Documentero

Generate Word, Excel, and PDF documents directly from your Webflow site using custom templates with Documentero.

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Documentero

How to integrate Documentero with Webflow

Document generation automates contract, invoice, report, and certificate creation from form inputs. Users fill forms on your site and receive formatted documents automatically with their data populated in templates.

Integrate Documentero through the marketplace app for no-code setup, embed forms directly using iframes, or build custom workflows with the Documentero API. The marketplace app handles common workflows, iframe embeds provide design control, and API integration enables advanced automation through platforms like Make and Zapier.

Use the Documentero app

The official Documentero app in the Webflow marketplace provides document generation directly within your site. Install the app from the Apps marketplace, create document templates in .docx format, and configure forms that populate those templates with user data. The integration supports generating Word (.docx), PDF, and Excel documents. This method requires no coding and handles common workflows like contract generation, proposal creation, and receipt delivery.

After you install the app, create or upload document templates to Documentero. Configure shareable forms that map input fields to template placeholders. Add the form to your Webflow site using iframe embedding or the app's configuration panel. When users submit forms, Documentero generates documents automatically in Word (.docx), Excel (.xlsx), or PDF formats and delivers them via email or download link.

This integration enables the following capabilities:

  • Generate Word, Excel, and PDF documents from Webflow forms
  • Map form fields to template placeholders through visual configuration
  • Deliver documents via email or direct download
  • Maintain document templates centrally in your Documentero account

The marketplace app provides a no-code solution for common document generation workflows. Install it directly from the Webflow Apps marketplace to generate documents from form submissions without writing code. The app handles authentication automatically and provides a configuration interface for mapping form fields to document template placeholders. For advanced workflows requiring multi-system data aggregation or conditional logic, combine the marketplace app with automation platforms covered in the API section below.

Direct form embeds using iframes

Documentero provides embeddable forms that you can add to Webflow pages using standard iframe HTML. Create a shareable form in Documentero, copy the public form URL, and embed it in a Webflow page using a Code Embed element. Users fill the embedded form on your Webflow page, and documents generate without leaving your site.

<iframe
 src="<https://app.documentero.com/form/53CW0Hn9mZm8Ufui6fbP>"
 frameborder="0"
 height="600px"
 width="100%">
</iframe>

<iframe
 src="<https://app.documentero.com/form/YOUR_FORM_ID#dark=true&wrapper=false&background=transparent&color=red>"
 frameborder="0"
 height="600px"
 width="100%">
</iframe>

Replace YOUR_FORM_ID with your form ID from Documentero. Extract it from your shareable form URL (e.g., 53CW0Hn9mZm8Ufui6fbP in https://app.documentero.com/form/53CW0Hn9mZm8Ufui6fbP).

Customize the form appearance through URL parameters:

  • dark=true enables dark mode with darker backgrounds and light text
  • background=transparent blends the form with your page design
  • background=#hexcolor matches your site's background color
  • color=red (or other color values) styles buttons and interface elements
  • wrapper=false removes borders and padding for minimalist embedding
  • header=false hides logo and form title for cleaner integration

Combine these parameters in the iframe URL using # followed by parameter names and values, separated by & for multiple customizations (e.g., #dark=true&wrapper=false&background=transparent).

Configure form submission behavior in your Documentero dashboard to send documents via email, allow direct downloads, require user contact information, or send confirmation messages. Add custom messages before and after submission using Markdown formatting.

This approach works well when you want complete control over page design while adding document generation functionality. The iframe sits within your Webflow layout and inherits your site's overall styling.

Build with Webflow and Documentero APIs

The Documentero API provides custom document generation workflows through a synchronous request-response model (the API returns the generated document immediately in the response, rather than processing asynchronously). Developers configure Webflow webhooks to detect form submissions, CMS changes, or commerce transactions, then use an automation platform like Make or Zapier to call Documentero's API to generate documents with that data. This approach suits complex workflows requiring data transformation, conditional logic, or integration with multiple systems.

Advanced use cases require API access for multi-system data aggregation (pulling information from Webflow CMS, external databases, and third-party APIs before document generation), conditional template selection (choosing different document templates based on form inputs or user attributes), bulk document generation (creating multiple documents from collection items or recurring scheduled tasks), and real-time document delivery (generating documents immediately on form submission and delivering via email through configured automation workflows).

Set up webhooks in Site settings > Apps & integrations > Webhooks to trigger on Webflow events. Configure your webhook endpoint to receive form submission data or CMS changes. Transform that data as needed, then make POST requests to Documentero's generation endpoint with your template ID and populated fields.

