Documentero

Document Generation & Automation

Freemium

Description

Documentero is a software tool designed for automated document generation and workflow optimization. It enables users to create both Word (.docx) and PDF documents dynamically from predefined templates. Users can either design templates using the online editor or upload existing .docx files prepared in editors like Microsoft Word or Google Docs, incorporating special tags to mark areas for data insertion, conditional content display, calculations, dynamic images, HTML/Markdown formatting, and even Mermaid diagrams.

The platform offers multiple methods for generating documents, including integrating with systems via a RESTful Cloud API, utilizing shareable and embeddable web forms with customizable fields and conditional logic, processing data from spreadsheets (CSV, Excel, Google Sheets) for bulk document creation, or leveraging an integration with OpenAI's ChatGPT for AI-powered content generation within templates. Documentero also supports integrations with over 5000 applications through platforms like Zapier, Make.com, Pabbly Connect, and offers dedicated integrations for Bubble.io and WebFlow, streamlining document workflows across various business processes.

Key Features

Template Creation: Build templates online or upload .docx files with dynamic tags (fields, sections, smart logic, images, HTML, charts).
Shareable Forms: Automatically generate customizable web forms from templates for data collection.
Form Customization: Adjust field types (text, datepicker, select), order, descriptions, set required fields, and use conditional logic.
API Integration: Use a RESTful API service to generate documents programmatically with JSON data.
Spreadsheet Bulk Generation: Create multiple documents at once by uploading data via CSV, Excel, or Google Sheets.
AI Content Generation: Integrate with OpenAI ChatGPT to automatically generate content for template fields (requires OpenAI API Key).
Format Support: Generates documents in Word (.docx) and PDF formats.
Broad Integration: Connects with 5000+ apps via Zapier, Make.com, Pabbly Connect, Integrately.
Dedicated Integrations: Offers specific plugins/apps for Bubble.io and WebFlow.
Editor Compatibility: Use templates created in Microsoft Word, Google Docs, LibreOffice, etc.

Use Cases

Automating the creation of business contracts and agreements.
Generating personalized invoices or reports in bulk.
Streamlining HR document generation like offer letters or employee agreements.
Creating sales proposals and quotes dynamically.
Producing certificates or personalized marketing materials.
Embedding document generation directly into websites or applications.

Frequently Asked Questions

What text editors are compatible with Documentero?

Any editor that supports .docx format: Microsoft Word, Google Docs, LibreWriter, OpenOffice, Mobile Office.

Do I need technical knowledge to use this app?

Not at all. Anyone who can create document templates in the online editor or docx format can use Documentero easily. Technical knowledge is helpful for API integration.

Can I use Documentero on mobile device?

Yes. The application adapts to the device that is used and behaves like a mobile app on phones.

Are you storing data entered to documents?

No. Data is used only once to generate documents. A special download link is generated which expires shortly after download. The document and entered data are then deleted from memory. Only document templates are stored.