Introduction

TemplateDocs helps you automate document workflows end-to-end, from capturing data to generating documents and delivering them where they need to go.

How it works

A typical workflow follows a simple pattern:

1. Start with a trigger - a form submission, webhook, or API call.
2. Apply logic - use conditions and formulas to decide what happens next.
3. Generate documents - merge your data into templates to produce Word (.docx) or PDF files.
4. Deliver the result - send via email, upload to storage, update records, or integrate with another system.

Document templates

Templates define the content and layout of your documents. Workflows handle everything around them - data, logic, and delivery.

TemplateDocs uses standard Word (.docx) files with dynamic fields (tags):

• Insert text, links, and images directly into your document
• Repeat sections for lists or tables
• Keep all formatting - including styles, colors, and layout

Templates are easy to edit in Word, our online editor, or any tool that saves .docx files.

Choose your starting point

Most teams start with a workflow - it gives you a complete, automated flow from input to output. But you can choose what works best for you:

• Workflows (recommended) - Use when you need to capture data, apply logic, generate documents, and deliver them automatically.
• Direct generation - Use when you just want to generate documents, either manually in the online editor or programmatically via the API.

Next steps

• Learn more about Workflow automation
• See more template examples, or explore additional template features
• Discover the power of Formulas for advanced calculations and transformations
• Read the API documentation

Ready to try it? Create your first workflow