Let’s say you’re onboarding 50 (or more) new clients in a single day and you had to manually draft each contract by filling their details, double-checking terms, and sending it off to the respective clients. This already sounds hectic and time-consuming.
Now, imagine a tool that does all this for you with just a click—this is what a Document Automation API can do. A Document Automation API is like your behind-the-scenes assistant that connects to your business systems and takes over repetitive tasks like creating invoices, contracts, or reports.
In businesses, speed is everything. For example, a real estate company using automation can generate and send lease agreements to tenants in minutes, instead of hours or days. This speed improves client satisfaction and allows you to take on more business.
Mistakes in documents, such as contracts, can also be costly. A typo in a contract’s payment terms might cause financial disputes. Document automation ensures details like client names, dates, and payment terms are accurate every time by pulling information directly from your database.
Document Automation APIs are transforming the way businesses handle their paperwork. In this article, we will look at 10 creative ways to use document automation API for your business processes!
Why Should Businesses Use Document Automation?
Document automation can completely change the way a business manages its paperwork. Instead of manually creating and managing documents, businesses can streamline these tasks with the help of automation tools, saving time, reducing errors, and improving overall efficiency.
Here are some compelling reasons why businesses should embrace document automation:
i. Saves Time and Makes Work Easier
Creating documents by hand can be slow and repetitive. Document automation makes this much faster by instantly generating documents with the correct data, saving you from doing the same tasks over and over.
A study by DocuSign found that businesses using document automation save 80% of the time spent on paperwork. Customers also reported a 25-50% reduction in manual tasks and a 75% faster turnaround time for contracts.
For example, instead of spending hours drafting contracts from scratch, you can use a template and create accurate, professional contracts in just a few minutes. This saves time and helps you focus on more important work.
ii. Reduces Errors and Improves Accuracy
Mistakes are common when tasks like filling out forms, entering data, or creating reports are done manually. Document automation eliminates these errors by pulling accurate data directly from systems, ensuring everything is consistent and reliable.
A Capgemini report found that 67% of businesses saw a noticeable drop in errors after adopting automation. However, only 16% of organizations have implemented automation across multiple use cases, showing that many businesses are still in the early stages of using automation at scale.
Imagine an e-commerce business generating invoices. Instead of entering customer details manually, automation ensures the invoices always have the correct names, addresses, and purchase details. This helps businesses focus on growth while minimizing disruptions caused by manual mistakes.
iii. Improves Customer Experience
Document automation helps businesses provide a smoother and more professional experience for their customers. By instantly creating personalized documents like invoices, contracts, and reports, businesses can reduce delays and improve overall service.
A McKinsey survey found that businesses using automation for document processes report a 30-40% increase in customer satisfaction.
Currently, 70% of organizations are testing or using automation in at least one area of their operations, compared to 66% in 2020 and 57% in 2018.
Imagine a customer receiving a perfectly tailored invoice or contract just moments after placing an order. This leaves a great impression, keeps the customer happy, and makes them more likely to return for future business.
Companies that strategically focus on automation are more likely to meet their goals and see better satisfaction levels for both customers and employees.
APITemplate.io as a Document Automation tool
APITemplate.io is a simple and powerful tool that helps businesses create documents automatically, like contracts, invoices, banners, and reports.
Imagine running a business that generates dozens of documents daily. Instead of doing everything by hand, you can use APITemplate.io to speed up the process and reduce errors.
Here are some of the key features that makes APITemplate.io interesting to work with:
- Dynamic Placeholders: Placeholders are like blank spaces in your templates where the right information is added later. For example, you can create a contract template and use placeholders for a client’s name, date, or address. When it’s time to generate the contract, the API fills in these blanks with real data.
- API Integration: APITemplate.io works with other software using an API, which is like a connector that helps two tools talk to each other. This means your existing systems, like a customer database or an e-commerce platform, can send data to APITemplate.io to create documents automatically without extra steps.
APITemplate.io works with no-code tools like Zapier or Make.com, so you can set up workflows without needing technical skills. For example, you can create a workflow that automatically generates an invoice every time a new order is placed in your system. - Customizable Templates with WYSIWYG Editor: APITemplate.io provides an easy-to-use WYSIWYG editor (What You See Is What You Get). You can design templates by dragging and dropping text boxes, logos, images, or charts—no coding required. What you design in the editor is exactly how the final document or image will appear.
- PDF and Image Generation: You can generate PDFs for contracts, reports, invoices, or forms. APITemplate.io supports advanced options like adding watermarks, extracting text, and including tables or charts for more detailed reports. You can also create certificates, social media graphics, or promotional contents/images. You can also overlay text, logos, or watermarks directly onto images to meet branding needs.
- Faster and Smarter Document Creation: APITemplate.io uses regional servers, so it’s fast and reliable no matter where you are. You can also customize where the data is stored to comply with privacy laws
- Collaboration and Scalability: APITemplate.io is built for teams. You can collaborate on templates, share workflows, and choose from flexible pricing plans that grow with your business—from startups to large enterprises.
