Quickstart

Here's how to get started creating PDFs with DocuPotion:

  1. Register for a DocuPotion account
  2. Generate an API Key
  3. Design your PDF in the template editor
  4. Create a PDF of your template via the DocuPotion

Register for a DocuPotion account

Estimated time: 1 minute

Navigate to the DocuPotion homepage and click on the 'Register / Sign in' or 'Start free trial' button.

This will bring you to the 'Register' page where you can register for an account. You'll then have access to the DocuPotion dashboard.


Generate an API Key

Estimated time: 1 minute

To generate an API Key:

  • Go to your DocuPotion dashboard
  • Navigate to the 'My Account' tab
  • Click on the 'Generate API Key' button:


Design your PDF in the template editor

Estimated time: 5-50 minutes (depends on how complex your PDF is)

Navigate to the 'Templates' tab and click on the 'Create New Template' button:

You can choose one of the pre-built templates or choose 'Blank Template' to start with a blank canvas. Click the 'Create Template' button and you'll be brought to the template editor:

Drop components onto the canvas to design your PDF template:


You can preview how your PDF will look in the 'Preview' tab:

Please note that if you add any custom data (by using {{ }}  inside a text component or by adding a dynamic table component), DocuPotion will automatically populate the 'Preview' tab with sample data. You can edit this sample data in the 'Data' tab:


Create a PDF of your template via the DocuPotion API

Estimated time: 1-5 minutes

Call the DocuPotion API to generate a PDF of your template. The PDF will be returned as base64 encoded data.

See the API docs for full details on using the DocuPotion API.

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