
Overviews
How it works?
Generate PDFs from HTML templates
Convert HTML and CSS into professional PDF documents with precise formatting, custom styling, headers, footers, and page breaks, creating reports, invoices, certificates, or any document type from structured templates and dynamic data.
Create Excel files from data
Transform data from databases, APIs, or other sources into formatted Excel spreadsheets with multiple sheets, styling, formulas, and charts, providing stakeholders with ready-to-use analytical tools and reports without manual spreadsheet construction.
Trigger document generation on events
Initiate PDF or Excel creation when specific business events occur, such as order completion, report scheduling, form submission, or approval workflows, ensuring timely delivery of documents to customers, partners, or internal teams.
Customize document appearance
Apply specific styling, branding, fonts, colors, and layouts to generated documents using HTML and CSS, maintaining brand consistency across all automated document outputs while meeting specific formatting requirements for different use cases.
Add dynamic content to documents
Populate document templates with real-time data from CRM, databases, forms, or other applications, ensuring every generated document contains current, accurate information personalized to the recipient or situation without manual updates required.
Handle complex page layouts
Create multi-column layouts, nested tables, graphics, and sophisticated formatting in generated PDFs, supporting complex document structures like financial statements, technical manuals, or detailed reports that require precise visual presentation and organization.
Deliver documents via multiple channels
Route generated PDFs and spreadsheets to email recipients, cloud storage, document management systems, or other destinations based on workflow logic, ensuring documents reach the right people through their preferred channels at optimal times.
Set document security options
Configure password protection, encryption, printing restrictions, or other security settings for generated PDFs, protecting sensitive information while controlling how recipients can interact with the documents they receive through automated processes.

Configure
Build
Automated invoice generation
Build workflows that pull order data from your e-commerce or billing system, generate professionally formatted PDF invoices using DocRaptor with your branding and tax calculations, and email them to customers while storing copies in your accounting system.
“You can’t do this anywhere else.”



















































Your stack,
connected.

