Create PDF and Docx Documents in Your WebFlow Site with Documentero App
Video Tutorial
Introduction:
In today’s fast-paced digital landscape, businesses and individuals are constantly seeking innovative ways to streamline their workflows and enhance productivity. If you’re a Webflow user, you’re likely familiar with its intuitive website-building capabilities. However, what if we told you there’s a powerful new WebFlow app that can take your Webflow site to the next level by enabling you to effortlessly generate DOCX and PDF documents without leaving your site?
In this article, we’ll introduce you to a game-changing webflow app that will revolutionize the way you handle document generation, making it more accessible, efficient. Documentero is a powerful service that allows you to generate custom documents from templates directly within your Webflow Site. Whether you need to generate simple invoices or complex reports, this plugin has you covered. Let’s get started!
Prerequisites:
Before we dive into the tutorial, make sure you have the following prerequisites in place:
- A registered Documentero account.
- Your desired document template in .docx format or created using the Documentero online editor.
- Basic familiarity with WebFlow
Step-by-Step Tutorial:
Step 1: Register with Documentero
- Register for a Documentero account if you haven’t already.
- Log in to your Documentero account.
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 new template that you can use for document generation. Document generation online forms will be created - you can configure and customize it to your needs.
Step 4: Share your form
- In Documentero you can share your forms clicking on “Share Form” icon on specific document template
- Configure what should happen after form submission (e.g. allow user to download document)
- Copy shared form public link
Step 5: Configure the Plugin
- In your WebFlow site, install and configure the Documentero - Generate Docx PDF App.
- Install and add app to your workspace
- Launch app, create empty container elements on your site and point on the element
- Paste shared form link to app and click Apply
- Configure & Customize Document Generation Form to your needs.
Step 6: Generate Your Documents
- Now, you’re ready to generate your documents within your WebFlow Site.
Result:
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.
Conclusion:
With the Documentero plugin, you can effortlessly generate custom PDF and Docx documents in your WebFlow site, 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 App Tutorial.
Start simplifying your document generation process today with the Documentero app for WebFlow!
