Free document automation for WordPress. Upload DOCX templates, collect data via forms, and deliver personalised PDF or DOCX documents automatically.

WPRobo Limited

Ali Shan

WPRobo DocuMerge Lite is a free WordPress plugin that automates document generation from form submissions — no SaaS subscription, no monthly fees.
Upload a Word/DOCX template with merge tags like <code>{client_name}</code> or <code>{email}</code>, connect it to a form, and on every submission the plugin fills those tags with submitted data and delivers a completed document as DOCX or PDF.
<h4>Why DocuMerge Lite?</h4>
SaaS platforms like Formstack Documents and Gavel charge $1,000–$2,000/year for document automation. DocuMerge Lite gives you the core functionality completely free, self-hosted on your own WordPress site.
<h4>Free Features</h4>
<ul>
<li>DOCX Template Upload — upload existing Word templates with merge tags</li>
<li>Automatic Tag Detection — plugin scans your template and finds all <code>{merge_tags}</code></li>
<li>Built-in Form Builder — drag-and-drop form builder with 6 field types (Text, Textarea, Email, Phone, Number, Date)</li>
<li>Merge Tag Mapping — visually map template tags to form fields</li>
<li>PDF Output — generate PDF documents from submissions via mPDF</li>
<li>DOCX Output — generate completed DOCX documents via PHPWord</li>
<li>Browser Download — submitters can download their document immediately</li>
<li>Submissions Archive — view all submissions with document download links</li>
<li>Shortcode Embed — embed forms anywhere with <code>[wprobo_documerge_form id="X"]</code></li>
<li>Gutenberg Block — embed forms via the block editor</li>
<li>Setup Wizard — guided first-run configuration</li>
<li>Fully Translatable — complete .pot file included</li>
<li>Multisite Compatible — works on WordPress multisite installations</li>
<li>No External Dependencies — everything runs on your server</li>
</ul>
<h4>Pro Features (Upgrade Available)</h4>
Need more power? <a href="https://wprobo.com/plugins/wprobo-documerge/" rel="nofollow ugc">Upgrade to WPRobo DocuMerge Pro</a> to unlock:
<ul>
<li>Signature Field — canvas-based signature capture embedded in documents</li>
<li>Payment Field — charge via Stripe before delivering documents</li>
<li>Dropdown, Radio & Checkbox Fields — advanced choice fields for forms</li>
<li>Conditional Logic — show/hide form fields based on user input</li>
<li>Conditional Document Sections — <code>{if:field == value}...{/if}</code> blocks in templates</li>
<li>Multi-Step Forms — break long forms into guided steps with progress bar</li>
<li>Email Delivery — automatically email documents to submitters</li>
<li>Media Library Storage — save generated documents to WordPress media</li>
<li>Google reCAPTCHA v2/v3 — protect forms from spam submissions</li>
<li>hCaptcha Support — privacy-focused CAPTCHA alternative</li>
<li>WPForms Integration — trigger document generation from WPForms submissions</li>
<li>Contact Form 7 Integration — trigger from CF7 submissions</li>
<li>Gravity Forms Integration — trigger from Gravity Forms submissions</li>
<li>Fluent Forms Integration — trigger from Fluent Forms submissions</li>
<li>Priority Support — direct support from the WPRobo team</li>
</ul>
<a href="https://wprobo.com/plugins/wprobo-documerge/" rel="nofollow ugc">View Pro Features and Pricing</a>
<h4>Source Code</h4>
The full, unminified source code for this plugin (including SCSS and uncompressed JavaScript) is publicly available at:
https://github.com/WPRobo/wprobo-documerge-lite-public
Third-party libraries bundled with the plugin are sourced from their official upstream repositories:
<ul>
<li>Chart.js — https://github.com/chartjs/Chart.js</li>
<li>intl-tel-input — https://github.com/jackocnr/intl-tel-input</li>
<li>Flatpickr — https://github.com/flatpickr/flatpickr</li>
<li>Select2 — https://github.com/select2/select2</li>
<li>Signature Pad — https://github.com/szimek/signature_pad</li>
<li>PHPWord — https://github.com/PHPOffice/PHPWord (via Composer)</li>
<li>mPDF — https://github.com/mpdf/mpdf (via Composer)</li>
</ul>
<h4>Build Instructions</h4>
To build the plugin from source:
<ol>
<li><code>git clone https://github.com/WPRobo/wprobo-documerge-lite-public.git</code></li>
<li><code>cd wprobo-documerge-lite-public</code></li>
<li><code>composer install --no-dev</code> (installs PHPWord, mPDF and other PHP dependencies)</li>
<li><code>npm install</code> (installs the build toolchain — sass, terser)</li>
<li><code>npm run build</code> (compiles SCSS → CSS and minifies JS, writing to <code>assets/css/</code> and <code>assets/js/</code>)</li>
</ol>
Alternatively, run <code>bash deploy.sh</code> from the repository root to execute all of the above and produce a distribution ZIP under <code>production/</code>.
<h4>Use Cases</h4>
<ul>
<li>Law firms — client intake forms that generate signed contracts</li>
<li>Education — student applications that produce enrolment documents</li>
<li>HR — employee onboarding forms that generate offer letters</li>
<li>Real estate — buyer inquiries that produce tenancy agreements</li>
<li>Consulting — proposal forms that generate branded proposals</li>
<li>Any business — automate repetitive document creation from form data</li>
</ul>
<h4>How It Works</h4>
<ol>
<li>Upload a Word/DOCX template with merge tags like <code>{client_name}</code></li>
<li>Create a form using the built-in drag-and-drop form builder</li>
<li>Map each template tag to a form field</li>
<li>Embed the form on any page using a shortcode or Gutenberg block</li>
<li>Done — every submission generates a personalised document automatically</li>
</ol>

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