Beezr Docs
Platform Documentation
Document Templates (Document Generation)

Every business needs to generate documents and we want to automate that task for you. Beezr has a document generation engine that auto-fills and builds the required documents based on templates.

Our customers and users use this feature to generate contracts, receipts, purchase orders, and even management reports.

The engine supports 2 modes for templates:
  1. HTML-based templates with FreeMarker extensions.
  2. Microsoft word templates
HTML-based templates are generated as pdf documents. A known limitation we have is converting Microsoft Word templates to pdf, so the generated document will be docx.

You can add dynamic placeholders in your template like this:

${placeholder_name}

The values of the placeholder will be prepared in Beezr flow using the "document generation" step. We'll discuss this step in detail in the "Workflow" section of the documentation.

To add a new template go to "Templates Manager".




Click "Add Template" to add a new template and choose it's type.