EDocGen Integrations: CRM, Database & API Connectors

☁️ CRM & Business Application Integrations

Generate documents directly from your CRM data — quotes, proposals, contracts, invoices, and onboarding packs — without exporting data or switching tools.

Salesforce AppExchange + API

EDocGen integrates with Salesforce in two ways: a native AppExchange app for clicks-not-code setup, and a REST API integration for custom workflows. Generate PDF, Word, PPTX, and Excel documents from any Salesforce object — Opportunities, Accounts, Contacts, Cases, or custom objects — and deliver them via email or eSign directly from within Salesforce.

Native AppExchange App REST API Opportunities Accounts & Contacts Custom Objects SOQL Queries Bulk Generation OAuth 2.0

Salesforce SOQL query for document generation

How it works — Salesforce REST API:

1Authenticate using Salesforce OAuth 2.0 to obtain an access token.
2Run a SOQL query against the object containing your document data.
3Pass the query result as JSON to the EDocGen document generation endpoint.
4EDocGen populates your Word or PDF template and returns the finished document.

              REST
// 1. Query Salesforce data
GET https://yourorg.my.salesforce.com/services/data/v51.0/query
    ?q=SELECT+Id,Name,Amount,CloseDate+FROM+Opportunity+WHERE+Id='006...'

// 2. Generate document from the data
curl -X POST "https://app.edocgen.com/api/v1/document/generate" \
  -H "x-access-token: YOUR_EDOCGEN_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "documentId": "your-template-id",
    "format": "pdf",
    "markers": {
      "OpportunityName": "Acme Corp — Enterprise Deal",
      "Amount": "$48,000",
      "CloseDate": "2026-09-30"
    }
  }'
            

→ Salesforce Document Generation Guide · Salesforce Invoice Automation · Salesforce PDF Generator Guide

Microsoft Dynamics 365 REST API

Connect EDocGen to Dynamics 365 Sales, Customer Service, or Finance via its Web API. Retrieve entity data from any Dynamics module, map fields to your document template, and generate documents for quotes, proposals, contracts, and service reports.

Web API Sales Module Customer Service Finance & Operations OAuth 2.0 / Azure AD Bulk Generation

Dynamics 365 connection configuration in EDocGen

Dynamics 365 document generation integration

              JavaScript
// Authenticate and get EDocGen token
async function createToken(username, password) {
  const response = await fetch('https://app.edocgen.com/login', {
    method: 'POST',
    headers: { 'Content-Type': 'application/json' },
    body: JSON.stringify({ username, password })
  });
  const data = await response.json();
  return data.token;
}

// Fetch Dynamics entity + generate document
const d365Data = await fetch(
  `https://yourorg.crm.dynamics.com/api/data/v9.1/opportunities(${opportunityId})`,
  { headers: { Authorization: `Bearer ${d365Token}` } }
);
// Pass d365Data to EDocGen generate endpoint ...
            

→ Dynamics 365 Document Generation Example

🗄️ Database Integrations

Connect EDocGen directly to your database using a connection string and SQL query. No data export or ETL step required. Business users can generate documents on-demand or schedule batch runs — no coding needed.

EDocGen connecting to multiple databases including SQL Server, Oracle, MySQL, PostgreSQL

Microsoft SQL Server

Connect to SQL Server (on-premises or cloud) using a standard JDBC/ODBC connection string. Write a SELECT query to pull the data, map columns to template fields, and generate documents in batch or on-demand.

SQL Server 2012+ Azure SQL Windows Auth SQL Auth Bulk Generation Nested Queries

SQL Server connection string setup in EDocGen

SQL tables selection for document generation

              SQL
-- Example: Invoice data with nested line items
SELECT
  i.inv_no, i.logo, i.date, i.trms_pymnt,
  i.po_ref, i.name, i.address, i.contact, i.Email,
  (SELECT iih.Item, iih.Qty, iih.Price, iih.Total
   FROM invoice_items iih
   WHERE iih.inv_no = i.inv_no
   FOR JSON PATH) AS LineItems
FROM invoice i
WHERE i.status = 'pending'
            

→ SQL to PDF Guide · SQL to Word Guide · Azure SQL Example

Oracle Database

Generate PDF and Word documents directly from Oracle Database. EDocGen connects via Oracle JDBC, runs your native PL/SQL query, and produces documents in batch or on-demand mode. Business users and DBAs can use it without writing code.

