Document Generation

Auto-generate PDFs or DOCX documents from templates using form field data, including digital signatures.

Overview

PlugIQ can automatically generate PDF or DOCX documents at any stage of a process, populated with data from the submission form. This is useful for approval letters, contracts, purchase orders, and compliance certificates.

Creating a Template

Document templates are created in Google Docs or Microsoft Word. Use the {{variable_name}} syntax to insert field values. You can find the variable name for each field in the Form Editor under the field’s settings.

Uploading the Template

  1. In the process builder, add an Automated stage.
  2. Set the action type to Generate Document.
  3. Upload your template file or link your Google Drive / SharePoint.
  4. Choose the output format (PDF or DOCX) and where to store the generated file.

Digital Signatures

If your form includes a Signature field, the captured signature image is automatically embedded in the generated document at the position of the {{signature_field_name}} tag.

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