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Quaderno - Create PDF, Word, Excel Documents
Quaderno connects with Documentero to automatically create professional tax and compliance documents whenever new sales events occur. With this integration, businesses can generate invoices, tax summaries, or financial reports in .docx, .pdf, or .xlsx formats based on Quaderno’s data. This helps companies stay compliant across different regions while keeping clear, ready-to-share records. The setup works through API, Make, or Zapier, giving flexibility in how you connect the two tools.
Quaderno
Documentero
Triggers
Watch Events — Triggers when selected events have occurred.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Quaderno using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Quaderno using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Quaderno sales events
Create Excel tax summaries from Quaderno transaction data
Export refund confirmation letters from Quaderno into Word documents
Build customer-specific sales reports from Quaderno into Documentero templates
Produce VAT compliance reports from Quaderno in PDF format
Generate credit note documents from Quaderno refund events
Create quarterly financial summaries from Quaderno in Excel
Export Quaderno billing events into professional Word reports
Automatically generate localized tax documents from Quaderno data
Create annual compliance packs from Quaderno sales and tax records
How you can use Quaderno + Documentero
Automated Invoice Generation
Generate a PDF invoice in Documentero each time Quaderno records a new sale.
Monthly Tax Reports
Create a monthly .xlsx tax report using Quaderno’s event data and a Documentero template.
Refund Documentation
Produce a custom refund confirmation document whenever Quaderno logs a refund event.
Compliance Certificates
Generate compliance certificates in .docx format whenever Quaderno confirms tax filing events.
Customer Summaries
Automatically create a yearly sales summary document for each customer using Quaderno’s stored data.
Setup Guides
Zapier Tutorial: Integrate Quaderno with Documentero
- Create a new Zap in Zapier.
- Add Quaderno to the zap and choose one of the triggers (Watch Events). 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 Quaderno trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Quaderno with Documentero
- Create a new scenario in Make.
- Add Quaderno to the scenario and choose one of the triggers (Watch Events). 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 Quaderno trigger.
- Run or schedule your scenario and verify the output.