Oracle 11g+ Oracle Cloud PL/SQL Queries Nested JSON Batch Mode

              PL/SQL
SELECT
  i.inv_no, i.logo, i."date", i.trms_pymnt,
  i.po_ref, i.name, i.address, i.contact, i.Email,
  (
    SELECT JSON_ARRAYAGG(
      JSON_OBJECT('Item' VALUE ii.item,
                  'Qty'  VALUE ii.qty,
                  'Price' VALUE ii.price)
    ) FROM invoice_items ii WHERE ii.inv_no = i.inv_no
  ) AS LineItems
FROM invoice i
            

→ Oracle to PDF Guide · Oracle to Word Guide

MySQL

Connect to MySQL or MariaDB using a standard connection string. EDocGen supports MySQL's JSON_ARRAYAGG for nested data and generates PDF, Word, PPTX, and Excel documents in bulk.

MySQL 5.7+ MariaDB AWS RDS MySQL JSON_ARRAYAGG Bulk Generation

              MySQL
SELECT
  invoice.inv_no, `logo`, `date`, `trms_pymnt`,
  `po_ref`, `name`, `address`, `contact`, `Email`,
  JSON_ARRAYAGG(
    JSON_OBJECT(
      'Item', items.item_name,
      'Qty',  items.quantity,
      'Price', items.unit_price
    )
  ) AS LineItems
FROM invoice
JOIN invoice_items items ON invoice.inv_no = items.inv_no
GROUP BY invoice.inv_no
            

→ MySQL to PDF Guide

PostgreSQL

EDocGen connects to PostgreSQL via JDBC. Use json_agg to build nested arrays for repeating sections and generate reports, statements, and compliance documents from your PostgreSQL data.

PostgreSQL 12+ Amazon RDS PostgreSQL Azure Database for PostgreSQL json_agg Support Batch Reports

→ PostgreSQL Reporting Automation Guide

MongoDB

Connect to MongoDB using a MongoDB connection URI. EDocGen queries your collections, flattens or passes nested documents directly into your template fields, and generates documents in bulk.

MongoDB Atlas MongoDB On-Premises Collection Queries Nested Documents Batch Mode

Azure SQL Server

EDocGen connects to Azure SQL Server using an Azure connection string. No firewall setup required beyond standard Azure outbound access. Supports both basic and managed identity authentication.

Azure SQL Database Azure SQL Managed Instance SQL Auth Managed Identity

Azure SQL Server connection string configuration

→ Azure SQL PDF Generation Example

📁 Data File Integrations

Upload a structured data file to generate documents on-demand or in bulk. No database connection required — ideal for finance teams, HR, and operations users working from spreadsheets or data exports.

{ }

JSON

Generate from any JSON payload or API response

</>

XML

Populate templates from XML data files

📊

Excel (XLSX)

Mail-merge Excel rows into document templates

JSON — Generate Documents from Any API or Data Export

Pass a JSON object or array to the EDocGen API and it will populate your template fields, loops, conditional sections, and nested tables automatically. This is the primary integration pattern for connecting EDocGen to any REST API, microservice, or data pipeline.

              JSON payload
{
  "Invoice_Number": "SBU-2053501",
  "Invoice_Date":   "31-07-2026",
  "Company_Name":   "Acme Corporation",
  "Address":         "One Market St, San Francisco, CA 94105",
  "LineItems": [
    { "Description": "EDocGen Enterprise", "Qty": 1, "Price": "$4,250" },
    { "Description": "Implementation",    "Qty": 1, "Price": "$1,500" }
  ],
  "Total":  "$5,750.00",
  "LogoUrl": "https://cdn.acme.com/logo.png"
}
            

→ JSON to PDF Example · JSON to Word Guide · JSON to PowerPoint Example

XML — Universal Data Interchange Format

EDocGen natively parses XML files and maps elements to template tags. Supports nested elements, attributes, and namespaces. Ideal for ERP exports, EDI data, and regulatory filings that produce XML output.

