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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    Does this plugin work with external image URLs?

    It works with external images. However it would show a non-responsive image as it cannot compute the srcset attribute.

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    Does the "Gravity Forms For Divi" plugin support theme "Extra" by Elegant themes?

    Yes, the Gravity Forms For Divi plugin supports theme Extra by Elegant themes.

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    Does the FAQ Manager plugin supports Divi theme?

    Yes, we support divi theme. We have included a Faq List divi module. For details visit https://wptools.app/how-to/how-to-use-divi-faq-module-on-a-theme-page/

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    How to cancel your recurring subscription?
    • Login to your accounts Renewals & Billing section
    • Active subscriptions will have a green label on the STATUS column and will start with AUTO RENEW ON
    • Click the row of the subscription that you’d like to cancel.
    • In the subscription’s advanced panel, and then click the Cancel Auto-Renew link.
    • A confirmation dialog giving you the option to set up an email reminder instead of canceling right away shows on the browser.
    • You can submit a feedback and let us know why you are canceling the subscription. Your feedback will help us improve our offering.
    • Press the Send & Cancel renewals button to complete the cancellation

     

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    What are the dependencies for "Divi Responsive Image Sizes" plugin

    Yes – It depends on Divi theme from elegant themes.

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    Does the FAQ Manager plugin support gutenberg block editor?

    Yes, we support Gutenberg Block Editor. We have included a FAQ List block within the plugin. For details visit https://wptools.app/how-to/add-faq-section-in-wordpress-with-faq-gutenberg-block/

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    How to update your payment-method / credit card / PayPal?
    • Login to your accounts Renewals & Billing section.
    • Locate the subscription that you'd like to update its payment method and select it by clicking on its row.
    • This will open the subscription’s advanced panel.
    • Then, click on the Update button next to the payment method, and checkout with your new payment method.
    • The initial payment will be automatically prorated based on the next renewal date.
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    How to upgrade from a single site license to N-sites license?
    • Login to your accounts Renewals & Billing section.
    • Locate the subscription that you'd like to upgrade its license's sites limit and select it by clicking on its row
    • This will open the subscription’s advanced panel.
    • Then, next to the plan, click on the Upgrade To .. dropdown list and choose the plan and license you'd like to upgrade to
    • The initial payment will be automatically prorated.
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    Can I use the FAQ Manager plugin on any theme?

    Yes, you can use the FAQ Manager on any theme. We have included a WordPress Shortcodewpt_faqs, that can be used to list FAQs alongside any WordPress theme.

    For details visit – https://wptools.app/how-to/faq-shortcode-documentation/

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    How to move a license from one website to another?
    • Login to the Websites section.
    • Click on the row of the website that has the license you'd like to deactivate.
    • If there are multi-products running on that site, the next screen will show you all the products.
    • Click on the relevant product to open the details panel.
    • Click the Deactivate button under the LICENSE section.
    • Once deactivated, you’ll be able to reuse the license on any other website.
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    Does this plugin generate FAQ structured schema data for SEO?

    Yes, this plugin automatically handles FAQ structured schema data. This ensures, search engines like Google & Bing, can read them.

    FAQ structured data are known to increase traffic to your website. It’s totally upto search engines to include your FAQs on the search results.

    To verify the correctness of your FAQ items, kindly read this article https://wptools.app/how-to/verify-faq-schema-data-using-google-structured-data-testing-tool/

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    How to add a Tax / VAT ID and business details to your invoices?
    • If you didn't enter a Tax / VAT ID during checkout, then it's possible to do it afterwards.
    • It's important to have these details on your invoice.
    • Go to My Profile and update the billing information.
    • Orders History will have invoices with your Tax / VAT ID.
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    Do you offer a FREE trial for the FAQ Manager plugin?

    Yes, we offer a 7-day FREE trial for the FAQ Manager plugin. We don’t ask for upfront payment details during the trial.

    If you happen to purchase the plugin, we offer a 14-day money back gaurantee. For details on the gaurantee please refer to the moneyback guarantee section just below the pricing table.

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    How do I get a PDF invoice for my payments?
    • You can access your payments in the Orders History section.
    • To get a PDF invoice of a payment, click the button of the payment’s record.
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    Does the FAQ Manager plugin supports theme "Extra" by Elegant Themes?

    Yes, the FAQ Manager plugin works with theme “Extra” from Elegant themes.

    It works in the frontend builder, like Divi Theme. Hence the instructions are same that we use for Divi Theme – https://wptools.app/how-to/how-to-use-divi-faq-module-on-a-theme-page/

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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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