Name: Best way to automate document generation
Item: Documentero - Document Automation & Generation Software
Rating: 5
Author: saghir.hussain

Group

Software

Operations

Sub category

Productivity

Product tag

Business productivity

Best for

Consultants

Developers

Small businesses

Alternative to

Google Docs

PandaDoc

Integrations

Make

OpenAI

Pabbly Connect

Rest API

Zapier

Operating system

Browser-based

Features

White label

Lifetime access to Documentero - Documents Automation

You must redeem your code(s) within 60 days of purchase

Release notes / changelog

Video Tutorials

Help Center / Documentation

Webflow Plugin

Bubble.io Plugin

Exciting Documentero launch on AppSumo!

Jarek

Enjoy advanced template capabilities.You can control particular places in the document using Fields.If you want to control whole sections/pages/parts of a document, use the Sections feature.If you want to show/hide or calculate part of a document based on conditions or calculations, use Smart Fields or Smart Sections.

It's never been easier to edit and automate your documents, thanks to Documentero.

Use your own editor and templates -- no need to move your branded, styled document templates to an online editor.You can use any editor that supports .docx/.xlsx format (like Microsoft Word, Excel, Google Docs, or LibreOffice).We are not forcing you to use our online editor to manage your document templates; you can upload and update them directly from .docx/.xlsx format.Documentero is capable of parsing .docx/.xlsx document templates and managing updates (once you add/remove fields in documents, we will process that and update the forms/API accordingly).

We offer a wide variety of document templates for your use.

Shareable forms + form designer makes work even easier on your end.Once you upload your template, the application automatically prepares an easy-to-use web form.You can customize it by changing each field/section representation (textfield, datepicker, selectbox, radio select, checkbox, etc). You can show/hide dependant fields conditionally.For every form, you can generate a public share link. Others can fill up your documents for you using a pre-setup form. Once the person that you share the link with fills up the form successfully, you will be notified with an email and then you'll be ready to use the document as an attachment.

Check out an example of one of our document templates (in this instance, a rental agreement).

Bulk document generation from spreadsheetCreate multiple documents in one click using convenient Bulk Spreadsheet Document Generation, you can now effortlessly produce batch of documents based on your spreadsheet data.Provide or copy-paste data into spreadsheet (e.g. copy from CSV, Google Sheets or Excel). Each row represents data for one document.Generate documents using API/JSON.You can integrate Documentero with your system or automated process using our Cloud Service.Once you upload your template, you can call our RESTful API with template identifier, apiKey assigned to your account, and JSON with data for individual fields in your document.Our Cloud Service will generate ready-to-use documents in seconds.There is a playground in the app to generate documents with a sample payload (created based on the document template).

Bulk document generation from spreadsheet

Integrate your workflow with 5000+ apps using Zapier, Make, Integrately or Pabbly ConnectOnce you upload your document template, we will analyze all fields, sections, and line items. Then, when you connect Documentero with your favorite automation platform, you can map all fields you need from your trigger/application to the field in your document template without any coding involved.Documentero exposes two actions in automation tools:<ul><li>Generate Document Action</li><li>Generate Document and Send as Email Attachment Action</li></ul> You can use Documentero with Bubble.io and Webflow Plugin using a dedicated Documentero PluginIntegration with OpenAI ChatGPT - Prepare document data using OpenAI prompt ( API Key Required )What are you still waiting for?Get access to Documentero today!<a href="https://www.youtube.com/@documentero" rel="noopener noreferrer" target="_blank">Check our Documentero YouTube Tutorials</a>

Generate documents with Documentero and enjoy a wide variety of integrations.

Generate Word, Excel & PDF documents from custom templates using API,  Forms, Spreadsheets

Documentero - Document Automation & Generation Software

Share Documentero - Document Automation & Generation Software