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FastField - Create PDF, Word, Excel Documents
FastField connects with Documentero so that every submitted form can instantly create professional documents in the formats you need. When a user completes a mobile form, the data can be passed directly into custom templates in Documentero. This makes it easy to turn field reports, checklists, or inspections into ready-to-share PDF, Word, or Excel files. The integration works through API, Make, or Zapier, giving flexibility for different workflows.
FastField
Documentero
Triggers
Watch Form Submissions — Triggers when a new Form is submitted to FastField.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from FastField using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from FastField using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from FastField form submissions
Create Word documents from mobile inspection forms
Export FastField safety checklists into Excel spreadsheets
Build formatted contracts from client intake forms collected in FastField
Create job completion certificates from FastField data
Generate delivery notes in PDF when drivers submit FastField forms
Produce maintenance logs in Word format from FastField submissions
Export compliance audit results from FastField into structured Excel files
Automatically create invoices from FastField order forms
Generate project status reports from FastField entries into PDF
How you can use FastField + Documentero
Inspection Reports
Generate a polished PDF inspection report automatically when a field technician submits a FastField form.
Work Orders
Convert submitted job forms into standardized .docx work order documents for office records.
Safety Checklists
Create Excel files from safety checklist submissions to track compliance across multiple sites.
Client Agreements
Turn signed client intake forms into formatted contracts using Documentero templates.
Expense Logs
Export expense entry forms into a consolidated PDF report for accounting.
Setup Guides
Zapier Tutorial: Integrate FastField with Documentero
- Create a new Zap in Zapier.
- Add FastField to the zap and choose one of the triggers (Watch Form Submissions). 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 FastField trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate FastField with Documentero
- Create a new scenario in Make.
- Add FastField to the scenario and choose one of the triggers (Watch Form Submissions). 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 FastField trigger.
- Run or schedule your scenario and verify the output.
