How it works

The Documotor document automation platform works as either a managed or private cloud solution to maintain dynamic templates and generate documents based on the configurations in your tenant. Our platform at core consists of two entry points.

Administrate in the web application

1. Upload a document

The first step when automating a document processes is to build the supporting template. Start of by taking a document, presentation, or spreadsheet and upload it to Documotor.

3. Tweak visuals Optional

Editing and adjusting visuals, and all other features known from Microsoft Word, PowerPoint, and Excel, can easily be done by downloading the template and making the pixel-perfect changes locally before reuploading the template.
This is what enable virtually limitless flexibility in a familiar and simply setup.

Microsoft WordPower PointMicrosoft Excel

2. Add dynamics

Once it has been uploaded, use our intuitive editor to add dynamics such as:

  • Fields
  • Images
  • Charts and Tables
  • Repeating and conditional sections
  • Reusable template components and template-in-template.

2. Add dynamics

Once it has been uploaded, use our intuitive editor to add dynamics such as:

  • Fields
  • Images
  • Charts and Tables
  • Repeating and conditional sections
  • Reusable template components and template-in-template.

3. Tweak visuals Optional

Editing and adjusting visuals, and all other features known from Microsoft Word, PowerPoint, and Excel, can easily be done by downloading the template and making the pixel-perfect changes locally before reuploading the template.
This is what enable virtually limitless flexibility in a familiar and simply setup.

Microsoft WordPower PointMicrosoft Excel

4. Tweak data Optional

If you data is not a perfect match, then worry not, all templates in Documotor can have a data transformation attached to them. This is where you can perform logical edits, queries, or enhancements of your dataset before it is inserted into the template.

Generate documents using the web API

1. Retrieve the right template

Documotor's REST API offers a practical way to access templates. You can retrieve templates by ID, tags, names, or via a structured folder system, allowing for an organized approach to manage your content according to your use case.

2. Generate a document

Once a user or flow triggers the generation of a document, simply send your data through a POST request and get the finalized document, presentation, spreadsheet, PDF, or HTML back.

3. Multiple environments

Documotor allows for template versioning across different stages like production, staging, and testing. Painless multi-environment deployments using simple controls for immediate go-live and fallback. All you have to do is include a stage ID in your requests.

Does this sound simple? Great - then let's get started!

Start automating