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How generate document with DocsGenerator?
Step 1: Prepare a word template The first step in generating PDF invoices from a Word template is to prepare the template. Docsgenerator supports docx format, so make sure your template is in this format. Once you have your template in the right format, you need to mark it up with variables. Variables are placeholders that will be replaced with actual data from your JSON file. To mark up your template, use this format: ${variable} to mark your variables.
For example, if you want to include the customer’s name on the invoice, you could use the variable ${customer_name}. Make sure you use unique variable names and avoid using reserved words. Here’s what I ended up with.
Step 2: Save and upload template
Once you have your template ready, you need to upload it to Docsgenerator.com. You will need to create an account. Once you’re on the site, go to Templates page and upload the file.
Step 3: Integrate your service with the API
To generate PDF invoices from your Word template, you need to integrate your service with Docsgenerator’s API. You can use any programming language to do this, or you can use a tool like cURL or Postman to test the API. You’ll need to make an API request and include the variable names and values you want to replace in the template as key-value pairs.
Don’t forget to add “createPdf”: true variable in your request. This will indicate that you need a PDF version of the document too.
The API will replace the variables in your template with the corresponding values from your data. Once the document is generated, it will be available for download. Please read API reference for detailed information.
Step 4: Download your document with the API
Once you’ve made your API request, Docsgenerator will generate a PDF version of your invoice. You can then download the document using the API. The PDF version of your invoice will contain all the information from your Word template, but with the variables replaced with actual data.
In conclusion, generating PDF invoices from a Word template is a straightforward process with Docsgenerator. By following these simple steps, you can automate the process of generating invoices and save yourself a lot of time and effort. So why not give it a try and see how it can benefit your business?