Hello! Could you please help me figure out how to implement the following scenario using Documentero: - User survey (20 questions) - Processing each user's response using AI - Sending 20 AI-generated insights to create a PDF document. Is this achievable? What additional tools, such as Zapier or Make, would I need?
If this setup is possible, could you also recommend applications for conducting the user survey and transferring responses for AI processing? Perhaps someone from the AppSumo community could share their recommendations as well?
A: Hi. You can do that using Zapier/Make and using Documentero for doc generation. At this moment our shareable forms (if you want to use it for surveys) data goes directly to document with no option to add AI as midstep.
Can you please tell me if your software supports Hebrew documents, and if clients can sign documents remotely? Also, how many documents can they sign per month?
Is it possible to upload a template (ie a docx) via API and then use it? I also read that there is a limit of 10 template on Tier 1. Is it possible to delete templates via API?
I like to use it a bit as a report generator where WORD is the report editor with changing templates as opposed to a fixed template that gets used again and again
A: Hi! Templates management as of now is only through our app interface. In-app we are able to show all uploaded template related errors and detected fields.
My use case is that I have a database and want for my clients to design their own reports.
So I'm wondering if this on your roadmap? 1) Using Excel as opposed to Word as a template? Excel can do great calculations based on values your engine puts in a field
2) Allowing clients to upload templates to your app interface themselves
Hi Again Patrick. 1) Yes we research using Excel templates for creating reports based on provided fields values. 2) Currently clients can upload templates to our platform using app interface 3) No plans for API for that.
Q: Add text on image
I have to put texts inside a document to overlay on an image. Like a fancy graduation doc. How sure is it - that I can always put a piece of text on the right spot - and is it possible to even overlay over an image?
A: You can use the uploaded Docx template with a positioned textbox and a placeholder over an image. Give it a try first and check if it meets your needs. (I recommend keeping the Docx output format as PDF conversion could affect alignment)
Hello, I have a exercise facility that requires visitors to fill out a waiver and submit it. They currently do it all manually. Is there a way to have this hosted on the client website, and then the visitor to the facility can go online, enter in their information into the waiver (name/DOB/email/address/phone/parent info if applicable), and sign the waiver and the owner of the facility gets notified and the completed waiver is sent to the person who filled it out?
A: Hi! You can create forms that you can customize and embed on any website. You can also provide instructions on what to do after document generation or redirect users to specific URLs after form completion (please keep in mind that Documentero does not offer digital signatures). Read more about shared forms and embedding them on the website in our...
Q: Implementing AI-Powered Document Creation Workflow
Hello! Could you please help me figure out how to implement the following scenario using Documentero:
- User survey (20 questions)
- Processing each user's response using AI
- Sending 20 AI-generated insights to create a PDF document.
Is this achievable? What additional tools, such as Zapier or Make, would I need?
If this setup is possible, could you also recommend applications for conducting the user survey and transferring responses for AI processing? Perhaps someone from the AppSumo community could share their recommendations as well?
Jarek23197
Nov 20, 2024A: Hi. You can do that using Zapier/Make and using Documentero for doc generation. At this moment our shareable forms (if you want to use it for surveys) data goes directly to document with no option to add AI as midstep.
Share Documentero - Document Automation & Generation Software
Q: Client sign remotely
HI,
Can you please tell me if your software supports Hebrew documents, and if clients can sign documents remotely? Also, how many documents can they sign per month?
Thank you
Jarek23197
Nov 20, 2024A: Hi. This is advanced document generation service. We are not offering e-signatures.
Share Documentero - Document Automation & Generation Software
Q: Creating a template via API
Is it possible to upload a template (ie a docx) via API and then use it?
I also read that there is a limit of 10 template on Tier 1. Is it possible to delete templates via API?
I like to use it a bit as a report generator where WORD is the report editor with changing templates as opposed to a fixed template that gets used again and again
Jarek23197
Nov 16, 2024A: Hi! Templates management as of now is only through our app interface. In-app we are able to show all uploaded template related errors and detected fields.
Share Documentero - Document Automation & Generation Software
Thank you.
My use case is that I have a database and want for my clients to design their own reports.
So I'm wondering if this on your roadmap?
1) Using Excel as opposed to Word as a template? Excel can do great calculations based on values your engine puts in a field
2) Allowing clients to upload templates to your app interface themselves
3) Offering the API for template creation
Just wanted to follow-up
Hi Again Patrick. 1) Yes we research using Excel templates for creating reports based on provided fields values. 2) Currently clients can upload templates to our platform using app interface 3) No plans for API for that.
Q: Add text on image
I have to put texts inside a document to overlay on an image. Like a fancy graduation doc. How sure is it - that I can always put a piece of text on the right spot - and is it possible to even overlay over an image?
Jarek23197
Nov 9, 2024A: You can use the uploaded Docx template with a positioned textbox and a placeholder over an image. Give it a try first and check if it meets your needs. (I recommend keeping the Docx output format as PDF conversion could affect alignment)
Share Documentero - Document Automation & Generation Software
Q: User for waivers for exercise facility?
Hello, I have a exercise facility that requires visitors to fill out a waiver and submit it. They currently do it all manually. Is there a way to have this hosted on the client website, and then the visitor to the facility can go online, enter in their information into the waiver (name/DOB/email/address/phone/parent info if applicable), and sign the waiver and the owner of the facility gets notified and the completed waiver is sent to the person who filled it out?
Jarek23197
Sep 29, 2024A: Hi! You can create forms that you can customize and embed on any website. You can also provide instructions on what to do after document generation or redirect users to specific URLs after form completion (please keep in mind that Documentero does not offer digital signatures). Read more about shared forms and embedding them on the website in our...
Share Documentero - Document Automation & Generation Software