DocuGenerate
Your AI agent collects customer details during a conversation and generates polished contracts, invoices, or certificates on the spot using DocuGenerate templates. No manual data entry, no waiting. Documents arrive seconds after the customer provides their information.
Your AI agent merges customer data into Word templates and delivers finished PDFs, all while the conversation is still happening.
DocuGenerate
See how businesses use AI agents to capture customer information and produce finished documents without any manual steps in between.
A prospect fills in their company name, contact details, and service tier during a chat. Your AI Agent merges that data into a DocuGenerate contract template and returns a branded PDF in seconds. The prospect downloads their contract before the conversation ends. Your sales team skips the manual drafting entirely, and deals close faster because there is zero delay between agreement and paperwork.
A customer completes a purchase and asks for an invoice. Your AI Agent gathers the transaction amount, billing address, and line items, then calls DocuGenerate to produce a formatted PDF invoice from your template. The customer receives the document immediately without contacting your accounting team. Invoice requests drop from your support queue entirely.
An education platform needs to send completion certificates to 200 students. Your AI Agent takes the list of names and course details, triggers DocuGenerate's bulk ZIP generation, and produces all 200 personalized certificates in a single archive. The admin downloads one file instead of creating documents one by one. Hours of manual work compressed into a single API call.
DocuGenerate
FAQs
The agent retrieves your full template list using DocuGenerate's Template Get or List endpoint. Based on what the customer needs, whether it is a contract, invoice, or certificate, the agent matches the request to the correct template ID and proceeds with document generation. You can also configure default templates for specific conversation flows.
Yes. DocuGenerate supports multiple output formats including PDF, PDF/A, DOCX, DOC, ODT, and TXT. The agent specifies the desired output_format parameter when calling the generation endpoint. You can set a default format or let the customer choose during the conversation.
That depends on your template's merge tags. If your contract template has tags for customer_name, company, and address, the agent asks for exactly those fields. The agent maps the collected data to JSON and sends it to DocuGenerate. Only the fields defined in your template are required.
Tars does not permanently store your generated documents. DocuGenerate returns a temporary download URL when a document is created. The agent delivers that URL to the customer during the conversation. Document storage and retention is managed on your DocuGenerate account according to your plan settings.
Yes. The agent uses DocuGenerate's Generate with Attachments endpoint, passing URLs or base64-encoded data of the files you want embedded. This bundles supporting documents directly into the generated PDF, so the customer receives everything in one file.
The agent sends an array of data objects to DocuGenerate's Bulk ZIP endpoint. Each object represents one document. DocuGenerate processes the batch and returns a ZIP archive containing all generated files. This is useful for certificate batches, personalized letters, or mass invoice runs triggered from a single conversation.
DocuGenerate uses a simple API key for authentication. In your Tars dashboard, navigate to Tools, select DocuGenerate, and paste your API key from your DocuGenerate account settings. No OAuth flow or complex setup is needed. The connection is established immediately.
The web app requires someone to log in, select a template, paste data, and download the result. With Tars, the AI agent handles this entire workflow during a customer conversation. Data collection and document generation happen simultaneously, eliminating the back-and-forth between your team, the customer, and the DocuGenerate dashboard.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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