Processes examples¶

Review examples of document generation processes to get started.

By document format:

• Create DOCX document from template

• Create XLSX document from template

• Create PPTX document from template

• Create HTML from template

• Create PDF from DOCX template

• Create PDF from HTML template

• Batch generate event tickets from HTML template based on CSV rows

• Auto populate fillable PDF template

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

By integration:

• All

• eSignature

• Forms & Surveys

• Sales & CRM

• Commerce

• Communication

• Content & Files

• Human Resources

• Marketing automation

• Analytics & Reporting

• IT & Engineering

• Productivity

• Customer support