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
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
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
You can customize sender details (name, footer) but if you want to use custom domain for sending out documents it need to be done in your workflow using your inbox
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?
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!
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?
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).
Can you please confirm: - If I use Google Forms to collect data, can I automatically send that data to OpenAI (ChatGPT), then natively integrate the AI response with Documentero to generate a document based on a template, and have the final document sent by email — all automated via Boost.space, Make.com, or Zapier?
Is this process fully supported without complex custom development?
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
Q: Can this generate Excel balance sheets and expence, asset, etc. ledgers?
Jarek23197
Jul 9, 2025A: 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
Jarek23197
Jul 2, 2025A: 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
Share Documentero - Document Automation & Generation Software
Thank you. Do you have a custom domain and/or whitelabelled email?
You can customize sender details (name, footer) but if you want to use custom domain for sending out documents it need to be done in your workflow using your inbox
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.
Jarek23197
Jun 30, 2025A: 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!
Share Documentero - Document Automation & Generation Software
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?
Jarek23197
Jun 27, 2025A: 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).
Share Documentero - Document Automation & Generation Software
Can you please confirm:
- If I use Google Forms to collect data, can I automatically send that data to OpenAI (ChatGPT), then natively integrate the AI response with Documentero to generate a document based on a template, and have the final document sent by email — all automated via Boost.space, Make.com, or Zapier?
Is this process fully supported without complex custom development?
@Jarek - It's ok with this workflow?
Q: Comparation with PandaDoc
Do you have a detailed comparation with PandaDoc ?
Jarek23197
Jun 25, 2025A: 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
Share Documentero - Document Automation & Generation Software