Generate Multiple Docs - Batch Creator for Make

PDF4me Generate Documents Multiple module delivers automated bulk document generation from single template within Make scenarios using Word, HTML, or PDF templates with array data sources. This powerful mail merge service processes JSON, XML, or CSV arrays to create multiple personalized documents—enabling bulk certificate issuance, mass invoicing, batch letter generation, and high-volume document automation workflows across cloud storage platforms.

Authenticating Your API Request

To access the PDF4me Web API through Make, every request must include proper authentication credentials. Authentication ensures secure communication and validates your identity as an authorized user, enabling seamless integration between your Make scenarios and PDF4me's powerful bulk generation services.

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Key Features

• Bulk Generation: Create hundreds of documents from single template
• Multi-Template Support: Use Word, HTML, or PDF templates
• Array Processing: Process JSON/XML/CSV arrays automatically
• One Document Per Record: Generate personalized document for each data item
• Efficient Processing: Handle high-volume generation in single operation

Parameters

Complete list of parameters for the Generate Documents Multiple module. Configure these parameters to control bulk document generation.

Important: Parameters marked with an asterisk (***) are required and must be provided for the module to function correctly.

Parameter	Type	Description	Example
Template File Type***	String	Template Format Selection • Word - DOCX template with merge fields • Html - HTML template with mustache syntax • Pdf - PDF template with form fields • Determines how template is processed	Word
Template Name***	String	Template Filename • Template file name with extension • Must match Template File Type • Used for identification and naming • Supports dynamic values	certificate_template.docx
Template***	Buffer	Template File Content • Map template buffer from previous module • Source from Dropbox, Google Drive • Binary template with placeholders • Reusable for multiple generations	[Template Buffer]
Document DataType***	String	Data Array Format • Json - JSON array of data objects • Excel - Excel file with data rows • Csv - CSV file with data records • Format of bulk data source	Json
Document Data Text	String	Inline Data Array • Data array as text string • Use for JSON/XML text from modules • Alternative to Document Data File • One document generated per array item	[{"name":"John"},{"name":"Jane"}]
Document Data File	Buffer	Data File Content • Map data file buffer with array data • Excel or CSV file with multiple records • Alternative to Document Data Text • Bulk data source for generation	[Excel Buffer]
Meta Data Json	String	Field Configuration Metadata • Optional JSON for advanced field settings • Configure date formatting, field types • Specify data transformation rules • Advanced customization	{"FieldsMetaData":[...]}

Output

The PDF4me Generate Documents Multiple module returns comprehensive output data for seamless Make scenario integration:

Table

Table View

Response data in a structured table format:

Parameter	Type	Description
Documents	Array of Objects	Collection of all generated documents
Name	String	Individual document filename per record
Doc Data	Buffer	Individual document content per record

JSON

JSON Response Format

The raw JSON response from the module:

{
  "Documents": [
    {
      "Name": "certificate_001.pdf",
      "Doc Data": "[Buffer Data]"
    },
    {
      "Name": "certificate_002.pdf",
      "Doc Data": "[Buffer Data]"
    }
  ]
}

Scenario Integration

Make Scenario Usage

Use generated documents array in subsequent modules:

• Iterator: Loop through documents array for individual processing
• Email Distribution: Send each document to respective recipient
• Cloud Upload: Upload all documents to storage folders
• Zip Archive: Combine all documents into single archive
• Batch Processing: Process generated documents in bulk
• Individual Actions: Handle each document separately

Scenario Examples

The PDF4me Generate Documents Multiple module in Make provides comprehensive scenario templates for bulk generation automation:

Bulk Certificates

Automated Bulk Certificate Generation Scenario

Transform your certification with automated mass certificate issuance:

Complete Scenario Steps:

1. Trigger: Training batch completed in LMS
2. Get Completions List: Retrieve all student completions
3. Format Data Array: Prepare JSON array with student data
4. Get Template: Fetch certificate template from storage
5. Generate Certificates: Create certificate for each student
6. Iterator: Process each generated certificate
7. Email Individual: Send personalized certificate to each student
8. Archive All: Store all certificates in completion folder

Business Benefits:

• Generates 500+ certificates per training batch automatically
• Eliminates hours of manual certificate creation
• Ensures consistent formatting across all certificates
• Enables instant delivery to all participants

Create Scenario

Mass Invoicing

Automated Monthly Mass Invoice Generation Scenario

Streamline your billing with automated bulk invoice creation:

Complete Scenario Steps:

1. Trigger: Scheduled monthly billing run
2. Query Customers: Get all customers requiring invoicing
3. Prepare Billing Data: Format JSON array with customer data
4. Get Invoice Template: Fetch branded invoice template
5. Generate Invoices: Create invoice for each customer
6. Iterator: Process each generated invoice
7. Email Customer: Send personalized invoice to each customer
8. Update Accounting: Mark all invoices as sent

Business Benefits:

• Generates 1000+ invoices monthly in single operation
• Reduces billing cycle time from 3 days to 2 hours
• Eliminates manual invoice creation entirely
• Provides instant invoice delivery to all customers

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Personalized Letters

Automated Bulk Personalized Letter Campaign Scenario

Optimize your communications with automated mass letter generation:

Complete Scenario Steps:

1. Trigger: Marketing campaign initiated
2. Get Recipient List: Query target audience from CRM
3. Prepare CSV Data: Export recipient data as CSV array
4. Get Letter Template: Fetch HTML letter template
5. Generate Letters: Create personalized letter for each recipient
6. Iterator: Process each generated letter
7. Email Send: Deliver letter to each recipient
8. Track Campaign: Log all letter deliveries in database

Business Benefits:

• Generates 2000+ personalized letters per campaign
• Enables mass personalization at scale
• Reduces campaign preparation time by 95%
• Provides professional personalized communications

Create Scenario

Offer Letter Batch

Automated Bulk Offer Letter Generation Scenario

Enhance your recruiting with automated offer letter creation:

Complete Scenario Steps:

1. Trigger: Hiring decisions finalized for cohort
2. Get Candidate List: Retrieve all candidates with offers
3. Format Offer Data: Prepare JSON with salary, role, start date
4. Get Offer Template: Fetch Word offer letter template
5. Generate Offers: Create personalized offer for each candidate
6. Iterator: Process each generated offer letter
7. Email Candidate: Send personalized offer to candidate email
8. Update ATS: Mark offers as sent in recruiting system

Business Benefits:

• Generates 50+ offer letters per hiring cycle automatically
• Reduces offer preparation time from 2 hours to 10 minutes
• Ensures consistent offer terms and formatting
• Accelerates candidate response time with instant delivery

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Industry Use Cases & Applications

Education & Training

• Bulk Certificates: Generate certificates for class completions
• Report Cards: Create student progress reports in bulk
• Enrollment Letters: Generate admission confirmations
• Transcript Batches: Create multiple official transcripts

Finance & Accounting

• Mass Invoicing: Generate customer invoices in bulk
• Statement Generation: Create account statements for customers
• Tax Documents: Generate tax forms for clients
• Payment Receipts: Create transaction receipts in bulk

Human Resources

• Offer Letter Batches: Generate employment offers for cohorts
• Onboarding Packets: Create welcome documents for new hires
• Performance Reviews: Generate review documents in bulk
• Benefits Enrollment: Create personalized benefits documents

Marketing & Sales

• Personalized Proposals: Create customized proposals in bulk
• Campaign Letters: Generate personalized marketing letters
• Event Invitations: Create personalized invitations
• Customer Communications: Generate targeted communications

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