Use cases by generation workflow

See what each document use case needs: CSV bulk generation for rows of recipients, API generation for app-driven documents, e-signatures for approval flows, or the editor for reusable templates.

Education

Course certificates

Generate branded completion certificates for every learner directly from your LMS data, training spreadsheet, or course platform export. Best when you need to issue certificates for many students, trainees, or workshop attendees at once.

CSV bulk generation
Upload CSV rows

Input: Save a certificate template, then upload a CSV with learner and course columns.. Output: Documint validates placeholders and stores one generated certificate per learner..

Course certificates

People operations

Employee documents

Create offer letters, payslips, onboarding packs, employment certificates, and internal HR documents from employee records. Best when documents should be generated from your HRIS, payroll tool, or onboarding form without manual editing.

API generation
Send API payloads

Input: Connect your HR workflow by sending structured employee data to a saved template.. Output: Documint returns a generated PDF or PNG URL and records the file in history..

Employee documents

Events

Event badges

Produce print-ready attendee badges with personalized names, ticket types, company names, and scannable QR codes. Best when you have a guest list and need badges generated in bulk before the event starts.

CSV bulk generation
Upload attendee CSV

Input: Upload attendee rows with names, ticket types, company details, and QR URLs.. Output: Documint renders print-ready badges and keeps generated files available for download..

Event badges

Memberships

Membership certificates

Render annual membership certificates, renewal proofs, and member documents from your CRM or member portal. Best when a certificate should be created automatically when someone joins, renews, or updates their membership.

API generation
Generate from API data

Input: Send member data from your CRM or portal into a reusable membership template.. Output: Documint fills member fields, renewal dates, and returns a certificate file URL..

Membership certificates

Finance

Invoices & statements

Turn billing records into polished invoices, monthly statements, receipts, and account summaries with consistent branding. Best when financial documents should be generated from billing events, account records, or structured payloads.

API generation
Send billing JSON

Input: Send invoice, customer, payment, and line-item data through the document API.. Output: Documint renders the financial document and saves it to generated-file history..

Invoices & statements

Sales

Proposals & agreements

Create personalized proposals, quote documents, service agreements, and approval packets that can move into signing. Best when a generated document needs review, approval, or a recipient signature after it is created.

E-signature workflow
Place e-sign fields

Input: Use a saved proposal template with signer fields and customer-specific payload data.. Output: Documint creates recipient signing links and can render the completed signed PDF..

Proposals & agreements

Compliance

Compliance documents

Generate controlled disclosures, audit copies, policy acknowledgements, and reports from approved document layouts. Best when consistency, traceability, and reusable approved templates matter more than visual experimentation.

Template editor + CSV/API
Use approved templates

Input: Generate from reviewed CSV rows or API payloads against an approved template.. Output: Documint stores the generated document so your team can review and download it later..

Compliance documents

Analytics

Personalized reports

Automatically deliver customer-specific reports, summaries, scorecards, and account updates from your analytics stack. Best when each customer needs a report generated from fresh data on a schedule or app event.

API generation
Send analytics payloads

Input: Send report data from your app or scheduled backend job to a saved report template.. Output: Documint renders a personalized report and returns a downloadable file URL..

Personalized reports