How it Works

Welcome to Documint! We are a document generation platform that lets you generate customized PDFs (such as invoices, proposals, and certificates) using data from these tools:

• HubSpot

• Airtable

• Zapier

• Make.com

• Coda

• Stacker

• Noloco

• Softr

• Pory

• Or directly from your API

Instead of manually editing templates every time your data changes, Documint dynamically merges your data into a pre-designed template and returns a completed PDF ready to send, store, or share.

How does Documint work?

1. Create your Template

You start by building a template inside Documint, think of it like a design tool. You can add text, images, tables, or placeholders for dynamic fields

• Add text, images, and other elements to structure your document.

• Build static and dynamic tables.

• Use dynamic tokens. Tokens are placeholders that represent real data (like customer names, totals, or product images).

• Tokens are generated automatically from your data schema, which defines what fields your data will include (e.g. customer_name, invoice_total, items.description).

You can also add logic and list items visually, for example, repeat a table row for every line item in an invoice.

The result is a clean, visually designed template that’s ready to be filled with live data.

1. Connect your Data Source

Once your template is built, you connect it to the data you want to populate it with. Documint integrates seamlessly with:

• Airtable, HubSpot, and other business tools

• Automation platforms like Zapier, Make, and n8n

• Custom APIs via JSON payloads

When you connect it to Airtable, Documint automatically maps your data fields to the tokens in your template schema.

And when integrating with other data sources, just build the schema on the Custom Data Source option.

You can even test your connection by loading sample records right inside the editor. Each value in your data automatically fills the corresponding token in the template at generation time.

1. Preview the Document

Before generating the final output, you can preview your document with real data inside the Template Designer.

The live preview feature allows you to:

• Verify that text, tables, and images render correctly

• See how tokens resolve using actual data values

• Check that your conditional sections and lists behave as expected

This step ensures your layout and logic are perfect before automating document generation.

1. Generate the PDF

Once your template and data connection are ready, generating your document is simple.

You can trigger a generation:

• Using a button with a Generation Link (e.g., Airtable)

• From a workflow automation (e.g., Zapier or HubSpot workflow)

• Directly via API, by sending JSON data to your template

When the request runs, Documint:

• Replaces each token with your live data

• Renders dynamic images

• Applies logic for repeating lists or conditional sections

• Returns a completed, ready-to-share PDF file or link (we only store the PDF link for 24 hours. Uploading the PDF to a cloud is suggested)

In summary, Documint lets you design once and automate forever. By combining a visual designer, schema-based data mapping, and dynamic token generation, you can create professional PDFs (invoices, quotes, certificates, or reports) automatically populated with your data.