What is Documentero?
Documentero is a cloud-based document automation service that generates Word and PDF files from customizable templates. It streamlines document creation using API, forms, spreadsheets, and ChatGPT integration.
Documentero Features
Advanced Template Capabilities
- Use Fields for placeholders and Sections to manage document parts.
- Control content with Smart Fields and Smart Sections, showing or hiding elements based on conditions.
Flexible Template Management
- Upload and edit .docx templates directly; no need for an online editor.
- Automatically updates templates when fields change.
Shareable Forms and Designer
- Convert templates into customizable web forms.
- Generate public share links and receive email notifications when forms are completed.
Bulk Generation from Spreadsheets
- Create multiple documents at once using data from CSV, Google Sheets, or Excel.
API and JSON Generation
- Integrate with RESTful API to generate documents using JSON data.
- Includes a playground for testing sample payloads.
Automation Platform Integrations
- Connect with 5000+ apps via Zapier, Make, Integrately, or Pabbly Connect.
- Plugins available for Bubble.io and Webflow.
OpenAI ChatGPT Integration
- Generate document content using ChatGPT prompts (API key required).
Documentero FAQ
What can I use this for?
- Generate documents for various purposes; check the YouTube channel for examples.
Can I convert PDF to plain text via API?
- No, Documentero is for generating documents, not converting them.
Does Documentero create charts and graphics?
- No, but you can pass images (charts included) via URLs or base64 formats.
Where can I see template samples?
- Samples are provided to showcase platform functionality.
Can I summarize line items or use e-signatures?
- Yes, line item summarization is supported. E-signatures require third-party tools.
How does Documentero handle security and GDPR?
- Generated documents and data are deleted after processing; only templates are stored.
Does Documentero support Auto-save?
- Documents can be saved via email, Google Drive, or automation systems.
Can I add a signature field?
- No direct signature option, but you can use images or external e-signature tools.
Does Documentero track shareable forms and documents?
- No built-in analytics, but you can use external tools with iFrame embedding.
Conclusion
Documentero is a powerful tool for document automation, offering advanced features like conditional logic, integrations, and bulk generation. While it lacks in-app template editing, its flexibility and ease of use make it ideal for individuals and small-medium organizations. The lifetime deal is a great value for enhancing document management processes.
