WordPress Document Automation Pro Logo

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

5 Sites

$ £ 24.99 MO
  • Unlimited Document Templates
  • Unlimited Document Categories
  • Unlimited Input Forms
  • Gravity Forms Plugin bundled (unlicensed)

Unlimited Sites

$ £ 66.99 MO
  • Unlimited Document Templates
  • Unlimited Document Categories
  • Unlimited Input Forms
  • Gravity Forms Plugin bundled (unlicensed)
All plans have a 14-days Money Back Guarantee refund policy.

You are fully protected by our 100% Money Back Guarantee. If during the next 14 days you experience an issue that makes the plugin unusable and we are unable to resolve it, we'll happily consider offering a full refund of your money.

Secure payments by Freemius - Sell and market freemium and premium WordPress plugins & themes

FAQs

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    How to install and activate a plugin?
    1. Download the plugin
      After purchasing a product, you'll receive 2 emails. The first will provide you with a link to download the plugin, along with your license key. The second email, after successful payment, will provide a receipt and a secure link to download your PDF invoice. Note: For lifetime license you’ll receive a single email. For Apple's Safari browser, disable its default ZIP auto extraction setting before downloading. Safari user's watch this video https://youtu.be/CbKgEv47WVA
    2. Upload the paid product to WordPress
      Now that you've downloaded the premium zip file, you are ready to upload it to your WordPress website. How to upload and activate a plugin/add-on? Watch this video
    3. Activate the product with your License Key
      Product purchased from within the WP Admin dashboard have the license key activated on upgrade. Otherwise, on activation, a license activation screen shows up. Enter the key provided in your email and click Agree & Activate License. Your product is now activated and you'll can begin to set it up.
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    How do I update my plugin?
    • Plugin updates become available automatically through your WordPress admin dashboard.
    • When one is available, click Update. As long as you have an active license, it will update to the latest version.

Changelogs

== 1.1.0 ==

01/06/2019 - Freemius integration

== 1.0.0 ==

16/05/2019 - Initial version

Version: 1.1.0
Last Updated: 01/06/2019
WordPress Version: 4.9.8 and above
Tested On: WordPress 5.2.2
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