TemplateDocs

6.7easy start · #10 of 33
in Document Automation Software

Free to practise onyes
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on api, Web. Paid plans from $29/mo.

TemplateDocs is ranked #10 of 33 in document automation software on The Geeks Club. It runs on API, Web. There is a free plan. Paid plans start at $29/mo.

TemplateDocs plans and pricing

All plans

Free Free /month 50 credits · 2 seats · 30 days run history · 5 templates · 5 workflows templatedocs.io · 30 Sept 2026

Starter $29/mo /month 500 monthly credits · 5 seats · 30 days run history · Unlimited templates and workflows templatedocs.io · 30 Sept 2026

Professional $79/mo /month 2,000 monthly credits · 10 seats · 90 days run history · Unlimited templates and workflows templatedocs.io · 30 Sept 2026

Business $149/mo /month 5,000 monthly credits · 20 seats · 90 days run history · Unlimited templates and workflows templatedocs.io · 30 Sept 2026

Scale $249/mo /month 10,000 monthly credits · 50 seats · 1 year run history · Unlimited templates and workflows templatedocs.io · 30 Sept 2026

Compared on document automation software

Free plan: Yes
Paid from: $29/mo
Template editor: visual
Data sources: online forms, CSV files, JSON/API payloads, webhooks, Zapier, Make, connected apps
Workflow triggers: form submissions, incoming webhooks, API calls, connected-app events
Output formats: DOCX, PDF
E-signatures: No
API access: Yes
Conditional logic: Yes

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The record

Purpose: TemplateDocs automates document workflows from data collection through document generation and delivery.
Document formats: It uses Microsoft Word DOCX templates to generate DOCX and PDF files.
Workflow tools: Workflows can collect data through forms or webhooks, apply conditions and formulas, and deliver results by email or integrations.
Template features: Templates support dynamic text, links, images, repeated sections, tables, and preserved Word formatting.
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.
Integrations: The documentation describes integrations with Zapier, Make, and viaSocket.
API: The REST API can manage templates and generate documents, and its documentation lists quota and rate-limit errors.
Audience: The site identifies proposals, invoices, HR onboarding documents, certificates, labels, reports, law firms, real estate, and accounting as use cases.
Privacy: The privacy policy says customer data is not used for advertising or to train AI models.
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.
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.
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.
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.
Support: The site lists support by email and says it usually replies within 24 hours.
Price from: $29/mo

Where it ranks on The Geeks Club

Best Document Automation Software in 2026#10 of 33

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Sources

templatedocs.io· checked 30 Sept 2026
templatedocs.io/docs/intro· checked 30 Sept 2026
templatedocs.io/pricing· checked 30 Sept 2026
templatedocs.io/docs/integrations/zapier/overview· checked 30 Sept 2026
templatedocs.io/docs/api/overview· checked 30 Sept 2026
templatedocs.io/privacy· checked 30 Sept 2026
templatedocs.io/dpa· checked 30 Sept 2026