Generating your First Document

Instruction page to walk you through connecting your data and generating your first merged document.

Once your template is created, tokens added, and the preview validated, you are ready to generate your first document in Documint. A document is the final output produced when your template is merged with real data, resulting in a PDF.

Understanding what you will generate

When generating a document, Documint will

1. Take your template

2. Merge it with your datasource

3. Produce a final PDF

Connect your Datasource

With the template ready, the next step is to send the data that should populate it. Documint supports multiple native integrations, allowing you to pull data directly from platforms without writing code or via API.

How to Connect a Datasource (Dashboard)

1. Open your template.

2. Go to the Integrations page

3. Select one of the available integrations (Airtable, HubSpot, Zapier, Make).

4. Follow the Setup Instructions.

Generate the PDF

You can trigger document generation directly from your connected platform:

• From Airtable — Add a button field or automation that sends a record to Documint to produce a PDF.

• From HubSpot — Use workflows to automatically create documents when a deal or contact reaches a specific stage.

• From Zapier — Add the “Generate Document” action in a Zap to automatically create PDFs from the connected app.

• From Make (Integromat) — Include Documint’s “Generate Document” module in your scenario and pass structured data.

These options let you produce documents automatically as part of your workflow.

You can generate PDFs from an inactive template for testing purposes. These test documents include Documint branding at the bottom and do not count toward your usage quota.

Now that you’ve produced your first PDF, you’ve unlocked the core power of Documint: transforming structured data into polished, reliable documents. From here, you can start automating your workflows, connecting more platforms, and generating documents exactly when your business needs them.