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SPECIFICTION
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TemplateDocs

templatedocs.io

From $29/mo Free plan WebAPI
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Spec score 7.7 #19 of 33 in Document Automation Software

What it is

TemplateDocs automates document workflows from collecting information through generating and delivering files. It uses Microsoft Word DOCX templates to create DOCX and PDF output while preserving Word formatting. Templates can contain dynamic text, links, images, repeated sections, and tables. Workflows accept online forms, webhooks, CSV files, JSON or API payloads, and connected apps, then apply conditions and formulas before sending results by email or integrations. A CSV can run a workflow once per row, and bulk documents can be packaged as a ZIP. Integrations include Zapier, Make, and viaSocket. The REST API manages templates and generates documents, with documented quota and rate-limit errors. Listed uses include proposals, invoices, HR onboarding, certificates, labels, reports, law firms, real estate, and accounting. The free plan costs nothing and includes 50 credits, two seats, five templates, five workflows, and 30 days of run history. Paid plans start at $29 a month.

Spec sheet

Purpose
TemplateDocs automates document workflows from data collection through document generation and delivery.Read 30 Sep 2026 · templatedocs.io
Audience
The site identifies proposals, invoices, HR onboarding documents, certificates, labels, reports, law firms, real estate, and accounting as use cases.Read 30 Sep 2026 · templatedocs.io
API
The REST API can manage templates and generate documents, and its documentation lists quota and rate-limit errors.Read 30 Sep 2026 · templatedocs.io
Integrations
The documentation describes integrations with Zapier, Make, and viaSocket.Read 30 Sep 2026 · templatedocs.io
Security
Listed security measures include TLS/HTTPS in transit, encryption at rest through infrastructure providers, organization-level data isolation, role-based access, and restricted production access.Read 30 Sep 2026 · templatedocs.io
Privacy
The privacy policy says customer data is not used for advertising or to train AI models.Read 30 Sep 2026 · templatedocs.io
Support
The site lists support by email and says it usually replies within 24 hours.Read 30 Sep 2026 · templatedocs.io
Headquarters
Kfar Adummim, IsraelRead 28 Sep 2026 · templatedocs.io
Bulk generation
Users can upload a CSV and run a workflow for each row or generate template documents in bulk and download them as a ZIP.Read 30 Sep 2026 · templatedocs.io
Compliance limitation
The DPA says the service is not designed for payment card data requiring PCI DSS compliance or protected health information where HIPAA compliance is required.Read 30 Sep 2026 · templatedocs.io
Data location
The privacy policy says primary application infrastructure, databases, queues, and file storage are located in Europe, while authorized personnel in Israel may access production systems when necessary.Read 30 Sep 2026 · templatedocs.io
Document formats
It uses Microsoft Word DOCX templates to generate DOCX and PDF files.Read 30 Sep 2026 · templatedocs.io
Retention
Workflow data and generated documents follow configured retention and plan defaults, with a standard default run-history period of 30 days; direct API-generated documents are not stored after delivery.Read 30 Sep 2026 · templatedocs.io
Template features
Templates support dynamic text, links, images, repeated sections, tables, and preserved Word formatting.Read 30 Sep 2026 · templatedocs.io
Workflow tools
Workflows can collect data through forms or webhooks, apply conditions and formulas, and deliver results by email or integrations.Read 30 Sep 2026 · templatedocs.io

Plans and prices

Free Free /month 50 credits · 2 seats · 30 days run history · 5 templates · 5 workflows Read 30 Sep 2026 · templatedocs.io
Starter $29 a month /month 500 monthly credits · 5 seats · 30 days run history · Unlimited templates and workflows Read 30 Sep 2026 · templatedocs.io
Professional $79 a month /month 2,000 monthly credits · 10 seats · 90 days run history · Unlimited templates and workflows Read 30 Sep 2026 · templatedocs.io
Business $149 a month /month 5,000 monthly credits · 20 seats · 90 days run history · Unlimited templates and workflows Read 30 Sep 2026 · templatedocs.io
Scale $249 a month /month 10,000 monthly credits · 50 seats · 1 year run history · Unlimited templates and workflows Read 30 Sep 2026 · templatedocs.io

Every TemplateDocs plan and price →

Strong points and limits

Strong points

  • Generates DOCX and PDF from Word templates
  • Supports conditions, formulas, and webhooks
  • Bulk CSV processing and ZIP downloads
  • REST API manages templates and generation
  • Free plan available

Limits

  • No free trial
  • Not designed for PCI DSS card data
  • Not designed for HIPAA-required health data

Who it suits

TemplateDocs suits teams producing recurring business documents from structured submissions or connected applications. Its listed use cases cover sales, HR, legal, property, accounting, and reporting workflows.

Verdict

TemplateDocs is a workflow-oriented document generator with visual templates, automation triggers, and API control. Review retention defaults, regional data access, and compliance exclusions for your documents.

Where Specifiction places it

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