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WordPress Document Automation Pro

  • Fill a form and generate your Word Documents.
  • Automate repetitive work and save time.
  • Produce error free documents.

WHY DOCUMENT AUTOMATION

Most businesses need to create repetitive documents. It can be compliance, banking, invoicing, receipts, vouchers etc.

Creating these documents is

  • Repetitive and hence boring.
  • Don't add any value to your business
  • Time consuming
  • Error prone since we do it by force rather than by choice.
  • Consume extra time to fix errors. Viscous circle!

Document Automation - Fill & submit form. Download generated word documents

As a solopreneur, business owner or an employee its our responsibility to create them.

Create documents in minutes by filling a form

What if,

  • I promise to take the pain away from creating these documents?
  • You are able to create documents by filling a form?
  • It takes a minute or two to fill the form rather than an hour if done manually?

If so, we have a solution for you. It's called Document Automation. It's going to make your life a little easier.

WHAT IS DOCUMENT AUTOMATION

  • It's an automated software system which builds the content of a document rather than a human.
  • It's a process which transforms your word document templates into final documents.

Key advantages of using document automation

  • Responsiveness: Delivery documents in a fraction of time
  • Being responsive makes your client happy and increases your brand value.
  • Saves labor costs and increases profitability.
  • Eliminates errors arising from cut-paste process in a non-automation scenario.
  • Standardizes the document creation process and is no longer dependent on any individuals.
  • You have more free time to make your business more profitable.

A software system that creates documents using user submitted data.

HOW IT WORKS?

Step 1 : Create Document Templates

A document template is a blueprint document. It contains placeholder elements. These elements get replaced with user submitted data.

We use LibreOffice to create the document

Refer to this guide on how to create a document template from a pdf

Step 2 : Upload & Categorize Document Templates

Each document template gets uploaded on a page in the WordPress Admin.

Assign one or more categories to the page. A category groups related documents together.

Step 3: Create Input Form

To capture user input we need to create a form. For this we use Gravity Forms.

Each category needs a corresponding form.

Integrated is a single-click form creation functionality. No need to create the form manually.

WordPress Document Automation Pro plugin includes Gravity Forms

Step 4: Create Final Documents

Each category links to a form. The links are available on the category listing page.

Filling and submitting a form creates the word documents. You can then download each of your documents.

Refer to this guide on setup, categorize templates & generate word documents

FAQs

== Where do I find my API key? ==

It is emailed to you when you make the purchase/trial. It can also be found at My Accounts page


Changelogs

== 1.1.0 ==

01/06/2019 - Freemius integration

== 1.0.0 ==

16/05/2019 - Initial version

OVERVIEW

Version: 1.1.0
Last Updated:
WordPress Version: 4.9.8 and above
Tested On: WordPress 5.2.2

ANNUAL PLANS

Secure payments by Freemius - Sell and market freemium and premium WordPress plugins & themes
Start a 7 day FREE trial. No upfront payment required. Pay after the trial period has expired to continue using the plugin.