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TemplateDocs

Freemium#26 of 32 in Document Automation Software

TemplateDocs: A workflow-focused document generator with forms, integrations, and API access. Ranked #26 of 32 in Document Automation Software by our editors (6.5/10); pricing: Free plan; best for workflow-driven Word and PDF automation.

6.5/10Editor score

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TemplateDocs6.5 Visit TemplateDocs

At a glance

Editor score
6.5 / 10
Pricing
Free plan
Best for
Workflow-driven Word and PDF automation
Free plan
Yes
Paid from
$29/mo
Conditional logic
Yes
Facts checked
20 Sep 2026

Where it wins
- Generates DOCX and PDF files from dynamic Word templates
- Visual workflows support conditions, formulas, and branching
- Connects forms, APIs, webhooks, CSV files, and cloud apps
Where it doesn't
- Paid plans start at $29 per month
- Electronic signatures are not included
- Free plan limits teams to 2 seats and 5 workflows

Our verdict on TemplateDocs

TemplateDocs is a web-based document automation platform for individuals, small teams, businesses, and organizations that need to turn structured data into DOCX or PDF files. It uses Word templates with dynamic tags and accepts data from online forms, CSV files, JSON or API payloads, webhooks, and connected applications. Its positioning fits teams that need repeatable document workflows rather than a simple template editor.

Pricing follows a freemium model. The Free plan costs $0 per month and includes 50 credits, 2 seats, 30 days of run history, 5 templates, and 5 workflows. Starter costs $29 per month for 500 monthly credits, 5 seats, custom form and email branding, unlimited templates, and unlimited workflows. Professional is $79 per month with 2,000 monthly credits, 10 seats, and 90 days of run history. Business is $149 per month with 5,000 monthly credits and 20 seats. Scale is $249 per month with 10,000 monthly credits, 50 seats, and 1 year of run history. The paid plans retain custom branding and unlimited templates and workflows.

The main strength is workflow depth. Visual workflows can apply conditional logic, branching, and formulas, generate documents in bulk from CSV files, deliver files by email, store them in cloud services, and update connected systems. REST API and webhook triggers support programmatic generation, while integrations include Google Drive, Dropbox, OneDrive, Google Sheets, Airtable, Notion, Zapier, Make, and viaSocket. TemplateDocs suits teams automating recurring operational documents across connected tools. Organizations requiring electronic signatures should choose a product with that capability instead.

Your product? Our editors can test TemplateDocs in depth and publish a review, labelled as paid · from $149/mo →

TemplateDocs pricing

Plans Free planFreemium A usable free plan; paid tiers unlock the limits above. Prices checked 20 Sep 2026.

See plans on templatedocs.io

All 5 TemplateDocs plans and prices →

TemplateDocs fact sheet

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
Money-back guarantee	14 days
Deployment	Cloud
Platforms	Web
Compliance & security	GDPR
Support	Email, Docs
Built for	Solo, Small business, Mid-market, Enterprise (editorial estimate)
Integrations	9 integrations: Google Drive, Dropbox, OneDrive, Google Sheets, Airtable, Notion …
Pricing	Free plan (source)
Website	templatedocs.io
Facts checked	20 Sep 2026

TemplateDocs integrations

TemplateDocs lists 9 integrations on its own site.

Google Drive
Dropbox
OneDrive
Google Sheets
Airtable
Notion
Zapier
Make
viaSocket

Alternatives to TemplateDocs

See all TemplateDocs alternatives →

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Featured on iTechGuides

TemplateDocs is listed in our Document Automation Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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Last updated 7 Oct 2026 · How we research and update