What is it?
Documentero is a cloud-based service for lifetime deal document automation, enabling users to generate Word and PDF files from customizable templates. Utilize API, forms, spreadsheets, or ChatGPT to create documents efficiently, saving time on repetitive creation tasks.
Documentero Features
Documentero offers advanced features for document template creation and automated generation. Enjoy total control with fields, sections, and conditional logic.
Advanced Template Capabilities
Utilize particular placeholders in documents through Fields, and manage whole document sections, pages, or elements using the Sections feature. Control content display or computations via Smart Fields and Smart Sections, showing or hiding parts according to set conditions or computations.
Flexible Template Management
Employ your preferred editor for template management as there’s no need to shift branded templates to an online editor; Documentero supports .docx format for direct uploads and edits. The system parses and updates .docx templates automatically, making form and API updates according to field changes.
Documentero automatically transforms uploaded templates into easily usable web forms, allowing customization of each field’s representation like text fields or date pickers. Conditionally show/hide fields, and generate public share links, enabling others to use a pre-setup form to fill documents for you; you will receive email notifications once completed.
Bulk Generation from Spreadsheets
Create numerous documents at once utilizing the convenient bulk spreadsheet document generation, effortlessly producing batches of files based on your spreadsheet data; input or copy data from sources such as CSV, Google Sheets, or Excel. Each data row represents data for a single document.
API and JSON Generation
Integrate Documentero into systems with its Cloud Service; using RESTful API, submit your template identifier, API key, and JSON data for individual document fields. The system rapidly generates finished documents and a playground for generating documents using sample payloads based on document templates is available.
Automation Platform Integrations
Connect your workflow with more than 5000 applications via Zapier, Make, Integrately, or Pabbly Connect. Map all required fields to document template fields without any coding once you upload templates. Documentero provides two actions on automation platforms along with the dedicated plugins for Bubble.io and Webflow, enabling seamless integration.
OpenAI ChatGPT Integration
Prepare your document content utilizing the integration with OpenAI ChatGPT. (API key is necessary) Simply use the prompt to generate your content and have Documentero fill in your templates, saving valuable time and effort.
Documentero FAQ
What can I use this for?
Documentero has a diverse set of applications. You can check out the YouTube channel for examples or use shared forms that can be embedded on websites.
Is it possible to convert a PDF to plain text via API?
No, this application is for document generation to Docx or PDF format, rather than a conversion service.
Can Documentero create charts and graphics?
Documentero currently lacks support for dynamic chart generation. However, it does allow passing images, including those with charts, by using image URLs or base64 formats.
Where can I see the template samples?
The number of templates per plan refers to the quantity you can upload and use for generating documents, and you can craft any document type; some samples are provided to showcase platform’s operations.
Can these features be accessed in Documentero?
Documentero enables accepting line items with varying characteristics and their summarization. E-signatures are not provided directly; however, the generated documents can be signed using third-party tools that are compatible.
How does Documentero handle security and GDPR?
Documentero doesn’t retain generated documents or user data after their processing. It generates a download link that automatically expires, deleting both document and data from memory afterwards, ensuring a secured process with just template storage.
Does Documentero support Auto-save?
Documents can be saved in various forms; email sending, Google Drive storage, and automation systems setup, among other methods.
Is it possible to add a signature field?
There is currently no direct signature option. You can incorporate a picture of a signature or pair with external e-signature software.
While analytics isn’t currently available in the platform, embedding forms via iFrame and tracking user data with external tools is supported.
Conclusion
Documentero stands as a useful solution for anyone in need of efficient document generation, automation, and integrations. Its ease of use and the fact that it supports Microsoft Word documents provides great value, making it suitable for people ranging from individual users to small-medium sized organizations. Although features like in-app template editing could be desired, its capacity for conditional logic and integrations outweigh minor drawbacks. This lifetime deal represents a strong buy for those looking to enhance their document management processes; however, if you are looking to heavily rely on document editing directly within the app, it might not be a right fit.
