Document Generation API
Automated Document Creation for High-Volume Business Workflows
Generate Documents Automatically – Directly From Your CRM
Papertrail’s Document Generation API empowers businesses to create consistent, branded documents automatically, using data sent directly from their internal systems.
Contracts, letters, agreements, onboarding forms, notifications – instantly generated, perfectly formatted, and automatically delivered via Email, SMS, or WhatsApp.
Built for enterprises that need accuracy, compliance, and high-volume automation without manual work.
json
6POST /v1/documents/generate
{
“template_id”: “contract_v3”,
“data”: {
“customer_name”: “John Doe”,
“customer_ID”: “999999999”,
“birth_date”: “1999-10-17”,
“start_date”: “2025-12-01”,
“expiry_date”: “2025-12-01”
“address”: “123 Main Street”,
“price“: “£500”,
“policy_number”: “ACME-2025-12345”,
“coverage_type”: “Comprehensive”,
},
“delivery“: {
“email“: “john@doe.com”}
“phone”: “078 777 8899”
}
What Is the Document Generation API?
A cloud-based engine that connects your CRM, ERP, or line-of-business system to your templates hosted in Papertrail.
You send structured data → we return a fully generated document – or deliver it straight to your customer.
Think of it as your team’s centralized, compliant document factory.
Create, Send and Store your Letters Directly from your CRM
Automate the creation of contracts, letters, agreements, onboarding packs, and customer notifications directly from your CRM or business system.
Papertrail’s Document Generation API merges your data with your stored templates and delivers the completed document by Email, SMS, or WhatsApp—instantly and at scale.
How it Works:
1. Store Templates in Papertrail
Upload your DOCX, PDF, or HTML templates. Add dynamic fields, conditions, and branding.
2. Send Data via API
Your CRM sends a JSON payload with customer or transaction fields.
3. Document Auto-Generated
Papertrail merges data with your chosen template and produces a final PDF or DOCX.
4. Deliver or Return
Send via Email/SMS/WhatsApp or receive the file back via API. Delivery logs included.
Why Companies Use It
✓ Centralized Template Governance
All templates managed in one place — always up-to-date, compliant, and brand-consistent.
✓ High-Volume, High-Speed Automation
Generate thousands of documents in real time with near-zero manual involvement.
✓ Embedded in Your Tech Stack
Connect your CRM, dealer system, HR platform, finance software, or any backend via REST API.
✓ Multi-Channel Customer Delivery
Email, SMS, WhatsApp, or API callback — whichever fits your workflow.
✓ Secure, Audited, Enterprise-Ready
Full encryption, version control, activity logs, and delivery tracking.
Capabilities
Template Intelligence
Conditional logic (show/hide sections)
Dynamic tables & repeatable rows
Merge fields & variable mapping
Supports multi-language templates
API Automation
REST API
JSON data input
Webhook callbacks
Batch generation
Document Output
PDF
DOCX
HTML (optional)
Delivery Options
Send via Email
Send via SMS
Send via WhatsApp
Return file to your system
File Format Support
Upload a template in:
DOCX, DOC, ODT, TXT or SQL format.
Provide the fields in JSON, XLSX, XLS or CSV.
Compliance & Security
Encrypted in transit & at rest
Template version history
Audit trails for every document
Role-based permissions