Automate document
workflows end to end

Collect data, apply your business rules, generate Word or PDF documents, and deliver the results - automatically.

Get started for FREE, no credit card required
Your templates, your documents, your way
Connects with your tools
Google DriveGoogle SheetsZapierMake.comJavaScriptPythonJavaC#WebhooksREST API

How it works

Build your first workflow in minutes

Four steps from raw data to a delivered document.

1
Client intake
Full name
Jane Smith
Submit

Collect data

Share a form, or start from a webhook.

2
Engagement letter
Dear {{ Name }},
PDFDOCX

Generate

Word templates in, polished documents out.

3
Check priority
Flow control
High valueStandard

Apply your rules

Branch, route, and calculate - no code.

4
Emailed
Stored
Filed

Deliver

Email, store, and file the results automatically.

Watch the overview

TemplateDocs in 1 minute

One platform, end to end

Effortless document automation

Create, customize, and deliver documents with ease.

All-in-one solution

Build complete document workflows without stitching together separate tools.

  • Forms and webhook triggers
  • Conditions, branching, and formulas
  • Document generation and delivery
  • Integrations with your existing systems

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 images
  • 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
  • Create forms from templates

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 or webhooks, generate Word and PDF documents from dynamic templates, and automatically 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.

  • 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.

  • 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.

  • Email us at support@templatedocs.io and we usually reply within 24 hours.

Stop copy-pasting.
Start automating.

Automate your document workflows.
Build one today, go live in minutes.

Get startedFree plan available - no credit card required