TurboDocx Documentation

Turbocharging your Document Workflows

This file contains links to documentation sections following the llmstxt.org standard.

Table of Contents

• Deliverable API: Complete guide for the TurboDocx Deliverable API. Create, manage, and download deliverables generated from templates using the v1 API endpoints.
• Create Image Variable (Folder): Create Image Variable (Folder)
• Create Tag: Create Tag
• Create Webhook: Register a new signature webhook for the org. The name field is hardcoded to signature by the SDK. The returned secret is shown once — st...
• Delete Tags (by IDs): Delete Tags (by IDs)
• Delete Template: Delete Template
• Delete Variables (by IDs): Delete Variables (by IDs)
• Delete Webhook: Soft-delete the org's signature webhook and its delivery history.
• Edit Template Metadata: Edit Template Metadata
• Extract Template Placeholders and Generate Preview: Extract Template Placeholders and Generate Preview
• Get Template by ID: Get Template by ID
• Get Templates and Folders: Get Templates and Folders
• Get Webhook Stats: Retrieve aggregate delivery statistics for the org's signature webhook over a sliding time window. Returns per-event breakdown, success rates, aver...
• Get Webhook: Retrieve the org's signature webhook including current configuration, delivery statistics, and the list of available event types.
• List Webhook Deliveries: List historical delivery attempts for the org's signature webhook. Supports pagination and filtering by event type, delivery status, and HTTP respo...
• Notify Webhook: Send a manual notification to all URLs configured on the org's signature webhook. Routes through the same backend handler as Test Webhook; use Test...
• Read Tag: Read Tag
• Read Variables (Folder): Read Variables (Folder)
• Regenerate Webhook Secret: Rotate the org's signature webhook HMAC secret. The new secret is returned once — store it immediately. Old HMAC signatures will fail as soon a...
• Replay Webhook Delivery: Manually retry a specific past delivery by its ID. Creates a new delivery row and immediately attempts re-delivery to all configured URLs. Returns ...
• Test Webhook: Send a test event delivery to all URLs configured on the org's signature webhook. Returns a summary of delivery results including any per-URL error...
• TurboDocx API Documentation: Welcome to the TurboDocx API Documentation. This comprehensive guide is designed to provide developers with all the information required to interac...
• Update Tag: Update Tag
• Update Variable (by ID): Update Variable (by ID)
• Update Webhook: Patch one or more fields on the org's signature webhook. All fields are optional — supply only what you want to change.
• Upload Template with Optional Default Values: Upload Template with Optional Default Values
• Configuring SharePoint and OneDrive: Configure SharePoint and OneDrive for Business integration with TurboDocx using Microsoft Graph API to import templates and export deliverables.
• SCIM User Provisioning: Set up SCIM provisioning to automate user lifecycle management in TurboDocx with Okta, Azure AD, and other identity providers.
• Single Sign-On (SSO) Configuration: Integrate TurboDocx with your SSO provider using SAML or OpenID Connect. Supports Okta, Azure AD, OneLogin, Auth0, and more.
• ConnectWise PSA Integration: Automatically generate proposals, contracts, service reports, and presentations from ConnectWise PSA data. Turn companies, contacts, and opportunit...
• Fireflies AI Integration: Transform Fireflies AI meeting transcripts into professional documents and presentations. Coming soon - AI-powered meeting documentation and automa...
• Google Drive Integration: Connect TurboDocx to Google Drive to import templates and export generated documents directly to your Drive folders.
• HubSpot Integration: Transform your HubSpot data into professional documents, proposals, and presentations with TurboDocx. Create personalized deliverables using your r...
• OneDrive and SharePoint Integration: Import templates and export documents seamlessly with OneDrive and SharePoint. Configure Azure AD integration for secure document management and cl...
• Salesforce Integration: Transform your Salesforce data into professional documents, proposals, and presentations with TurboDocx. Create personalized deliverables using you...
• Microsoft Teams Integration: Transform Teams meetings into professional documents and presentations. Coming soon - Microsoft Teams integration for automated meeting documentati...
• How to Setup AI Variable Configuration: Learn how to configure AI-driven variables in your TurboDocx templates so that AI generates content automatically during Wrike document automation.
• How to Setup Document Generation Automation: Configure a Wrike automation to automatically generate documents from a template when a task status changes.
• How to Setup Static Field Mapping: Learn how to map Wrike custom fields (like revenue or currency fields) to TurboDocx template variables for automated document generation.
• Wrike Integration: Automate document generation from Wrike projects with TurboDocx. Generate SOWs, proposals, and reports directly from your Wrike tasks and folders u...
• Setting Up a Wrike Automation: Step-by-step guide to connecting your Wrike account to TurboDocx and creating an automation with trigger statuses and folder monitoring.
• How to Add Signature Anchors: Learn how to add TurboSign signature anchor fields to your TurboDocx template variables for automated document signing from Wrike.
• How to Setup E-Signature Automation: Configure a Wrike automation to automatically generate documents and send them for e-signature using TurboSign.
• End-to-End Example: Generate & Sign a Proposal: Watch the full Wrike workflow in action — trigger document generation from a task status change, review an AI-powered proposal, and send it for e-s...
• Troubleshooting and FAQ: Troubleshooting common Wrike integration issues and frequently asked questions about TurboDocx document generation from Wrike.
• Zapier Integration: Export TurboDocx documents to 5,000+ apps with Zapier automation. Connect your document generation to any CRM, project management, or cloud storage...
• Zoom Integration: Automatically turn Zoom transcripts into documents, proposals, and slide decks with TurboDocx. Speed up follow-ups, sales cycles, and client onboar...
