Documentero - Document Automation & Generation Software

Product details

Q: Software Clarification Questions

Hello Support Team,

1.) Great product! Can I use or upload my own existing forms and templates with your software features, or does your software features only work within your templstes? If so, please provide instructioms or a training video link?

2.) Can your templates be customized to my company(s) forms and templates format and style types? If so, please provide instructioms or a training video link?

3.) Is all of your company branding removed from anything being sent out to our clients?

4.) Can multiple license be purchased here for different business use cases?

5.) Do you have an use case of a workflow how I can use your software features to create the desired document that intergrates with an e-Signature software?

thomas.anthonyPLUSSep 30, 2025
Founder Team
Jarek23197

Jarek23197

Sep 30, 2025

A: Thomas,

You can upload your own templates in .docx or .xlsx format as long as they use our placeholder syntax. Any formatting or features you include in the template will be preserved in the generated documents.

We donโ€™t add any branding to the outputโ€”you fully own the template content. Our system simply processes it and replaces the parts you choose to control.

With the LTD deal, you can have up to Tier 3 under one account.

For more details and tutorials, please check our documentation and YouTube channel:
๐Ÿ“˜ https://docs.documentero.com

โ–ถ๏ธ http://youtube.com/@documentero

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