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Endorsal - Create PDF, Word, Excel Documents
Endorsal connects with Documentero to turn customer testimonials into ready-to-use documents. When a new testimonial is collected, it can automatically be added into a branded PDF, Word, or Excel file. This makes it easy to create professional reports, marketing materials, or client-facing documents without manual copy-pasting. The integration works through API, Make, or Zapier for flexible setup.
Endorsal
Documentero
Triggers
Watch New Testimonials — Triggers when a new testimonial has been created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Endorsal using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Endorsal using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate a PDF of new customer testimonials from Endorsal
Create a Word document with client feedback collected through Endorsal
Export Endorsal testimonials into an Excel file for team review
Build a branded testimonial booklet from Endorsal entries
Generate a sales proposal that includes the latest Endorsal endorsements
Create a client-facing report with real-time testimonials from Endorsal
Automatically add Endorsal testimonials into a case study template
Produce a presentation handout with customer quotes from Endorsal
Export Endorsal feedback into a formatted PDF for marketing campaigns
Generate a testimonial archive document updated with each new submission
How you can use Endorsal + Documentero
Client Testimonial Report
Automatically generate a PDF report that includes each new testimonial collected in Endorsal.
Marketing Pack
Create a Word document with the latest testimonials formatted for use in brochures or proposals.
Team Update
Send a weekly Excel file of new testimonials to share with your sales or support team.
Customer Portfolio
Build a running document that adds new testimonials as they come in, ready to share with potential clients.
Case Study Draft
Combine testimonials with standard case study templates in Documentero to quickly draft new materials.
Setup Guides
Zapier Tutorial: Integrate Endorsal with Documentero
- Create a new Zap in Zapier.
- Add Endorsal to the zap and choose one of the triggers (Watch New Testimonials). 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 Endorsal trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Endorsal with Documentero
- Create a new scenario in Make.
- Add Endorsal to the scenario and choose one of the triggers (Watch New Testimonials). 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 Endorsal trigger.
- Run or schedule your scenario and verify the output.
