Create template online using our online builder or upload your .docx (Word) or .xlsx (Excel) template prepared in your editor, enter special tags in places that you want to control
Decide how each template field should be represented on web form or integrate with your system using Cloud API.
Generate Word, Excel or PDF documents using Web Forms or API. You can receive documents by email.
You are preparing the document template once. Afterward, you can enjoy Word, Excel & PDF Automated Document Generation.
We support docx / xlsx file format. You can use any software to create your templates: Microsoft Word/Excel, Google Docs/Sheets, LibreOffice...
You don't need any technical knowledge to automate your document generation. Our documents templates are as easy to create as any regular document
Your documents always follow template patterns. They are formatted correctly and prone to any human errors during manual data enter (like missing parts)
You need to provide placeholders in the document template (field name in curly brackets). It's as simple as that.
If the same field is repeated in other parts of the template we will detect that and fill the document accordingly (with the value provided only once).
If you want to show/hide some part of the document conditionally you can use a special section tag that starts with "#".
Sections could have subfields inside and they can work in singular or multiple modes ( e.g. You can use them to render a table/lists/parametrized paragraph.)
Smart fields use a special tag that starts with "$". They cannot be provided by a user. Those fields are build or calculated based on existing nonsmart regular fields. They can be used for simple or advanced automated calculations from provided values or other combinations like concatenating text.
This type of fields supports smart conditions and calculations.
Smart sections use a special tag that starts with "#$". They cannot be provided by a user.
They support calculations and conditions on regular fields. The difference is that they can show or hide part of the template (like a paragraph or some text that appears based on some condition or value is higher than x).
You can add dynamic images into your templates using "%" prefix.
You can inject logos, photos or images into your documents dynamically. It's possible using special field type (available in API mode using Base64 format or image URL).
You can add HTML Field into your templates using "*" or "!" prefix.
Users have the capability to input content in HTML or Markdown format within designated fields of their document template. The platform is designed to seamlessly transform these inputs into Docx/PDF formats, supporting a wide array of HTML / Markdown elements. These elements include, but are not limited to formatted text, headers, tables, links, images, as well as ordered and unordered lists.
You can add Charts/Diagrams into your templates inside HTML/Markdown syntax.
Users have the capability to include charts, diagrams, and other visual elements using the Mermaid syntax within designated fields of their document template. The platform is designed to seamlessly interpret Mermaid code and render it as fully visualized diagrams in the final Docx/PDF output. Supported diagram types include, but are not limited to, flowcharts, sequence diagrams, class diagrams, Gantt charts, and entity-relationship models. This feature enables users to embed complex, structured visual content using simple, text-based definitions directly within their document generation workflow.
Rental Agreement DOCX
Invoice Template DOCX
Payslip Template XLSX
Once you upload your template, application automatically prepare easy to use web form.
You can customize it by changing each field/section representation (textfield, datepicker, selectbox, radio select, checkbox...), order, description, label. Feel free to re-order fields, divide them into groups, and set them as "required fields".
Conditional Fields Support You can also conditionally show or hide fields based on user input and selections within the form.
For every form, you can generate a public share link. Others can fill up your documents for you using a pre-setup form.
You have full control over messages before and after successful submission, you can also allow download documents to submitter, everything is configurable.
Once person that you share link with fill up form successfully you will be notified with email and ready to use document as attachment
If you use share link-filled, ready to use documents will land on your email inbox instantly, together with the submitter's email and name.
You can also email/notify the submitter with confirmation or attached document if you configure to do so.
Once you create and customize your shared form that can generate documents using our platform then can embed it on your website as a widget.
This dynamic form feature inherently adapts its dimensions and layout to the space allocated on your website, thereby enabling the streamlined generation of documents directly from your website.
You can integrate Documentero - Document Generation Tool with your system or automated process using our Cloud Software.
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
For each document, we will generate a sample API call based on detected in template fields and sections. You just need to replace JSON values with data that should be injected into document templates.
You can call our Cloud API endpoint for your document templates using prefilled JSON Editor on our web platform.
If you use share link-filled, ready to use documents will land on your email inbox instantly, together with the submitter's email and name.
You can also email/notify the submitter with confirmation or attached document if you configure to do so.
Create multiple documents in one click using convenient Bulk Spreadsheet Document Generation, you can now effortlessly produce batch of documents based on your spreadsheet data (CSV / Excel / Google Sheets).
Provide or copy-paste data into spreadsheet (e.g. copy from CSV, Google
Sheets or Excel). Each row represents data for one document.
Say goodbye to the time-consuming and tedious task of crafting documents from scratch. With our advanced Integration with OpenAI ChatGPT, you can now effortlessly produce professional-quality documents tailored to your unique needs.
Simply input what kind of document you want to generate, describe desired
content for fields in your template and let ChatGPT do the heavy
lifting. (OpenAI API Key required)
Feel free to use docx. (Word) or .xlsx (Excel) advanced formatting capabilities.
All styles, headers are going to be considered including replaced values. Parts of document could be conditionally hidden or calculated/formatted.
Any editor that supports .docx format: Microsoft Word, Google Docs, LibreWriter, OpenOffice, Mobile Office
Not at all. Anyone who can create document templates in our online editor or docx/xlsx format can use Documentero easily. If you want to integrate your system/solution using API technical person should be involved.
Yes. Our application adapts to device that is used. On phone it behaves like an mobile app
No. We use data to generate documents once. We generate a special download link that expires in a few minutes after document download. After that document and entered data is deleted from memory. It makes the process more secure for you and your data. We are storing only document templates
At Documentero, we prioritize the protection of your privacy. Our software is intentionally designed to refrain from storing documents customer data or generated documents. For further details, we encourage you to review our comprehensive Privacy Policy.