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DropFunnels - Create PDF, Word, Excel Documents
DropFunnels connects with Documentero so that every new lead captured in DropFunnels can automatically trigger document creation. Using the integration, businesses can generate contracts, proposals, or reports in formats like .docx, .pdf, or .xlsx without manual work. The setup works through API, Make, or Zapier, giving flexibility for different workflows. This makes it easy to turn lead data into ready-to-use documents right when they are needed.
DropFunnels
Documentero
Triggers
Watch Leads Created — Watch all data coming from the lead generation
Actions
Create Document - Generate Word, Excel or PDF Document based on data from DropFunnels using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from DropFunnels using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from DropFunnels leads
Create personalized invoices when a new DropFunnels lead is added
Export DropFunnels lead data into Excel reports
Build custom onboarding documents from DropFunnels signups
Generate branded proposals from DropFunnels lead information
Produce detailed lead summary sheets as Word documents
Create client agreements from DropFunnels form submissions
Automatically prepare quote documents from new DropFunnels entries
Generate marketing follow-up letters from DropFunnels captured leads
Export DropFunnels contact information into formatted PDF directories
How you can use DropFunnels + Documentero
Instant Proposal Creation
When a new lead is captured in DropFunnels, Documentero generates a personalized sales proposal in PDF format.
Lead Intake Forms
Automatically create a .docx intake form with the lead’s details so your team has a structured document to review.
Welcome Packets
Send new leads a professional welcome packet generated by Documentero as soon as they sign up.
Custom Reports
Build an .xlsx report with all lead information directly from DropFunnels data to share with your sales team.
Signed Contract Templates
Generate a ready-to-sign contract for each new lead using a pre-designed Documentero template.
Setup Guides
Zapier Tutorial: Integrate DropFunnels with Documentero
- Create a new Zap in Zapier.
- Add DropFunnels to the zap and choose one of the triggers (Watch Leads Created). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the DropFunnels trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate DropFunnels with Documentero
- Create a new scenario in Make.
- Add DropFunnels to the scenario and choose one of the triggers (Watch Leads Created). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the DropFunnels trigger.
- Run or schedule your scenario and verify the output.
