I have the following two questions prior to purchasing:
1. Our process involves the following steps: flow like proposal to the customer, customer order, proforma invoice for payment, and sales invoice/delivery note to the customer. If we prepare the proposal using your system and receive the customer order based on it, can the same item, price, quantity, and customer details be transferred to the subsequent steps for the proforma invoice, sales invoice, and delivery note? Or will we need to enter the same information repeatedly?
2. Regarding Boost.space through the Make team, please confirm whether you have integration with Boost.space.
A: 1. Documentero is not storing documents data due to Security design. Until you have fixed number of products and you conditionally hardcode them in document template you need to pass them for every request 2. Yes we do have integration with Make and Boost.space
Unfortunately, the PDF export for documents that contain images does not work at all. They are either not exported at all or only in black. This issue can even be reproduced with the sample document that is provided by Documentero containing the Documentero Logo. I really wonder how such a function could be released. This is a major disappointment for me. I can only get a refund because I can't work with Word documents that require difficult and costly conversions in another workflow. Really unfortunate.
A: PDF export is commonly used by our clients for documents with images (staticly defined in template or dynamically injected), and after double-checking I can confirm that it is working as expected. It seems that the issue you’re encountering is most likely related to the PDF viewer or the specific settings/configuration of the viewer you are using, which might not be rendering the images...
Please also keep in mind that some tools or services (such as mail clients) generate PDF previews (when a PDF attachment is detected), which may display an inaccurate or distorted view of the PDF content until you open it with proper PDF Viewer
I tested three Macs, the only way to view the exports correctly is to use the original Adobe Acrobat Reader; other PDF readers like Apple Preview, PDF Expert, PDF Gear, and Nitro PDF do not work. No issues on both my iPhone and Windows; it opens just fine. How will I know what my client will see? No way that I will tell him to use 'Adobe Acrobat or the latest version of a popular browser'!
It appears that the issues we're experiencing are linked to the recent MacOS Sequoia 15.2 update. I tested it on one of my machines, and everything seemed fine initially; however, after the update, I encountered problems with black images appearing in my documents. THIS DOES NOT SEEM TO BE RELATED TO DOCUMENTERO
Q: I bought a Tier 1 plan. I can not access.
It will not accept my code, because it said code was already used. I can not get into support chat.
Can I get a user to: 1. Respond to a survey via form (say 10 questions) 2. Generate tailored assessment based on response to each question, may be using AI 3. Compile all the tailored suggestions into an document 4. Possibly add a paywall before giving the full Doc / PDF to the client?
A: Hi. This is not possible using only in app features. You can try creating workflow in Zapier/Make that collects data on external survey, call AI and use Documentero for document generation only. We don't have any paywall mechanism build in but you can redirect user to specific url with formatted info/note after form submission/document generation (which a lot of our customers use)
In the 'features' section on the appsumo sales page is 'white label' listed. But i couldn't find any information about what parts are going to be white label. Can you elaborate on that ?
Q: WorkFlow & Boost.space Integration
I have the following two questions prior to purchasing:
1. Our process involves the following steps: flow like proposal to the customer, customer order, proforma invoice for payment, and sales invoice/delivery note to the customer.
If we prepare the proposal using your system and receive the customer order based on it, can the same item, price, quantity, and customer details be transferred to the subsequent steps for the proforma invoice, sales invoice, and delivery note? Or will we need to enter the same information repeatedly?
2. Regarding Boost.space through the Make team, please confirm whether you have integration with Boost.space.
Jarek23197
Dec 20, 2024A: 1. Documentero is not storing documents data due to Security design. Until you have fixed number of products and you conditionally hardcode them in document template you need to pass them for every request
2. Yes we do have integration with Make and Boost.space
Share Documentero - Document Automation & Generation Software
Q: PDF export with images does not work at all...
Unfortunately, the PDF export for documents that contain images does not work at all. They are either not exported at all or only in black. This issue can even be reproduced with the sample document that is provided by Documentero containing the Documentero Logo. I really wonder how such a function could be released. This is a major disappointment for me. I can only get a refund because I can't work with Word documents that require difficult and costly conversions in another workflow. Really unfortunate.
Jarek23197
Dec 16, 2024A: PDF export is commonly used by our clients for documents with images (staticly defined in template or dynamically injected), and after double-checking I can confirm that it is working as expected. It seems that the issue you’re encountering is most likely related to the PDF viewer or the specific settings/configuration of the viewer you are using, which might not be rendering the images...
Share Documentero - Document Automation & Generation Software
Please also keep in mind that some tools or services (such as mail clients) generate PDF previews (when a PDF attachment is detected), which may display an inaccurate or distorted view of the PDF content until you open it with proper PDF Viewer
Verified purchaser
I tested three Macs, the only way to view the exports correctly is to use the original Adobe Acrobat Reader; other PDF readers like Apple Preview, PDF Expert, PDF Gear, and Nitro PDF do not work. No issues on both my iPhone and Windows; it opens just fine. How will I know what my client will see? No way that I will tell him to use 'Adobe Acrobat or the latest version of a popular browser'!
Verified purchaser
It appears that the issues we're experiencing are linked to the recent MacOS Sequoia 15.2 update. I tested it on one of my machines, and everything seemed fine initially; however, after the update, I encountered problems with black images appearing in my documents. THIS DOES NOT SEEM TO BE RELATED TO DOCUMENTERO
Q: I bought a Tier 1 plan. I can not access.
It will not accept my code, because it said code was already used. I can not get into support chat.
Jarek23197
Dec 9, 2024A: Good. That you get it sorted :) Support is available from app chat (we always get back on your email)
Share Documentero - Document Automation & Generation Software
Verified purchaser
I found the answer and the chat
Verified purchaser
You can delete. Thanks
Q: Form > AI > Document
Can I get a user to:
1. Respond to a survey via form (say 10 questions)
2. Generate tailored assessment based on response to each question, may be using AI
3. Compile all the tailored suggestions into an document
4. Possibly add a paywall before giving the full Doc / PDF to the client?
Jarek23197
Dec 9, 2024A: Hi. This is not possible using only in app features. You can try creating workflow in Zapier/Make that collects data on external survey, call AI and use Documentero for document generation only. We don't have any paywall mechanism build in but you can redirect user to specific url with formatted info/note after form submission/document generation (which a lot of our customers use)
Share Documentero - Document Automation & Generation Software
Q: What does white label mean
In the 'features' section on the appsumo sales page is 'white label' listed.
But i couldn't find any information about what parts are going to be white label.
Can you elaborate on that ?
Jarek23197
Dec 9, 2024A: Hi. You can highly customize Document & Shared Forms that generate documents - Customize colors, logo, embeed them on your website...
Share Documentero - Document Automation & Generation Software