Documentero - Document Automation & Generation Software Questions

Showing 1 - 20 of 281 questions

Q: question

1. If I dont want to use google form do you have your own form I can use? also do you have workflow templates you share for make/boost.space? this will help create flows faster based on your knowledge on what works.
2. If I dont have an open AI key but use open router and want to connect a free LLM like deepseek or qwen through open router api key is that available??

WonkaPLUSEdited Jul 19, 2025
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Q: Whitelabel

Does whitelabel also mean that the URL is customizable using a CNAME?

8b9c979756644695a74dc2666da576aaJul 16, 2025
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Q: Confirm flow

Can you please confirm:
- If I use Google Forms to collect data, can I automatically send that data to OpenAI (ChatGPT), then natively integrate the AI response with Documentero to generate a document based on a template, and have the final document sent by email โ€” all automated via Boost.space, Make.com, or Zapier?
Is this process fully supported without complex custom development?

NicolaeJul 13, 2025
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Jarek23197

Jarek23197

Jul 14, 2025

A: Hi. Yes. This is common flow among our customers. Google Form Entry > OpenAI Prompt(s) > Create document using template using Documentero action and sent to specified email. Obviously it requires a flow setup in Zapier/Make(Boost.space). Give it a try on trial account

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Q: Can this generate Excel balance sheets and expence, asset, etc. ledgers?

witsel.ostergaard475Jul 7, 2025
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Jarek23197

Jarek23197

Jul 9, 2025

A: Hi. Yes you can create custom excel template with formulas, summaries and pass dynamic data into it. Please check payslip template sample on our landing page for reference

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Q: Dynamic Addition of Name and email

My workflow need is ;
Buyer Buys Book - I get name, email details through payment gateway- I need to generate my ebook with Buyer Name and email in the ebook. I have pabbly , can I do the same using Documentero?
Secondly I just saw excel document generation feature, Can I generate documents using xlsm files? as documents mentioned about xlsx file only

brijesh90Edited Jul 2, 2025
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Founder Team
Jarek23197

Jarek23197

Jul 2, 2025

A: Hi. Yes you can generate ebooks with dynamic data - We don't have payment gateway inside our app/forms however feel free to setup workflow with Zapier/Make/Pabbly and just generate documents with documentero. Our platform works with docx/xlsx templates

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