Documentero
Turn your documents into templates that can generate .docx or .pdf documents using shareable forms or API
About the product
Transform Manual Documents into Automated Templates
Drowning in repetitive document tasks? Creating contracts, proposals, and invoices manually is not just tedious—it's error-prone and time-consuming. Your team wastes hours on formatting, copy-pasting, and double-checking details when they could be focusing on more valuable work that drives your business forward.
What is Documentero
Documentero is a cloud-based document automation platform that transforms your existing documents into smart, reusable templates. By embedding special tags and conditions in your Word documents, you can generate perfectly formatted PDFs and DOCX files automatically. Whether through shareable web forms, API integration, or spreadsheet data imports, Documentero eliminates manual document creation while ensuring consistency and accuracy across all your business documents.
Key Capabilities
Custom Document Templates : Convert existing DOCX documents into dynamic templates using simple tags, allowing you to maintain your branded formatting while adding automation capabilities.
Shareable Web Forms : Create public links for clients to submit information directly into your document templates, streamlining data collection and eliminating manual data entry.
Conditional Logic & Smart Fields : Add intelligent sections that appear or hide based on specific conditions, creating truly dynamic documents that adapt to different scenarios automatically.
Bulk Document Generation : Generate hundreds of customized documents simultaneously from spreadsheet data, perfect for mass contract creation, certificates, or personalized communications.
API Integration : Connect with 5000+ applications through Zapier, Make, and direct API access, enabling seamless document automation within your existing workflow systems.
Perfect For
A legal team was spending 4+ hours daily creating client contracts. By uploading their contract template to Documentero and setting up a web form, clients now submit their information directly, and contracts are generated instantly—freeing up 20+ hours weekly for higher-value legal work.
A sales manager needed personalized proposals for dozens of potential clients weekly. Using Documentero's spreadsheet import feature, he now uploads customer data once and generates all proposals simultaneously, reducing proposal creation time from two days to just 30 minutes.
Worth Considering
Documentero offers a free plan for basic needs, with paid plans starting at around $19/month for more document volumes and template capabilities. While extremely powerful for document automation, it's not designed for document signing or advanced PDF editing. The learning curve can be slightly steeper for complex template configurations, though the online editor helps simplify the process. Freemium ($-$$).
Also Consider
Formstack Documents: Better option if you need a complete form-to-document-to-signature workflow in one platform, though at a higher price point.
DocuGenerate: Consider for higher volume document generation needs with more affordable per-document pricing for large batches.
Docupilot: Ideal if you need more advanced PDF form field mapping and better integration with CRM platforms.
Bottom Line
Documentero stands out as a specialized document automation solution that works with your existing templates rather than forcing you to rebuild them. For businesses drowning in repetitive document tasks, it offers the perfect balance of power and simplicity to reclaim countless hours while ensuring document accuracy and professionalism.