A platform-agnostic REST API that accepts a JSON payload and returns a correctly formatted, approved PDF. Works with any application that can make an HTTP request. No CRM required. Average response under 50ms.
Most teams end up with document selection logic hardcoded into the application that needs it: which templates to call, under which conditions, for which states. It works until a regulation changes or a new state gets added. Then it means a pull request, a review, and a deployment for something that has nothing to do with your application's core function.
Templx moves that logic out of your codebase and into the rules engine, where it can be updated by the compliance team without involving engineering. Your application sends a data payload. The platform handles document selection, version resolution, and generation.
The generation API is the final step in the platform workflow. Every document it produces has been authored on an approved template, versioned through a completed workflow, and selected by rules configured in the workbench. The API does not operate independently. It is the delivery mechanism for a governed process that starts in the Word add-in.
Request a demo to see the full platform in action, or go straight to the developer documentation.