APITemplate.io saves hours by automating these repetitive tasks, ensuring every document is professional, accurate, and consistent. Plus, with our advanced features mentioned above, it is a powerful tool for handling complex document needs.
Tips For Getting Started With APITemplate.io
Getting started with APITemplate.io is easy, even if you’re new to automation tools. Here are some tips to make your setup quick and stress-free:
i. Easy Account Creation
To create an account with APITemplate.io, follow the steps below:
- Visit APITemplate.io and create a free account by signing up.
- After successfully signing up, start exploring the platform right away with free trial credits. No upfront payment is needed, so you can experiment with the features.
- Once signed in, you’ll find a clean, beginner-friendly dashboard to manage your templates and API keys.
ii. Reusable Templates
- Navigate to New PDF Template or New Image Template to choose your preferred professional template like contracts, invoices, banners, certificates, social media images, and many more.
- Use the WYSIWYG drag-and-drop editor to customize your template to your preferred preference.
- Add placeholders to these templates for dynamic data like customer names, dates, or unique IDs. This makes your templates reusable for various tasks.
- Save these templates for recurring tasks like sending out invoices or generating certificates.
iii. Integration with Popular Tools
One of APITemplate.io’s strongest features is its ability to integrate with tools you already use, making document automation part of your existing workflow. Here’s how it connects with popular tools:
Retool
Retool users can embed APITemplate.io into their dashboards to generate documents or images on demand. A business dashboard in Retool could use APITemplate.io to create PDF reports for individual clients at the click of a button.
It simplifies workflows by eliminating the need for switching between tools and manual exports. For more information on using retool with APITemplate.io, here’s a detailed article on “How to generate PDFs in Retool”.
Zapier
APITemplate.io integrates with Zapier to automate workflows without any coding. Zapier can trigger APITemplate.io to generate a customized contract and email it automatically to the client.
For instance, you can use Zapier to automate tasks like generating shipping labels, social media images, PDF invoices, and tickets.
You can also connect it with tools like ChatGPT. This helps you save time by automating repetitive tasks, such as sending welcome documents, invoices, or receipts.
Bubble.io
For no-code developers, Bubble.io and APITemplate.io are a perfect match. APITemplate.io allows you to create custom document templates (like PDFs) that can be automatically populated with data.
Bubble.io is a no-code platform that enables you to create web applications with a visual interface. It can integrate with external APIs, including APITemplate.io, by making API calls based on user input or application events.
A real estate app built on Bubble.io can automatically generate lease agreements in PDF format using APITemplate.io when a property is rented.
Combining Bubble.io’s app-building power with APItemplate.io’s automated document creation greatly improves your business processes.
Programming Languages (Python, Node.js, PHP, etc.)
APITemplate.io provides a REST API that developers can integrate into their custom applications.
An e-commerce platform can automatically generate and send order invoices using JavaScript, PHP, Java, C#, Python libraries, Node.js, that interacts with the APITemplate.io API. You can also scrape data directly from websites using automation tools such as Selenium, Puppeteer, Playwright and more.
Want to learn how to do this? Check out our comprehensive guide on Web Scraping using Puppeteer, Generating PDFs with Puppeteer, HTML to PDF conversion using Playwright and Java, and cross browser testing with Selenium and Puppeteer.
Make.com
Make.com is a no-code automation platform that connects apps and services. It allows you to create custom workflows, referred to as scenarios, which automate tasks by triggering actions across various platforms, including APIs like APITemplate.io.
Let’s say you’re running a business where you are required to generate a receipt after every order. Make.com integrates seamlessly with APITemplate.io to help set up workflows, such as generating receipts when an item is ordered.
Here’s a detailed article on how you can generate PDF documents with APITemplate.io and Make.com
Airtable
Airtable is a popular tool that combines the simplicity of a spreadsheet with the power of a database, making it easy for businesses to organize, manage, and collaborate on data.
With APITemplate.io’s integration with Airtable, you can take your data stored in Airtable and automatically generate documents such as contracts, invoices, or reports based on that information. Here’s how APITemplate.io integrates with Airtable
Top 10 Creative Ways To Use Document Automation in 2025
Document Automation APIs are making it easier than ever to create professional documents automatically. This means less time spent on repetitive tasks and more time to focus on what matters.
Here are 10 creative ways you can use these tools in 2025:
i. Custom Certificates for Webinars, Training, or Events
When you host a webinar or event, you can automatically create certificates for attendees. These certificates can include the attendee’s name and event details.
Custom certificates add credibility to your event or training program. They create a sense of accomplishment and encourage active participation. Certificates motivate participants to complete webinars, training, or events.
Document automation tools like APITemplate.io make it easy to generate many certificates quickly and cheaply. Participants often share their certificates online, giving your event more visibility. Not to mention, digital certificates are eco-friendly and avoid printing and shipping costs.
ii. Dynamic Marketing Materials (Brochures or Flyers)
With automation, you can easily create personalized brochures or flyers for different customers or events.
For example, a flyer for one customer might have their name or special offer on it. Personalization makes marketing materials feel more relevant and engaging, which can increase the chances of your audience taking action (like making a purchase or attending an event).
