WordPress Document Automation

Description

Create a word document in seconds by filling a form.

Is this plugin for me?

Answer the questions below to find out

  • Do you routinely spend hours creating the same word documents with different data?
  • You dislike this boring, repetitive and tedious process?
  • You would shed tears of joy if someone else does this instead of you?
  • You want your documents to be error free?

If the answer to any of the above question is yes, then this plugin is for you!

We offer a 7-DAY FREE TRIAL for the premium version. NO UPFRONT PAYMENT DETAILS REQUIRED! Grab your copy here

One of our client saves over $300 USD per year by automating export compliance documents using our premium version. Whereas, manually it took him around an hour every month ( 12 hours x $25 USD = $300 USD). Now he creates them in a under a minute.

This plugin automates your document generation process. Let me explain how

(1) A user would create a document template. Watch video on how to create a document template

Link to a sample document template – https://www.dropbox.com/s/0bsvnmp4ro4owbn/hdfc-neft-rtgs.fodt?dl=0

(2) Upload the document template
(3) Fill the form and download the generated document

Limitations

Following are the limitation.

  • Support for a single document template.
  • Cannot use more than 5 form fields.

Professional Version

A premium version is available at https://wptools.app/wordpress-plugin/wordpress-document-automation-pro/.

We offer a 7-DAY FREE TRIAL. NO UPFRONT PAYMENT DETAILS REQUIRED! Grab your copy here

Following are the benefits.

  • Support for unlimited document templates.
  • Gravity forms plugin integration
    • Forms from gravityforms captures the user input and creates the documents.
    • With gravityforms, you can now set defaults to your gravity form field.
    • Add validation to your gravity form fields.
  • Gravity forms plugin bundled in the plugin
  • Create more than one documents using a single form submission. To achieve this,
    • We use document category to group more than one document templates.
    • Single gravityform per document category but capturing fields from related templates.
  • Ability to auto create and update a gravityform for a category
    • With a single click, we can create a gravityform for your document category.
    • If you add/delete document templates to a category, you can update the form with a single click.
  • No restrictions on the number of form fields.
  • Priority support

Installation

From your WordPress dashboard

  1. Visit ‘Plugins > Add New’.
  2. Search for WP Document Automation.
  3. Activate WP Document Automation integration from your Plugins page.

From WordPress.org

  1. Visit (https://wordpress.org/plugins/wp-document-automation/)[https://wordpress.org/plugins/wp-document-automation/] and download plugin.
  2. Upload the wp-document-automation directory to your ‘/wp-content/plugins/’ directory.
  3. Activate WordPress Document Automation plugin from your Plugins page.

OR

  1. Visit your WordPress Admin > Plugins > Add Plugin
  2. Search for ‘WordPress Document Automation’
  3. Install the plugin created by wpt00ls and activate.

FAQ

How do I create a document template?

Watch the video on creating a document template

Are there any dependencies?

No, this plugin is self-contained and doesn’t have any dependencies.

What are the limitations?
  • Support for a single document template only.
  • Cannot use more than 5 form fields.
Do you have a premium version? If so, what does it offer?

Yes, we have a premium version with the following features.

  • Support for unlimited document templates.
  • Gravity forms plugin integration
    • Forms from gravityforms captures the user input and creates the documents.
    • With gravityforms, you can now set defaults to your gravity form field.
    • Add validation to your gravity form fields.
  • Gravity forms plugin bundled in the plugin
  • Create multiple documents using a single form submission. To achieve this,
    • We use document category to group multiple document templates.
    • We create a gravityform per document category so that we capture all the fields from multiple document templates from that category.
  • Ability to auto create and update a gravityform for a category
    • With a click of a button, we can create a gravityform for your document category.
  • No restrictions on the number of form fields.
  • Priority support
    https://wptools.app/wordpress-plugin/wordpress-document-automation-pro/

Contributors & Developers

“WordPress Document Automation” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.0.0

  • Initial version.