TemplateDocs automates document workflows, from gathering information to generating and delivering files. It uses Microsoft Word DOCX templates to create DOCX and PDF documents, retaining Word formatting and supporting dynamic text, links, images, repeated sections, and tables. Workflows collect data through forms or webhooks, apply conditions and formulas, then send results by email or integrations. For batch work, users can run a workflow for each CSV row or generate documents together and download them as a ZIP. The REST API can manage templates and generate documents; integrations include Zapier, Make, and viaSocket. Listed uses include proposals, invoices, onboarding documents, certificates, labels, and reports. Security measures include TLS/HTTPS in transit, encryption at rest through infrastructure providers, organization-level data isolation, role-based access, and restricted production access. Primary infrastructure is in Europe, while authorized personnel in Israel may access production systems when necessary. The service is not designed for payment card data requiring PCI DSS compliance or protected health information requiring HIPAA compliance. Free includes 50 credits, two seats, five templates, five workflows, and 30 days of run history. Starter is 29.00 USD per month.
Who it is for
TemplateDocs suits teams generating recurring or bulk documents from forms, webhooks, CSV files, or connected apps. Its listed use cases include proposals, invoices, onboarding, certificates, and reports.
What is good
- Generates DOCX and PDF files from Word templates.
- Supports CSV-based bulk generation and ZIP downloads.
- Offers a REST API and workflow integrations.
- Free plan includes 50 credits and five workflows.
- Primary application infrastructure is located in Europe.
What to know first
- Free includes only two seats.
- Free run history lasts 30 days.
- Not designed for PCI DSS payment card data.
- Not designed for HIPAA-protected health information.
Verdict
TemplateDocs supports document generation from forms, APIs, and batch CSV workflows, with a free plan and paid plans from 29.00 USD per month. Its stated compliance exclusions make it unsuitable for certain payment-card and health-information workflows.
TemplateDocs plans and pricing
All plansCompared on document automation software
- Free plan
- Yes
- Paid from
- $29/mo
- Template editor
- visual
- Data sources
- online forms, CSV files, JSON/API payloads, webhooks, Zapier, Make, connected apps
- Workflow triggers
- form submissions, incoming webhooks, API calls, connected-app events
- Output formats
- DOCX, PDF
- E-signatures
- No
- API access
- Yes
- Conditional logic
- Yes