With automated systems, once you enter the necessary information (like customer details or product features), the marketing material is created and ready quickly—sometimes in just a few minutes.
This helps you get materials to your customers faster, so you can respond to trends, events, or sales opportunities in real time.
For example, a real estate agent can create brochures with details of specific properties for different clients without doing it manually.
iii. Onboarding Kits for New Employees
Onboarding kits for new employees provide a great way to make a strong first impression and help them feel welcome and prepared for their new role. Onboarding kits often include a job description, company policies, and an overview of what’s expected from employees.
When a new employee joins, you can automatically generate an onboarding kit. This kit can include personalized documents like their contract, welcome letter, and benefits information. It’s all done quickly and automatically using document automation tools, such as APITemplate.io
iv. E-Commerce Packing Slips with Thank-You Notes
Including thank-you notes with e-commerce packing slips offers several important benefits, both for customer satisfaction and for your business. A thank-you note is an opportunity to strengthen your brand’s voice and connect emotionally with customers and can include special offers, discounts, or information about your loyalty program, encouraging customers to return.
For online stores, you can automatically generate packing slips and include a personalized thank-you note for each customer. This small personal touch can make customers feel valued and can turn a one-time shopper into a repeat customer.
v. Instant Quotes for Sales Teams
Offering instant quotes for sales teams can significantly improve the efficiency of the sales process and enhance customer satisfaction. Instant quotes allow sales teams to provide potential customers with pricing information immediately, without waiting for approval or manually calculating the costs.
Customers appreciate quick, transparent pricing. Instant quotes provide a smooth and professional experience that can make a positive impression.
With Document automation, sales teams don’t have to manually create quotes or go back and forth with customers over pricing details. Instead, the system handles it automatically.
vi. Progress Reports for Students or Projects
Progress reports are an essential tool for tracking the development of students or projects. They offer a clear and structured way to communicate how a student or project is progressing, outlining achievements, challenges, and areas needing improvement.
Progress reports pinpoint areas where students or projects are excelling and areas that require more attention. A project manager might issue a progress report showing completed tasks, upcoming milestones, team performance, and risks that need attention, ensuring stakeholders are well-informed and confident in the project’s direction.
If you’re managing projects or teaching, you can automatically generate progress reports. These reports can update with the latest information and be sent out right away, keeping everyone informed without extra effort.
vii. Customer Satisfaction Reports from Survey Results
Customer satisfaction reports derived from survey results offer valuable insights into how customers feel about a product, service, or overall brand experience. Automation tools can automatically send surveys to customers and collect responses without manual intervention. Businesses can continuously collect feedback at regular intervals, not just at one point in time.
Automation tools could send a satisfaction survey to every customer after a purchase, then automatically analyze the responses. If a customer rates their experience poorly, the system might automatically send them a discount or an apology email.
Meanwhile, the management team receives a report summarizing satisfaction trends, enabling them to quickly address any recurring issues or capitalize on positive feedback. This allows you to quickly respond to customers and make improvements based on their input.
viii. Event Tickets with QR Codes
Using document automation to create event tickets with QR codes brings several benefits, both for the organizers and the attendees. QR codes can be scanned at the event entrance, allowing for quick, contactless check-in.
This speeds up the check-in process, reduces waiting times, and creates a smoother experience for attendees. Document automation tools can instantly generate tickets, including personalized details and QR codes, for each attendee. It saves time and effort compared to manually creating tickets, ensuring that event organizers can focus on other important tasks.
Automation can also update ticket information in real time if necessary, such as changing seating assignments or adding special instructions. If you run events like concerts or conferences, you can create tickets with unique QR codes automatically. These tickets make it easy for attendees to check in and help keep things organized.
ix. Custom Menus for Restaurants
A custom menu allows you to design offerings based on customer preferences, local trends, or dietary requirements. By showcasing signature or specialty dishes, custom menus can encourage customers to try higher-margin or popular items.
For restaurants, you can automatically generate updated menus whenever the offerings change. This ensures that the menu is always up-to-date, whether it’s printed or online.
Additionally, the system can track customer preferences and send personalized discount offers for their favorite dishes, increasing loyalty and encouraging more orders.
x. Personalized Financial Statements for Clients
Using document automation to create personalized financial statements for clients offers several benefits, especially for financial advisors. Financial advisors no longer have to manually create each report from scratch.
Why it’s great? Automation generates personalized reports quickly, freeing up more time for advisors to focus on other important tasks, like advising clients.
With automation, data is pulled directly from financial systems, reducing human mistakes in calculations or data entry. Automated reports also follow a standard template, ensuring that each client’s report looks professional and consistent.
Conclusion
As businesses face more competition, using automation tools is key to staying ahead. By embracing automation, you can simplify your processes and improve the quality of your service.
Document automation helps businesses save time and reduce mistakes by automating tasks like creating reports, invoices, and contracts. This makes workflows more efficient and gives businesses the opportunity to focus on what really matters—growth and customer satisfaction.
Take the next step! Sign up for APITemplate.io today to start automating your business and make your work easier and faster!