The Documentero API operates synchronously. Document generation completes within the API response. No webhooks exist for generation status updates, requiring developers to handle synchronous API response handling with appropriate timeout configurations.

File size constraints limit .docx templates to 10 MB and online templates to 1 MB, with JSON payloads limited to 10 MB maximum.

Webflow API tokens expire after 365 days of inactivity. Use Webflow's Content Delivery API endpoint (api-cdn.webflow.com) for read operations with cache duration of 120 seconds for Enterprise plans and 300 seconds for other plans.

Serverless integration patterns

Deploy webhook receivers on Vercel, Netlify Functions, or AWS Lambda to handle Webflow webhook events. These serverless functions transform Webflow data and call Documentero's API without managing infrastructure.

A typical flow receives Webflow form submissions via webhook, extracts form fields, maps them to Documentero template placeholders, calls the generation API, and returns the document URL. Add error handling for HTTP 429 (Too Many Requests) responses and retry logic with exponential backoff (progressively increasing wait times between retry attempts) for failed API calls.

Automation platform connections

Make (formerly Integromat) provides pre-built modules for both Webflow and Documentero. The Webflow integration includes Watch Events and Watch Comment Threads triggers that start scenarios when site activity occurs. The Documentero integration provides Generate Document and Generate Document and Send as Email Attachment actions.

Build scenarios in Make (Integromat), Zapier, or n8n that trigger on Webflow form submissions, pull data from CMS collections, and use Documentero actions to generate documents from templates and deliver them via email. These automation platforms handle authentication, error retry, and data transformation through their visual interfaces. Alternatively, embed Documentero forms directly in Webflow using iframe code with customizable parameters for form styling and submission handling.

Zapier also connects Webflow to Documentero, though the specific triggers and actions available should be verified directly on the Zapier platform, as detailed documentation was unavailable during research. Both automation tools provide workflow flexibility without custom code.

What you can build

Integrating Documentero with Webflow creates automated document workflows through form-based generation, CMS-triggered actions, and automation platform connections.

  • Branded proposal systems: Collect project requirements through Webflow forms and generate proposals with scope, timeline, and pricing through automation platforms like Make or embedded Documentero forms, delivering professional PDFs immediately after form submission
  • Contract generation workflows: Generate customized service agreements, NDAs, and sales contracts by integrating Documentero with CRM systems or shareable web intake forms, auto-populating templates with client data from CRM sources or manual form entries before sending to e-signature platforms
  • Automated e-commerce invoicing: Generate purchase invoices when Webflow e-commerce orders complete, populating invoice templates with line items, pricing, tax calculations, and payment details from order data in CMS collections for delivery via email or customer portal
  • Course completion certificates: Issue completion certificates when students finish programs tracked in Webflow CMS, auto-populating certificate templates with student names, dates, course details, and institutional branding for immediate download or email delivery

Frequently asked questions

  • Authentication depends on your integration method. For the marketplace app installation, the app handles authentication automatically after you install from the Webflow Apps marketplace.

    For API integrations, obtain your Documentero API key from your account settings (consult Documentero's official documentation at https://docs.documentero.com/documentation/api for complete API setup instructions). Generate a Webflow API token by navigating to Site settings > Apps & integrations > API access, clicking Generate API token, and assigning appropriate permissions. The Webflow API documentation provides detailed guidance on permission scopes for Sites, Pages, CMS Collections, and Forms APIs. Note that Webflow API tokens expire after 365 days of inactivity. Store both tokens securely and include them in API request headers.

  • Three primary triggers connect Webflow activity to Documentero. Webflow form submissions provide the most common trigger — when users submit forms, that data flows to Documentero either through the marketplace app, webhook receiver, or automation platform. Form submission data includes all field values users entered.

  • Yes, update templates anytime in your Documentero account without reconfiguring the Webflow integration. Changes to template structure and formatting apply immediately to new document generation requests. This separation lets marketing teams refine document design while technical integrations remain stable.

    Upload revised .docx template files to replace existing templates. Modify field placeholders, add new sections, change formatting, or update branding elements. As long as field names in your templates remain consistent with the data sources feeding into your document generation workflows, the system will continue to generate documents with the updated template designs.

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Description

Documentero is a cloud-based document generation platform that creates Word, Excel, and PDF files from customizable templates.

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This integration page is provided for informational and convenience purposes only.


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