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All integrations

File management

Documentero for your Agent

Flow can find and read files in Documentero, and with read and write access it can save its drafts there.

It asks for your approval before it changes anything in Documentero. Connect with an API key from your Documentero account.

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Find our latest ISO 9001 certificate in Documentero and attach it to the bid.

Connect Documentero in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Documentero.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Documentero.

What Flow can do depends on what Documentero offers through its API and on the access you choose.

Things to ask

Type these to Flow once Documentero is connected.

  • Documentero

    Find our latest ISO 9001 certificate in Documentero and attach it to the bid.

  • Documentero

    Save the filled technical offer to the tender folder in Documentero.

About Documentero

Documentero is a document generation service for Word, PDF, and Excel files. It turns reusable templates and structured data into finished documents fast.

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