TemplateDocs
A document automation platform for generating Word and PDF documents.
TemplateDocs is a document automation platform that collects data through forms or webhooks, generates Word (DOCX) and PDF documents from Microsoft Word templates, applies business rules with conditions and formulas, and delivers results automatically via email and integrations within a single workflow. It replaces manual copy-paste and mail-merge processes with visual automation.
Core capabilities include a visual workflow designer, online forms, document generation with dynamic tables, sections, images, links, charts, QR codes, and barcodes, plus conditions, branching, and formulas. AI features cover auto-creating templates and generating forms from templates. Bulk generation runs from CSV uploads, and integrations, a REST API, and webhooks connect existing systems. Output supports DOCX and PDF.
TemplateDocs is aimed at individuals and teams producing recurring documents such as proposals, invoices, HR onboarding documents, certificates, labels, and reports across law, real estate, and accounting. It offers a Free plan with limited credits, seats, templates, and workflows, alongside paid plans with credit-based usage, seat limits, and run history retention. A free trial is available without a credit card, and custom plans can be arranged.
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