How to Create PDF and Docx Documents in Your App with Documentero Plugin - Documentero Plugin

Video Tutorial

In this tutorial, we will walk you through the process of creating PDF and Docx documents in your app using the Documentero plugin. Documentero is a powerful service that allows you to generate custom documents from templates directly within your application. Whether you need to generate simple invoices or complex reports, this plugin has you covered. Let’s get started!

Before we dive into the tutorial, make sure you have the following prerequisites in place:

  1. A registered Documentero account.
  2. Documentero API Key (which you’ll obtain after registration).
  3. Your desired document template in .docx format or created using the Documentero online editor.
  4. Basic familiarity with and how to create workflows.

Plugin Overview:
The Documentero plugin provides two essential actions for document generation:

  1. Documentero - Generate Docx/PDF: This action generates a document and provides an expirable download URL, which you can use to download the document within your app or upload it to Google Drive.

  2. Documentero - Generate Docx/PDF and Send as Email Attachment: This action not only generates the document and provides a download URL but also sends the generated document as an email attachment. You can specify the email subject and message.

Step-by-Step Tutorial:

Step 1: Register with Documentero and Obtain API Key

  • Register for a Documentero account if you haven’t already.
  • Log in to your Documentero account and grab your API Key from the settings section. You’ll need this API Key later to configure the plugin.

Step 2: Create Your Document Template

  • You have two options for creating your document template:
    • Use the Documentero online editor to create your template.
    • Upload an existing .docx template from your computer.

Step 3: Upload Your Template to Documentero

  • Once your template is ready (either created online or uploaded), Documentero will generate a template ID and a sample JSON data model based on the fields detected in your template.

Step 4: Configure the Plugin

  • In your app, install and configure the Documentero plugin.
  • In the plugin configuration, provide your Documentero API Key.

Step 5: Map Dynamic Data

  • Map all the dynamic data from your Bubble app to the template. Ensure that you use “:formatted as JSON-safe” on all fields that you want to pass to the template.

Step 6: Generate Your Documents

  • Now, you’re ready to generate your documents within your app.
  • Use either the “Documentero - Generate Docx/PDF” or “Documentero - Generate Docx/PDF and Send as Email Attachment” action in your workflow, depending on your requirements.
  • If you choose to send the document via email, specify the email subject and message.

As a result of following these steps, you will obtain a document download link. You can use this link to download the generated document within your app or pass it to other actions, such as uploading it to Google Drive. If you opted for the email option, the document will also be sent as an attachment to the specified email address.

With the Documentero plugin, you can effortlessly generate custom PDF and Docx documents in your app, using your own templates and dynamic data. This powerful integration opens up a world of possibilities for document automation within your application.

For a visual walkthrough of this process, you can also watch the tutorial video: Documentero Plugin Tutorial.

Start simplifying your document generation process today with the Documentero plugin for! - Documentero Plugin

Youtube Tutorials - Integrations with Documentero