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Capabilities
Benefits
Key Features
Documentation
Videos
Blogs
Use Cases
Pricing
Capabilities
Benefits
Key Features
Documentation
Videos
Blogs
Use Cases
Pricing
Create invoices, contracts, customer collaterals and any other type of customizable document in an instant by filling MS Office (DOCX, XLSX or PPTX) templates securely with JSON data from any source.
Securely merge data and templates client-side without ever sharing confidential information outside your application.
Design professional-looking templates comfortably using familiar Word processing tools such as MS Word and Google Docs.
Stay free of vendor lock-in via open-standard Office format, and leverage large collections of ready-to-use templates.
Free up server resources with client-side document generation in the browser.
View filled documents directly in your application for quick review & approval.
Best quality PDF generation via the industry-leading PDFTron document SDK.
Simply use squiggly brackets to define {{placeholders}} that are then automatically detected and populated with your data records. And fully retain the look and feel of your original formatting.
Whether you are building your own web app or want to integrate into an existing platform such as Salesforce - PDFTron's SDK works anywhere. And regardless of where you deploy, the data neither leaves your platform nor are there any third-party dependencies.
Generate even complex tables without any limits on the number of rows. Additional rows will automatically be reflowed to the following page to resolve cut-offs or run-ins with other content.
Data population will fit right into your original document's formatting. Freely customize your template with colors, formatting and fonts, and rest assured that populated data will match the {{placeholder's}} style.
Streamline creation of invoices with dynamic tables that automatically insert and add the required number of rows to your tables to fit itemized lists.
Insert any image and graphic into your template and freely define height, width and positioning.
Text follows the original logical structure and formatting from your document, such as automatically reflowing text around newly added graphics and other objects as well as generating additional pages with adjusted pagination.
All generated documents from templates retain the semantic accessibility tags from the original Office document templates.
Use your document templates to quickly create data-populated sales contracts in Salesforce. First, you upload your template to Salesforce, then open and select it in the WebViewer Lightning Web Component. Map the detected placeholders to any Salesforce field (e.g. Account or Contact Name). Finally, you may even add digital signature capabilities by specifying fields for users to sign.
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