APITemplate.io

Branded documents generated mid-conversation

Your AI agent generates professional PDFs and images on-demand during customer conversations. APITemplate.io transforms JSON data into polished documents using reusable templates, perfect for invoices, certificates, social media graphics, and reports.

Chosen by 800+ global brands across industries

Template-driven document automation

Generate PDFs and images from reusable templates, manage generated assets, and browse your template library through conversational workflows.

APITemplate.io

Use Cases

Document generation workflows

Real scenarios where AI generates invoices, certificates, and branded documents from templates during customer interactions.

Instant Invoice Generation During Sales Conversations

Customer completes a purchase through your AI agent. The agent collects order details, then generates a professional PDF invoice using your branded template, and provides the download link immediately. No waiting for manual processing.

On-Demand Certificate Creation for Course Completions

Student finishes an online course and chats with your AI agent. The agent verifies completion, generates a personalized certificate with their name and completion date, and delivers the PDF instantly within the conversation.

Automated Quote Generation for Service Requests

Prospect describes their project requirements to your AI agent. The agent calculates pricing, generates a detailed quote PDF from your template, and shares it before the conversation ends. Faster quotes mean faster closes.

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APITemplate.io

APITemplate.io

FAQs

Frequently Asked Questions

What document formats can the AI agent generate with APITemplate.io?

The agent generates PDFs using the create_pdf action. APITemplate.io supports multiple template types including WYSIWYG editor templates, HTML to PDF, and Markdown to PDF. Generated documents can include images, QR codes, barcodes, and charts.

How does the agent populate data into PDF templates?

The agent sends JSON data along with a template ID to the APITemplate.io API. Your template contains placeholders that get replaced with the JSON values. For example, customer name, order items, and totals are injected dynamically into invoice templates.

Can the agent find which templates are available in my account?

Yes. The agent uses the list_templates action to retrieve all templates in your APITemplate.io account. This helps identify the correct template ID before generating documents, ensuring the right format is used for each document type.

How do I delete generated documents through the AI agent?

The agent uses the delete_object action with a transaction reference. Each generated PDF or image has a unique transaction reference that identifies it. Provide this reference to permanently remove the document from APITemplate.io storage.

Can the agent retrieve a history of all generated documents?

Yes. The list_objects action returns all generated PDFs and images. You can filter by date range, document type (pdf, image, excel, docx), and template ID. Results are paginated for efficient browsing of large document collections.

What authentication does APITemplate.io require?

APITemplate.io uses API key authentication. You obtain your API key from the APITemplate.io web console and configure it in Tars. All API calls are made over HTTPS with the key passed in the X-API-KEY header.

Does APITemplate.io offer regional data processing?

Yes. APITemplate.io operates endpoints in the US, Europe, Singapore, and Australia. You can choose which region processes and stores your documents to reduce latency and meet data compliance requirements for your business.

Is there a limit on how many documents the agent can generate?

APITemplate.io allows 100 API requests per 10 seconds. The free tier includes 50 PDFs monthly, suitable for testing. Paid plans offer higher volumes. The agent handles rate limiting automatically during high-volume generation scenarios.

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Privacy & Security

We’ll never let you lose sleep over privacy and security concerns

At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.

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