XML data mapped to SQL and document templates

→ XML to PDF Guide · XML to Word Guide · XML to PowerPoint · Convert XML to PDF

Excel (XLSX) — Mail Merge for the Modern Enterprise

EDocGen goes far beyond basic mail merge with Excel. It supports vertical and horizontal data orientations, many-to-one merging (multiple rows into one document), multiple tables per document, dynamic images, and conditional sections — all from a single Excel file.

Excel file upload for document generation

Sample Excel spreadsheet for EDocGen mail merge

→ Export Excel to Word Guide · Fill PDF Form from Excel · Excel to PDF · Excel to PowerPoint

📤 Document Distribution Integrations

EDocGen doesn't just generate documents — it delivers them. Configure distribution channels once and every generated document is automatically routed to the right destination without manual steps.

EDocGen document distribution channels: email, eSign, cloud storage

📧

Email Delivery

Automatically email generated documents to recipients. Configure sender name, subject, body, reply-to, and CC/BCC. Supports per-recipient personalisation from your data source.

✓ SendGrid ✓ Office 365 ✓ G Suite / Gmail ✓ AWS SES ✓ SMTP

→ Email Distribution Setup

✍️

eSign Integration

Send generated documents directly to an eSign provider for signature. EDocGen triggers the signature request automatically after generation — no manual upload needed.

✓ DocuSign ✓ Adobe Sign

→ eSign Distribution Setup

☁️

Microsoft OneDrive & SharePoint

Save generated documents directly to OneDrive or SharePoint libraries. Supports folder routing so documents are automatically organised by customer, date, or document type.

✓ OneDrive for Business ✓ SharePoint Online

→ OneDrive Setup

🪣

AWS S3

Archive generated documents to an S3 bucket. Configure bucket name, key prefix, and ACL settings. Supports versioning and lifecycle policies for long-term document storage.

✓ AWS S3 ✓ S3-Compatible Storage

→ Cloud Storage Setup

📂

Google Drive

Automatically save generated documents to Google Drive folders. Configure folder IDs and naming conventions to keep documents organised by project or client.

✓ Google Drive ✓ Shared Drives

✅

Approval Workflows

Route generated documents through one or more approvers before final delivery. Configure email notifications, approval actions, and rejection handling with an audit trail.

✓ Multi-step approval ✓ Email notifications ✓ Audit trail

→ Approval Workflow Setup

🔌 Developer & API Integrations

Integrate EDocGen into any application using the REST API or one of the language-specific SDK examples. All API calls use token-based authentication and return the generated document as a binary stream or download URL.

REST API Core Integration

EDocGen's REST API lets you trigger document generation from any application, workflow engine, or script. Authenticate once per session, then pass your template ID and data payload to generate a document and receive it as a binary response or download URL.

JSON Payload Token Auth (x-access-token) PDF / DOCX / PPTX / XLSX output Swagger / OpenAPI Spec Batch Support

              cURL
# Step 1: Authenticate
curl -X POST "https://app.edocgen.com/login" \
  -H "Content-Type: application/json" \
  -d '{"username":"[email protected]","password":"yourpassword"}'

# Step 2: Generate document
curl -X POST "https://app.edocgen.com/api/v1/document/generate" \
  -H "x-access-token: YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "documentId": "69039b5b360e2742f966102e",
    "format": "pdf",
    "outputFileName": "Invoice_Acme_2026",
    "markers": {
      "Invoice_Number": "SBU-2053501",
      "Invoice_Date":   "31-07-2026",
      "Company_Name":   "Acme Corp",
      "Total":          "$5,750.00"
    }
  }'
            

→ Full REST API Guide · Swagger API Docs

Python

Use the requests library to authenticate, upload a template, and generate documents in Python scripts, Django apps, or Flask microservices.

