Getting started

  • Introduction
  • Create a new process
  • Configure template
  • Configure output settings
  • Add deliveries
  • Start process
  • Processes examples
    • Create DOCX from template
    • Create XLSX from template
    • Create PPTX from template
    • Create HTML from template
    • Create PDF from DOCX template
    • Create PDF from HTML template
    • Auto-populate fillable PDF
    • Batch generate event tickets from HTML template based on CSV rows
    • Plumsail Forms
    • DocuSign
    • signNow
    • Adobe Sign
    • Xodo Sign
    • Airtable
    • Shopify
    • SharePoint
    • Stripe
    • Smartsheet
    • Microsoft Forms
    • Dynamics CRM
    • Typeform
    • Teachable
    • Pipedrive
    • HubSpot
    • Cognito Forms
    • Trello
    • ClickUp
    • FreshBooks
    • Google Forms
    • Google Sheets
    • Gravity Forms
    • JotForm
    • Kommo
    • PayPal
    • Wufoo
    • Zoho CRM
  • Training videos

Integrations

  • Power Automate
  • Power Apps
  • Airtable
  • Zapier
  • Make
  • REST API
  • 2000+ integrations

Templates syntax

  • Word DOCX templates (Modern)
  • Word DOCX templates (Classic)
  • Excel XLSX templates
  • PowerPoint PPTX templates
  • Fillable PDF
  • HTML templates

Forms

  • Auto-generated forms
  • Rich custom forms

General

  • Licensing details
  • Release notes
  • Architecture
  • Data protection and security
  • Data center location
  • Service level agreement
  • Status page

Account management

  • API Keys
  • Reports
  • Recycle bin
  • Subscriptions
  • Account settings
  • Audit log
  • Manage team

PDF processing and more

  • Convert DOCX, XLSX, PPTX, HTML to PDF
  • Convert DOC, XLS, PPT to DOCX, XLSX, PPTX
  • Extract data from fillable PDF forms
  • Protect PDF files
  • Add watermarks
  • Split PDF
  • Merge PDF
  • Compress PDF
  • Read CSV files
  • Convert CSV files to Excel
  • Extract data using regular expressions
  • Fill merge fields in DOCX document
  • Value properties in DOCX, XLSX and PPTX templates
  • Operations in DOCX, XLSX and PPTX templates
Documentation › Processes examples

Processes examples

Review examples of document generation processes to get started.

By document format:

  • Create DOCX from template
  • Create XLSX from template
  • Create PPTX from template
  • Create HTML from template
  • Create PDF from DOCX template
  • Create PDF from HTML template
  • Auto-populate fillable PDF
  • Batch generate event tickets from HTML template based on CSV rows

By document type:

  • Create invoices from DOCX template

  • Create invoices from HTML template

  • Create purchase orders from XLSX template

  • Create order confirmations

  • Create company reports from PPTX template

  • Populate applications for employment

  • Create sales contracts from your system

  • Create course completion certificates from your system

  • Generate event tickets

  • Generate on-site report

  • Generate HR documents for onboarding remote employees

By integration:

  • Plumsail Forms
  • DocuSign
  • signNow
  • Adobe Sign
  • Xodo Sign
  • Airtable
  • Shopify
  • SharePoint
  • Stripe
  • Smartsheet
  • Microsoft Forms
  • Dynamics CRM
  • Typeform
  • Teachable
  • Pipedrive
  • HubSpot
  • Cognito Forms
  • Trello
  • ClickUp
  • FreshBooks
  • Google Forms
  • Google Sheets
  • Gravity Forms
  • JotForm
  • Kommo
  • PayPal
  • Wufoo
  • Zoho CRM
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