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Vtiger CRM - Create PDF, Word, Excel Documents
Vtiger CRM can connect with Documentero to automatically generate business documents whenever customer or deal records are updated. Using triggers from Vtiger, you can create personalized proposals, invoices, or reports directly from your CRM data. The integration works through API, Make, or Zapier, giving teams flexible options to set up document creation without manual effort.
Vtiger CRM
Documentero
Triggers
Watch Records — Triggers when a record is created or updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Vtiger CRM using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Vtiger CRM using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Vtiger CRM deals
Create Word proposals from Vtiger CRM opportunity data
Export Excel reports from updated Vtiger CRM sales records
Generate customer contracts when new contacts are added in Vtiger CRM
Produce onboarding documents from Vtiger CRM customer records
Create service agreements from Vtiger CRM project data
Export quote documents from Vtiger CRM opportunities
Generate renewal letters from Vtiger CRM subscription records
Create delivery notes from Vtiger CRM order entries
Produce account summary PDFs from Vtiger CRM contact updates
How you can use Vtiger CRM + Documentero
Generate Sales Proposals
When a new opportunity is added in Vtiger CRM, Documentero can create a proposal document using a pre-designed template.
Create Invoices
Automatically produce a PDF invoice whenever a deal is marked as closed-won in Vtiger CRM.
Customer Onboarding Pack
Generate a welcome PDF with account details when a new customer record is created in Vtiger.
Export Meeting Reports
Turn meeting notes stored in Vtiger CRM into formatted Word documents for sharing with clients.
Produce Performance Reports
Automatically build Excel reports from updated sales records inside Vtiger CRM.
Setup Guides
Zapier Tutorial: Integrate Vtiger CRM with Documentero
- Create a new Zap in Zapier.
- Add Vtiger CRM to the zap and choose one of the triggers (Watch Records). 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 Vtiger CRM trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Vtiger CRM with Documentero
- Create a new scenario in Make.
- Add Vtiger CRM to the scenario and choose one of the triggers (Watch Records). 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 Vtiger CRM trigger.
- Run or schedule your scenario and verify the output.
