How to Generate Documents via API — Without Excel

Call the ExForms API from your own application to fill PDF, Word, PowerPoint, and HTML templates — no Excel in the loop.

The Excel add-in is the right tool when a person is driving. But when your own application needs filled documents — a portal issuing contracts, a nightly job producing statements — you want the same engine without Excel in the loop. The ExForms Document Generation API does exactly that: send structured data, get finished documents back.

The short version

The document generation API works like this: authenticate with an API key, pick a template set you already built in ExForms, post your data as rows, and receive a ZIP of generated documents. One API fills PDF, Word, PowerPoint, and HTML — and a single set can mix all four.

What the document generation API does

  • Fill PDF, Word (.docx), PowerPoint (.pptx), and HTML templates programmatically.
  • Reuse the Template Sets you already build in the add-in — no separate template system.
  • Generate one or many documents from structured, Excel-style data.
  • Receive everything back as a single ZIP, organised by document type.
  • Drop the document generation API into backend services, scheduled jobs, or SaaS integrations.

Authentication

It is an ordinary REST API, and every request carries your X-API-Key header. API access is included with Pro and Enterprise plans, and an API-access add-on pack can enable it on other plans. Keep the key server-side — it is a credential, not something to ship in a browser.

How a document generation API request is shaped

Find your template set

List your sets, then fetch one to see its details — including the individual files it contains and their IDs.

Send your data

Data goes in as rows, spreadsheet style. Row 0 holds the column headers, which must match your Excel column names or placeholder bindings. Row 1 onward holds values, and for PDF and multi-file Word or PowerPoint output, each row produces one document. If a set uses several tables, you supply each table it needs.

Choose what to generate

You can request a document type — pdf, word, ppt, or html — which includes every file of that type in the set, or name a specific form id to generate just that one file. You only send the tables the selected files actually use.

Collect the output

The response gives you a download containing the generated documents, grouped by type.

Where people use the document generation API

  • A customer portal generating contracts or certificates on demand.
  • Scheduled overnight jobs producing statements for every account.
  • A SaaS product offering “download as PDF” backed by real templates.
  • High-volume runs where nobody should be opening Excel.

Common questions

No. The API works without Excel or the add-in. You send data directly from your application.
Yes. A template set can mix PDF, Word, PowerPoint, and HTML, and the output ZIP is organised by type.
Pro and Enterprise include it, and an API-access add-on pack can enable it on other plans.
Generated documents count against your monthly plan allowance, the same as add-in output.
Yes — ready-to-use cURL, C#, Python, and Node.js examples are in the API reference.

Start with the document generation API

Reuse the template sets you already built and call them from your backend. Endpoints, parameters, and code samples are in the Document Generation API reference.

About the Author: Catalin

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