:
1. Online form – the user submits a request;
2. Based on the content of the request, ChatGPT + Documentero automatically generate the appropriate document;
3. The generated document is sent as an email attachment to the person who submitted the form.

B. Is it possible to automate this process using Boost.space?

NicolaeJun 25, 2025
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Founder Team
Jarek23197

Jarek23197

Jun 27, 2025

A: We don’t have a built-in AI option for use directly within our native forms. However, it’s a common use case with Documentero to collect data from various sources or third-party form submissions (such as Google Forms), send the responses to OpenAI for processing, and then generate the final document based on the AI responses using a Documentero action.

To achieve this, you'll need to create a custom workflow using Zapier, Make.com, or Boost.space (which is fully supported, as it’s based on Make.com).

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Q: Comparation with PandaDoc

Do you have a detailed comparation with PandaDoc ?

NicolaeJun 24, 2025
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Founder Team
Jarek23197

Jarek23197

Jun 25, 2025

A: Hi. Documentero focus is on advanced document generation with variety of dynamic elements that could be added to output documents where PandaDoc is mostly for approvals/e-signatures of existing documents

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