Choose the guide you need.
Learn how to set up Word templates, prepare Excel data, choose DOCX or PDF output, or wire saved configs into automation tools and backend workflows.
Template guide
Prepare Word templates with placeholders, repeating sections, table rows, and conditional blocks.
Read the guideExcel data guide
Structure your spreadsheet for clean output: headers, grouping, sparse-fill, and delimited cells.
Read the guideQuick mode
Skip the template - turn Excel rows into form-style DOCX or PDF documents in two clicks.
Read the guideSaved configs
Reuse mappings, formatting, and conditions; recover from header drift; share limits on a license.
Read the guidePlans & limits
What counts, which plans include PDF export, how 402 looks, and how shared-license pooling works.
Read the guideExample recipes
Service agreements, certificates, quotes with line items, packing slips, and more.
Browse recipesTroubleshooting
Split placeholders, header drift, 402 / 409 / 429, oversized inputs - common errors and fixes.
Diagnose an issueAPI docs
Run saved configs from Zapier, Make, n8n, or your backend with Excel uploads or JSON rows.
Read API docsMCP / AI agents
Let an AI agent discover configs, self-describe input, validate, and generate documents over MCP.
Read the MCP guideMost users start with templates.
If you are uploading Excel and a Word document in the app, start with the template guide. If you already have a saved config and want another tool to run it, use the API docs.