• Go SDK: Official TurboDocx Deliverable Go SDK. Idiomatic Go with context support for document generation from templates.
• Java SDK: Official TurboDocx Deliverable Java SDK. Builder pattern API with comprehensive error handling for document generation from templates.
• JavaScript / TypeScript SDK: Official TurboDocx Deliverable JavaScript and TypeScript SDK. Full TypeScript support with async/await patterns for document generation from templa...
• PHP SDK: Official TurboDocx Deliverable PHP SDK. Modern PHP 8.1+ with strong typing, enums, and PSR standards for document generation from templates.
• Python SDK: Official TurboDocx Deliverable Python SDK. Async-first design with type hints for document generation from templates.
• Go SDK: Official TurboDocx Go SDK. Idiomatic Go with context support for document generation and digital signatures.
• SDKs Overview: Official TurboDocx SDKs for JavaScript, Python, PHP, Go, and Java. Get started with document generation, deliverables, digital signatures, and part...
• Java SDK: Official TurboDocx Java SDK. Builder pattern API with comprehensive error handling for document generation and digital signatures.
• JavaScript / TypeScript SDK: Official TurboDocx JavaScript and TypeScript SDK. Full TypeScript support with async/await patterns for document generation and digital signatures.
• TurboPartner Go SDK: Official TurboDocx Partner SDK for Go. Manage organizations, users, API keys, and entitlements programmatically with Go 1.21+.
• TurboPartner JavaScript SDK: Official TurboDocx Partner SDK for JavaScript and TypeScript. Manage organizations, users, API keys, and entitlements programmatically.
• TurboPartner PHP SDK: Official TurboDocx Partner SDK for PHP. Manage organizations, users, API keys, and entitlements programmatically with PHP 8.1+.
• TurboPartner Python SDK: Official TurboDocx Partner SDK for Python. Manage organizations, users, API keys, and entitlements programmatically with async/await support.
• PHP SDK: Official TurboDocx PHP SDK. Modern PHP 8.1+ with strong typing, enums, and PSR standards for document generation and digital signatures.
• Python SDK: Official TurboDocx Python SDK. Async-first design with sync wrappers for document generation and digital signatures.
• TurboWebhooks Go SDK: Official TurboDocx Webhooks SDK for Go. Subscribe to signature.document.completed and signature.document.voided events, verify inbound webhook sign...
• TurboWebhooks Java SDK: Official TurboDocx Webhooks SDK for Java. Subscribe to signature.document.completed and signature.document.voided events, verify inbound webhook si...
• TurboWebhooks JavaScript / TypeScript SDK: Official TurboDocx Webhooks SDK for JavaScript and TypeScript. Subscribe to signature.document.completed and signature.document.voided events, veri...
• TurboWebhooks PHP SDK: Official TurboDocx Webhooks SDK for PHP. Subscribe to signature.document.completed and signature.document.voided events, verify inbound webhook sig...
• TurboWebhooks Python SDK: Official TurboDocx Webhooks SDK for Python. Subscribe to signature.document.completed and signature.document.voided events, verify inbound webhook ...
• Template Generation API Integration: Complete guide for integrating Template Generation API to upload templates, browse existing templates, and generate deliverables. Learn the dual-pa...
• Additional Information: Explore TurboDocx variable entry methods, AI-powered content generation, paragraph formatting, and advanced tips for template creation.
• Brand Identity: Configure your organization's brand identity including colors, typography, and styling for consistent document generation.
• How to Create a Deliverable: Create your first TurboDocx deliverable by combining templates with knowledgebase entries to generate professional documents automatically.
• How to Create Document Templates: Learn how to create document templates for proposals, statements of work, quotes, and contracts that automatically populate with data from meetings...
• How to Create a Knowledgebase Entry: Step-by-step guide to creating knowledgebase entries in TurboDocx. Store reusable content variables for document generation workflows.
• How to Create Presentation Templates: Learn how to create PowerPoint presentation templates that automatically populate with content from meetings, CRM data, project management systems,...
• How to Create a Template: Create your first TurboDocx template with variable placeholders. Upload Word or Google Docs templates to start automating document generation.
• Office Integration: Edit TurboDocx templates and deliverables directly in Microsoft Word and PowerPoint with real-time sync and file locking.
• Template Troubleshooting: Fix common TurboDocx template issues including broken variables, formatting problems, and placeholder errors with video tutorials and solutions.
• Working with Fonts: Learn about TurboDocx font support and how to embed custom fonts in your document templates.
• AI-Powered Variable Generation API: Complete guide for AI-powered variable generation API with file attachments, context-aware content creation, and intelligent data extraction from d...
• TurboSign Bulk API Integration: Send documents for signature at scale using TurboSign Bulk API. Process hundreds or thousands of signature requests in batches with comprehensive t...
• TurboSign API Integration: Complete guide for integrating TurboSign API using single-step document preparation. Send documents for electronic signatures in one API call with ...
• Bulk Signature Sending: Send personalized documents for e-signature to hundreds of recipients at once. Upload a spreadsheet, map columns, and submit batches from the Turbo...
• Managing Your Signatures: Learn how to track, manage, and troubleshoot your TurboSign signature requests after sending documents for signature.
• How to Get a Document Signed with TurboSign: Step-by-step guide to prepare and send your document for e-signature using TurboSign. Learn how to set up digital signatures quickly and securely.
• TurboSign Webhooks: Configure real-time webhooks to receive instant notifications when TurboSign signature documents are completed or voided. Integrate TurboSign event...
• Welcome: Get started with TurboDocx documentation. Learn document automation, template creation, digital signatures, integrations, and API usage.