End to end document
workflow automation
Collect data, apply your business rules, generate Word or PDF documents, get them signed, and deliver the results - automatically.
How it works
Build your first workflow in minutes
Four steps from raw data to a signed, delivered document.
Collect data
Share a form, start from a webhook, or trigger from your CRM.
Generate
Turn your data into professional Word and PDF documents.
Apply your rules
Branch, route, and calculate with conditions and formulas.
Sign and deliver
Collect signatures or approvals, then email and store the results.
Watch the overview
TemplateDocs in 1 minute
One platform, end to end
Effortless document automation
Create, customize, sign, and deliver documents with ease.
All-in-one solution
Build complete document workflows without stitching together separate tools.
- Web forms, webhooks, and schedules
- Conditions, branching, and formulas
- Document generation and e-signatures
- Email delivery and cloud storage
- CRM and app integrations
Document-native by design
Create polished documents from flexible templates built with Microsoft Word.
- Use your own Word templates
- Generate PDF and DOCX files
- Dynamic tables, sections, and links
- Charts, images, QR codes, and barcodes
- Preserve formatting, branding, and layout
Fast and simple
From document to working automation in minutes, without code or complex setup.
- No code and nothing to install
- Build and publish in minutes
- Auto-create templates with AI
- Forms from your templates
- Bulk generation from spreadsheets
Who it's for
Built for the documents you send every day
Proposals, invoices, client reports, and more - see how to automate them.
FAQ
Frequently asked questions
Can't find what you're looking for? Email us at support@templatedocs.io.
TemplateDocs is a document automation platform that helps you create and run end-to-end document workflows.
Collect data through forms, webhooks, or your CRM, generate Word and PDF documents from dynamic templates, get them signed, and deliver the results through email and integrations - all in one workflow.
Absolutely! Our service is designed for everyone.
If you can edit a Microsoft Word document, you can create templates in TemplateDocs. And building workflows is as easy as dragging and dropping steps in the visual workflow designer. Collect data through forms, and generate and deliver documents - all without writing code.
For those needing more control, Webhooks and the REST API are also available and require only basic programming knowledge.
Yes. TemplateDocs lets you send documents for legally binding electronic signatures. Signers receive an email invitation and can sign from any device, without creating an account.
You can also automate the entire process, from generating documents and collecting signatures to delivering the signed PDFs by email, cloud storage, or your CRM.
E-signatures are available on paid plans.
In TemplateDocs, templates are plain Microsoft Word files (DOCX). From these templates, you can generate DOCX and PDF documents.
Documents are generated in a few seconds. A typical one-page document takes about 1 second to generate as a DOCX output, and 5 seconds when outputting as PDF. Processing time may vary depending on the content complexity.
Yes. Upload a CSV file and TemplateDocs runs once per row - no mail-merge sessions, no copy-paste.
You can either use Bulk Start to run a full workflow for each row, or use quick bulk generation to create documents directly from a template and download them as a ZIP file.
Yes. Every published form gets a public link you can share with anyone, and a small HTML snippet so you can embed the form directly in your own website.
Pricing in TemplateDocs is based on credits. Please visit our pricing page for more details.
Yes. You can start with the Free plan immediately, without entering a credit card.
Your workflows and templates remain available if you later upgrade to a paid plan.
Reach out through our contact form or email us at support@templatedocs.io. We usually reply within 24 hours.
Stop copy-pasting.
Start automating.
Automate your document workflows.
Build one today, go live in minutes.
