Documentero - Document Automation & Generation Software Questions

Showing 1 - 20 of 216 questions

Q: PDF document upload

Hi, can we upload a pre designed pdf and add the desired fields on this pdf?
Then when the form is filled the pdf automatically populates and is being sent? Docdown did this

PitoukingPLUSSep 20, 2024
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Founder Team
Jarek23197

Jarek23197

Sep 20, 2024

A: Documentero document generation service is based on .docx and online templates (created using our editor). If you want to use PDF as template you need to convert it to .docx format first. In terms of document output format we support both .docx and .pdf

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Q: Inquiry About Documentero's Benefits for House Rental Business

Hi there,
I currently manage a long-term house rental business and have been using a Word document for my rental lease agreements. Each time a new tenant moves in, I simply change the name and dates and export it as a PDF.

I'm interested in understanding how Documentero would specifically help streamline this process for me. Could you please share all relevant use case scenarios for my business? I'm particularly curious about features that could enhance efficiency, reduce errors, or improve the overall management of my rental agreements. Is it white label if I sent to send it to my tenant with a link to sign the lease?

Thank you!

GreenPeacePLUSSep 18, 2024
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Founder Team
Jarek23197

Jarek23197

Sep 20, 2024

A: Hi. We have plenty of real estate business using our software. You can use our shareable forms to get contracts, legal documents generated based on data acquired from customers. Our customization options allow you to guide your customers what to do next after filling up the forms you can also create automation workflows in Make, Zapier and other platforms. Please keep in mind that we are not...

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Q: Grist

Hi.Do you have an integration with database system Grist? If you don't have it now, when you do plan to have it? Grist is an alternative to Google sheets, retable, aitable, airtable.

nebo0919PLUSSep 17, 2024
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Founder Team
Jarek23197

Jarek23197

Sep 20, 2024

A: Hi. No plans for integration with Grist as of now but I noted it down as Feature Request. Please keep in mind that you can still do bulk document creation from our app using Bulk Document Generation from spreadsheet data (copy pasting cell/row values) from our app.

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Q: About changelog

Hi. Your changelog page has some errors I believe like it mentions year 2025 with Albato integration. Can you please correct change log page and perhaps update it correctly, because I expected to see some updates for last few months but it's nothing. Thanks

nebo0919PLUSSep 13, 2024
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Founder Team
Jarek23197

Jarek23197

Sep 15, 2024

A: Hi. You are right. We corrected & updated our changelog/roadmap page. We keep working on Documentero and plan to deliver further features and improvements.

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Q: Can a form be autocreated by uploading a pdf?

dennis333PLUSSep 9, 2024
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Founder Team
Jarek23197

Jarek23197

Sep 15, 2024

A: Forms are autocreated but based on uploaded .docx templates (pdf is available only as output mode)

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