Docdown Overview

Docdown lets you automate your everyday, repetitive document tasks to work faster and most efficiently.

With Docdown, you can:

  • Create fillable PDF files with customizable, ready-to-use templates.
  • Create a workflow to define the sequence of steps from build to delivery.
  • Trigger a workflow using automatic web forms, integrations, or API calls.

How Docdown Works

Docdown lets you upload your documents, draw and customize fillable areas, and generate online forms to fill them out.

Upload your File   Customize your File Fields   Set Up your Workflow

 

Upload your File

You can upload any file; Docdown will automatically convert it to PDF. 

  •  If you upload a PDF file with fillable forms, they will be imported automatically.

Docdown supports these file types:

  • .pdf
  • .doc
  • .docx
  • .ppt
  • .pptx

Customize your Document Fields 

You can use the drag-and-drop Document Editor to draw fields over your documents and customize their appearance. The editor allows you to test how your customers see the generated form visually.

Once you customize the fields, the document is ready to be added to your automation process.

  Note

Docdown converts your customized documents to PDF templates you can reuse as needed.

Set Up the Workflow 

You can use the visual Workflow Editor to create a sequence of steps to define your custom document automation process—from generation to delivery. You can trigger the workflow from webhooks, API, or by filling out the online form (PDF document).

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