WordPress plugin intelligence profile

WPRobo DocuMerge Lite

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

WP PlugIndex snapshot

Current directory snapshot

Tested up to WordPress 6.9
Current version1.0.2
WordPress coverageTested up to WordPress 6.9
Minimum stackWP 6.2 · PHP 7.4
Directory statusactive
Last directory update29 Apr 20266mo ago
Active installations10Adoption metric — not a quality score
WordPress.org ratingNo WordPress.org ratings yet
Official packageDirect from WordPress.org

Repository metrics are context, not quality scores. Active installations measure adoption and can strongly reflect a plugin’s age and historical popularity. Ratings, recent updates and “Tested up to” metadata also do not guarantee modern code, error-free operation, security, feature completeness or suitability for a particular site. Why active installs don’t tell the whole story →

WP PlugIndex currently records WPRobo DocuMerge Lite version 1.0.2 as active, updated 6mo ago and tested up to WordPress 6.9.

Overview

About this plugin

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 {client_name} or {email}, 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.

Why DocuMerge Lite?

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.

Free Features

  • DOCX Template Upload — upload existing Word templates with merge tags
  • Automatic Tag Detection — plugin scans your template and finds all {merge_tags}
  • Built-in Form Builder — drag-and-drop form builder with 6 field types (Text, Textarea, Email, Phone, Number, Date)
  • Merge Tag Mapping — visually map template tags to form fields
  • PDF Output — generate PDF documents from submissions via mPDF
  • DOCX Output — generate completed DOCX documents via PHPWord
  • Browser Download — submitters can download their document immediately
  • Submissions Archive — view all submissions with document download links
  • Shortcode Embed — embed forms anywhere with [wprobo_documerge_form id="X"]
  • Gutenberg Block — embed forms via the block editor
  • Setup Wizard — guided first-run configuration
  • Fully Translatable — complete.pot file included
  • Multisite Compatible — works on WordPress multisite installations
  • No External Dependencies — everything runs on your server

Pro Features (Upgrade Available)

Need more power? Upgrade to WPRobo DocuMerge Pro to unlock:

  • Signature Field — canvas-based signature capture embedded in documents
  • Payment Field — charge via Stripe before delivering documents
  • Dropdown, Radio & Checkbox Fields — advanced choice fields for forms
  • Conditional Logic — show/hide form fields based on user input
  • Conditional Document Sections — {if:field == value}...{/if} blocks in templates
  • Multi-Step Forms — break long forms into guided steps with progress bar
  • Email Delivery — automatically email documents to submitters
  • Media Library Storage — save generated documents to WordPress media
  • Google reCAPTCHA v2/v3 — protect forms from spam submissions
  • hCaptcha Support — privacy-focused CAPTCHA alternative
  • WPForms Integration — trigger document generation from WPForms submissions
  • Contact Form 7 Integration — trigger from CF7 submissions
  • Gravity Forms Integration — trigger from Gravity Forms submissions
  • Fluent Forms Integration — trigger from Fluent Forms submissions
  • Priority Support — direct support from the WPRobo team

View Pro Features and Pricing

Source Code

The full, unminified source code for this plugin (including SCSS and uncompressed JavaScript) is publicly available at:

com/WPRobo/wprobo-documerge-lite-public

Third-party libraries bundled with the plugin are sourced from their official upstream repositories:

  • Chart.js — https://github.com/chartjs/Chart.js
  • intl-tel-input — https://github.com/jackocnr/intl-tel-input
  • Flatpickr — https://github.com/flatpickr/flatpickr
  • Select2 — https://github.com/select2/select2
  • Signature Pad — https://github.com/szimek/signature_pad
  • PHPWord — https://github.com/PHPOffice/PHPWord (via Composer)
  • mPDF — https://github.com/mpdf/mpdf (via Composer)

Build Instructions

To build the plugin from source:

  • git clone https://github.com/WPRobo/wprobo-documerge-lite-public.git
  • cd wprobo-documerge-lite-public
  • composer install --no-dev (installs PHPWord, mPDF and other PHP dependencies)
  • npm install (installs the build toolchain — sass, terser)
  • npm run build (compiles SCSS → CSS and minifies JS, writing to assets/css/ and assets/js/ )

sh from the repository root to execute all of the above and produce a distribution ZIP under production/.

Use Cases

  • Law firms — client intake forms that generate signed contracts
  • Education — student applications that produce enrolment documents
  • HR — employee onboarding forms that generate offer letters
  • Real estate — buyer inquiries that produce tenancy agreements
  • Consulting — proposal forms that generate branded proposals
  • Any business — automate repetitive document creation from form data

How It Works

  • Upload a Word/DOCX template with merge tags like {client_name}
  • Create a form using the built-in drag-and-drop form builder
  • Map each template tag to a form field
  • Embed the form on any page using a shortcode or Gutenberg block
  • Done — every submission generates a personalised document automatically
WordPress.org metadata

Plugin tags

Topics listed for this plugin in the WordPress.org directory.

  • document automation
  • document merge
  • form to pdf
  • pdf generator
  • word template
Compatibility & maintenance

Compatibility & maintenance

Tested up to WordPress 6.9

Not yet marked as tested with WordPress 7.1. WordPress.org currently lists Tested up to 6.9.

Current WordPress releaseWordPress 7.1
WordPress.org Tested up to6.9
Minimum requirementsWordPress 6.2 · PHP 7.4
Update activity29 Apr 20266mo ago

“Tested up to” is directory metadata supplied by the plugin author. WP PlugIndex does not turn an older declaration into a claim that the plugin is incompatible.

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