                  Python
import requests

# Authenticate
token_resp = requests.post(
    "https://app.edocgen.com/login",
    json={"username": USERNAME, "password": PASSWORD}
)
token = token_resp.json()["token"]

# Generate document
doc_resp = requests.post(
    "https://app.edocgen.com/api/v1/document/generate",
    headers={"x-access-token": token},
    json={
        "documentId": "your-template-id",
        "format": "pdf",
        "markers": {"Name": "Acme Corp"}
    }
)
with open("output.pdf", "wb") as f:
    f.write(doc_resp.content)
                

→ Full Python Example · Generate PDF in Python Guide

C# / .NET

Integrate EDocGen into .NET applications using HttpClient. The example project includes authentication service, caching with Redis, document service, and email delivery.

                  C#
var client = new HttpClient();
client.DefaultRequestHeaders.Add(
    "x-access-token", authToken);

var payload = new {
    documentId = "your-template-id",
    format     = "pdf",
    markers    = new {
        CustomerName = "Acme Corp",
        OrderTotal   = "$4,250"
    }
};

var response = await client.PostAsJsonAsync(
    "https://app.edocgen.com/api/v1/document/generate",
    payload);
var pdfBytes = await response.Content.ReadAsByteArrayAsync();
                

→ Full C# Example with Redis Caching

PHP

Call the EDocGen REST API from PHP using cURL or Guzzle. Works with Laravel, Symfony, WordPress, or standalone PHP scripts.

                  PHP
$ch = curl_init("https://app.edocgen.com/api/v1/document/generate");
curl_setopt_array($ch, [
    CURLOPT_POST          => true,
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_HTTPHEADER    => [
        "x-access-token: " . $token,
        "Content-Type: application/json"
    ],
    CURLOPT_POSTFIELDS    => json_encode([
        "documentId" => "your-template-id",
        "format"     => "pdf",
        "markers"    => ["Name" => "Acme Corp"]
    ])
]);
$pdf = curl_exec($ch);
file_put_contents("output.pdf", $pdf);
                

→ Full PHP Example

Java

Use the EDocGen REST API from Spring Boot or any Java application via RestTemplate or WebClient. Full Spring Boot example available with service layer and authentication.

                  Java
// Spring Boot — RestTemplate
HttpHeaders headers = new HttpHeaders();
headers.set("x-access-token", authToken);
headers.setContentType(MediaType.APPLICATION_JSON);

Map<String, Object> body = new HashMap<>();
body.put("documentId", "your-template-id");
body.put("format",     "pdf");
body.put("markers",    Map.of("Name", "Acme Corp"));

ResponseEntity<byte[]> resp = restTemplate.exchange(
    "https://app.edocgen.com/api/v1/document/generate",
    HttpMethod.POST,
    new HttpEntity<>(body, headers),
    byte[].class);
                

→ Document Generator API Guide

🖊️ Interactive Web Forms

EDocGen automatically converts any Word or PDF template into a shareable web form — no coding required. Users fill the form, submit, and the completed document is generated and delivered instantly.

Auto-Generated Document Forms

Upload a template with dynamic tags and EDocGen creates a fully functional web form. Every {{FieldName}} in your template becomes an input field. The form is accessible via a shareable URL — no EDocGen account needed to fill it.

1Upload a Word or PDF template with dynamic field tags.
2EDocGen auto-generates a web form with one field per tag.
3Share the form URL with customers, staff, or vendors.
4On submission, EDocGen generates the completed document and emails or stores it automatically.

No login needed for respondents Shareable URL Embeddable via iframe Save as draft File upload support Auto-delivery on submit

→ Document Form Setup · Digital Forms Guide · PDF to Fillable Form

Auto-generated web form from Word template

🔐 SSO & Authentication

Enterprise customers can centralise authentication using Single Sign-On. EDocGen supports SAML 2.0, enabling your team to log in with their existing corporate identity provider credentials.

SAML 2.0 Single Sign-On

Enable SSO so users log in with their corporate credentials — no separate EDocGen password required. Supports the major enterprise identity providers.

SAML 2.0 Okta Azure Active Directory Google Workspace OneLogin ADFS

Configuration requirements:

1Provide EDocGen with your Identity Provider (IdP) metadata URL or XML file.
2Configure your IdP with EDocGen's Entity ID and Assertion Consumer Service (ACS) URL.
3Map SAML attributes (email, name) to EDocGen user fields.
4Test SSO login from your IdP dashboard.

→ SSO Setup Guide · User Administration · Data Protection Addendum · HIPAA BAA