Documentero

Connect Documentero, a cloud-based document generation platform, with Webflow to create Word, Excel, and PDF documents from form submissions and CMS data.

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Documentero

How to integrate Documentero with Webflow

The easiest way to set up your Documentero Webflow integration is by using the Documentero app from the Webflow Marketplace. You can also embed forms directly using iframes for more control over styling. If you need multi-system data aggregation or conditional logic, you can build with the Webflow and Documentero APIs or connect through automation platforms like Make and Zapier.

Use the Documentero app

The official Documentero app in the Webflow Marketplace enables document generation directly within your site. Install the app, create document templates in .docx format, and configure forms that populate those templates with user data.

After installation, 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.

The app supports these 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

Embed forms directly using iframes

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

Note: Replace YOURFORMID with your form ID from Documentero, extracted from your shareable form URL.

Customize the form appearance through URL parameters:

  • dark=true: Enable dark mode with darker backgrounds and light text
  • background=transparent: Blend with your page design
  • background=#hexcolor: Match your site design with a specific color
  • color=#hexcolor: Style buttons and interface elements (use hex colors like #2158D8, not color names)
  • wrapper=false: Remove borders and padding for minimalist embedding
  • header=false: Hide logo and form title for cleaner integration
  • corners=10: Control border radius (default: 3px)

Combine parameters using # followed by values separated by & (e.g., #dark=true&wrapper=false&background=transparent).

Configure form submission behavior in your Documentero dashboard to send documents via email, allow direct downloads, or send confirmation messages.

Build with Webflow and Documentero APIs

The Documentero API enables custom document generation workflows through a synchronous request-response model — the API returns the generated document immediately in the response. 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.

Advanced use cases requiring API access include:

  • 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
  • Bulk document generation creating multiple documents from collection items
  • Real-time document delivery generating documents immediately on form submission

Set up webhooks in Site settingsApps & integrationsWebhooks to trigger on Webflow events. Transform incoming data as needed, then make POST requests to Documentero's generation endpoint with your template ID and populated fields.

API considerations: The Documentero API operates synchronously — document generation completes within the API response. File size constraints limit .docx templates to 10 MB and JSON payloads to 10 MB maximum. Webflow API tokens expire after 365 days of inactivity.

Automation platform connections

Make provides pre-built modules for both Webflow and Documentero. The Webflow integration includes Watch Events 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 that trigger on Webflow form submissions, pull data from CMS collections, and use Documentero actions to generate documents and deliver them via email. Zapier also connects Webflow to Documentero. Both automation tools handle authentication, error retry, and data transformation through visual interfaces.

What you can build

Integrate Documentero with Webflow to automate document generation from form submissions and CMS data.

  • Client intake and proposals: Service businesses collect project requirements through Webflow forms and automatically generate branded proposals with scope, timeline, and pricing. Clients receive professional PDF proposals immediately after form submission.
  • Contract and agreement generation: Legal teams and agencies generate customized service agreements, NDAs, and sales contracts from web intake forms. Templates auto-populate with client data, and generated Word documents integrate with e-signature platforms.
  • E-commerce invoices and receipts: Online stores automatically generate purchase invoices when Webflow e-commerce orders are completed. Order data populates invoice templates with line items, pricing, and tax calculations, then delivers via email.
  • Educational certificates: Online course platforms issue completion certificates when students finish programs tracked in Webflow CMS. Student information and course completion data populate certificate templates for immediate download or email delivery.

Frequently asked questions

  • For the marketplace app, authentication is handled automatically after installation. For API integrations, obtain your Documentero API key from your account settings. Generate a Webflow API token by navigating to Site settings → Apps & integrations → API access. Note that Webflow API tokens expire after 365 days of inactivity. For automation platforms like Make or Zapier, connect each service through its platform-specific authentication flow.

  • Webflow form submissions provide the most common trigger — when users submit forms, that data flows to Documentero through the marketplace app, webhook receiver, or automation platform. Webflow webhooks enable real-time notifications for site and content events. Note that Documentero itself does not offer webhook capabilities — the platform operates through synchronous request-response patterns. For automation, configure webhooks to send Webflow event data to Make or Zapier, which then trigger Documentero document generation actions.

  • Yes. Update templates anytime in your Documentero account without reconfiguring the Webflow integration. Changes apply immediately to new document generation requests. Upload revised .docx template files to replace existing templates, modify field placeholders, add new sections, or update branding elements. As long as field names remain consistent with your data sources, the system continues generating documents with the updated template designs.

  • Yes. Query collection items using Webflow's API and map those fields to Documentero template placeholders. Automation platforms like Make include Documentero modules for document generation — create scenarios with Webflow triggers connected to Documentero's Generate Document action and map Webflow data to template fields through the automation interface without custom coding.

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Description

Documentero is a cloud-based document generation platform that creates Word, Excel, and PDF files from customizable templates. The platform accepts data through REST API, forms, and automation platforms to produce formatted documents with dynamic content.

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