A: We have various use cases. Please check our YouTube channel: https://www.youtube.com/@documentero
You can also use our shared forms that can be embedded on your website: https://docs.documentero.com/documentation/forms/shared-forms/embeed-and-customize-shared-form-on-your-website
Hello, Do you plan to be able to generate charts from data in the future? Pie charts, histograms, etc. For creating reports that would be amazing, but I don't know if that is possible.
A: We don't have dynamic charts support as of now however you can pass images (including ones with prepared charts) as image url/base64. Read more: https://docs.documentero.com/documentation/templates/fields-images
Q: Can you pass over information automatically to a PDF through automation?
If a customers purchases a pdf e-book that I created and host on ThriveCart is your software able to mark the pdf with the customers name, email address and purchase date to deter pirating through the automation service Zerowork or TaskMagic? Thanks in advance for your help.
Q: Hi I am currently using Pipedrive to put together an Estate Planning Recommendations Report
The report is a series of templates with some stock photos explaining Wills, Trusts etc then followed by a summary of recommendations - portions of which which can be removed if necessary (i.e. the service is not needed).
On the left of the summary is a price list which is based on a spreadsheet and is automatically added up and a 20% VAT tax is added.
After this we ask the client to sign our terms of business.
A: Hi. Our software can accept line items with various properties and sum up them. Check how to create summaries: https://docs.documentero.com/documentation/templates/sections#table-rows-using-sections-repeated-block
We are not offering e-signatures in our app but you can obviously sign generated documents in third party tools applicable in your country.
Q: What can i use this for?
Hello, What kind of company generally uses your offering? Can I use this on my own sites? Please show some examples, many thanks
Jarek23197
Jan 14, 2025A: We have various use cases. Please check our YouTube channel: https://www.youtube.com/@documentero
You can also use our shared forms that can be embedded on your website:
https://docs.documentero.com/documentation/forms/shared-forms/embeed-and-customize-shared-form-on-your-website
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Q: Hello. Is it possible to convert a PDF to plain text via API?
Thanks in advance
Jarek23197
Jan 14, 2025A: Hi. No this is not a conversion service it is designed for document generation (to Docx or PDF format).
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Q: Charts and graphics?
Hello,
Do you plan to be able to generate charts from data in the future? Pie charts, histograms, etc.
For creating reports that would be amazing, but I don't know if that is possible.
Jarek23197
Jan 14, 2025A: We don't have dynamic charts support as of now however you can pass images (including ones with prepared charts) as image url/base64. Read more:
https://docs.documentero.com/documentation/templates/fields-images
Share Documentero - Document Automation & Generation Software
Q: Can you pass over information automatically to a PDF through automation?
If a customers purchases a pdf e-book that I created and host on ThriveCart is your software able to mark the pdf with the customers name, email address and purchase date to deter pirating through the automation service Zerowork or TaskMagic? Thanks in advance for your help.
Jarek23197
Jan 4, 2025A: No. Our document templates are based on .docx format with optional PDF output (read-only)
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Q: Hi I am currently using Pipedrive to put together an Estate Planning Recommendations Report
The report is a series of templates with some stock photos explaining Wills, Trusts etc then followed by a summary of recommendations - portions of which which can be removed if necessary (i.e. the service is not needed).
On the left of the summary is a price list which is based on a spreadsheet and is automatically added up and a 20% VAT tax is added.
After this we ask the client to sign our terms of business.
Can these features be accessed in Documentero.
Would you like a copy of the report to view it?
I look forward to hearing from you soon,
Kind regards,
John
Jarek23197
Jan 4, 2025A: Hi. Our software can accept line items with various properties and sum up them. Check how to create summaries:
https://docs.documentero.com/documentation/templates/sections#table-rows-using-sections-repeated-block
We are not offering e-signatures in our app but you can obviously sign generated documents in third party tools applicable in your country.
Share Documentero - Document Automation & Generation Software