- Home
- Document Automation Software
- TemplateDocs
TemplateDocs
Kfar Adummim, Israel
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 documents, supporting dynamic text, links, images, repeated sections, tables and preserved Word formatting. Workflows can collect data through forms or webhooks, apply conditions and formulas, then deliver results by email or integrations. Users can submit a CSV to run workflows row by row or generate documents in bulk and download them as a ZIP. Integrations include Zapier, Make and viaSocket; its REST API can manage templates and generate documents. Listed uses include proposals, invoices, HR onboarding documents, certificates, labels, reports, law firms, real estate and accounting. Security measures include TLS/HTTPS in transit, encryption at rest through infrastructure providers, organization-level data isolation and role-based access. Application infrastructure, databases, queues and file storage are located in Europe; authorized personnel in Israel may access production systems when needed. Its DPA excludes payment card data requiring PCI DSS compliance and protected health information requiring HIPAA compliance. The free plan includes 50 credits; paid plans start at $29 a month.
For and against
For
- Generates DOCX and PDF from Word templates
- Supports CSV-based bulk generation
- REST API can manage templates and generate documents
- Includes a free plan with 50 credits
Against
- Free plan has five templates and five workflows
- No free trial
- Not designed for PCI DSS payment card data or HIPAA-protected health information
The verdict
TemplateDocs combines data collection, document generation and delivery in configurable workflows. Its free plan offers 50 credits, while paid plans start at $29 a month.
Who it suits
It suits teams that generate recurring documents from submitted or integrated data, including listed uses such as invoices, proposals and onboarding documents. It is not designed for payment card data requiring PCI DSS compliance or protected health information requiring HIPAA compliance.
Plans and prices
Free
50 credits · 2 seats · 30 days run history · 5 templates
Read 30 Sep 2026 · templatedocs.io
Starter
500 monthly credits · 5 seats · 30 days run history · Unlimited templates and workflows
Read 30 Sep 2026 · templatedocs.io
Professional
2,000 monthly credits · 10 seats · 90 days run history · Unlimited templates and workflows
Read 30 Sep 2026 · templatedocs.io
Business
5,000 monthly credits · 20 seats · 90 days run history · Unlimited templates and workflows
Read 30 Sep 2026 · templatedocs.io
Scale
10,000 monthly credits · 50 seats · 1 year run history · Unlimited templates and workflows
Read 30 Sep 2026 · templatedocs.io
On the record
- API
- The REST API can manage templates and generate documents, and its documentation lists quota and rate-limit errors.templatedocs.io · read 30 Sep 2026
- Audience
- The site identifies proposals, invoices, HR onboarding documents, certificates, labels, reports, law firms, real estate, and accounting as use cases.templatedocs.io · read 30 Sep 2026
- 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.templatedocs.io · read 30 Sep 2026
- 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.templatedocs.io · read 30 Sep 2026
- 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.templatedocs.io · read 30 Sep 2026
- Document formats
- It uses Microsoft Word DOCX templates to generate DOCX and PDF files.templatedocs.io · read 30 Sep 2026
- Integrations
- The documentation describes integrations with Zapier, Make, and viaSocket.templatedocs.io · read 30 Sep 2026
- Privacy
- The privacy policy says customer data is not used for advertising or to train AI models.templatedocs.io · read 30 Sep 2026
- Purpose
- TemplateDocs automates document workflows from data collection through document generation and delivery.templatedocs.io · read 30 Sep 2026
- 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.templatedocs.io · read 30 Sep 2026
- 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.templatedocs.io · read 30 Sep 2026
- Support
- The site lists support by email and says it usually replies within 24 hours.templatedocs.io · read 30 Sep 2026
- Template features
- Templates support dynamic text, links, images, repeated sections, tables, and preserved Word formatting.templatedocs.io · read 30 Sep 2026
- Workflow tools
- Workflows can collect data through forms or webhooks, apply conditions and formulas, and deliver results by email or integrations.templatedocs.io · read 30 Sep 2026
