描述
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
Source Code
The full, unminified source code for this plugin (including SCSS and uncompressed JavaScript) is publicly available at:
https://github.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.gitcd wprobo-documerge-lite-publiccomposer 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 toassets/css/andassets/js/)
Alternatively, run bash deploy.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
屏幕截图

Dashboard — overview with stat cards, submission trends chart, and status breakdown doughnut 
Template Manager — manage DOCX templates with merge tags, output format, and linked forms 
Upload Template — slide-in panel with drag-and-drop DOCX upload and output format selection 
Forms List — all forms with template, field count, submission count, shortcode, and mode columns 
Form Builder — drag-and-drop fields with free field types and locked Pro fields (PRO badges) 
Form Settings — template selection, output format, delivery methods with Pro upgrade prompts 
Submissions Archive — filterable list with status badges, form names, and PDF download links 
Submission Detail — full submitted data, admin notes, tracking info, and document download 
Settings General — document output format, delivery method, and download link expiry 
Settings General (cont.) — form mode configuration with Pro integration option and admin notifications 
Settings Advanced — storage cleanup, debug logging, developer options, and setup wizard re-run 
Import / Export — side-by-side export checkboxes and drag-and-drop JSON import 
Danger Zone — selective data deletion for submissions, forms, templates, and documents 
Danger Zone (cont.) — settings reset and full factory reset with confirmation
区块
该插件提供了 1 个区块.
- DocuMerge Form Embed a WPRobo DocuMerge document collection form.
安装
- Upload the
wprobo-documerge-litefolder to/wp-content/plugins/or install directly from the WordPress plugin directory - Activate the plugin through the Plugins menu in WordPress
- Follow the setup wizard that appears on first activation
- Upload your first DOCX template via DocuMerge Templates
- Create a form via DocuMerge Forms
- Embed the form using the shortcode
[wprobo_documerge_form id="1"]or the Gutenberg block
常见问题
-
Is this plugin really free?
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Yes. WPRobo DocuMerge Lite is 100% free with no usage limits on documents generated, forms created, or submissions received. The Pro version adds advanced features like signature fields, payments, conditional logic, and third-party form integrations.
-
What is the difference between Lite and Pro?
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The Lite version includes the core document automation workflow: upload templates, build forms with basic field types (text, textarea, email, phone, number, date), generate PDF/DOCX documents, and deliver via browser download. The Pro version adds signature capture, Stripe payments, choice fields (dropdown/radio/checkbox), conditional logic, multi-step forms, email delivery, CAPTCHA protection, and integrations with WPForms, CF7, Gravity Forms, and Fluent Forms.
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What document formats are supported?
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Templates must be uploaded as DOCX (Microsoft Word) files. Output can be DOCX, PDF, or both.
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In your Word document, type tags using curly braces:
{field_name}. Upload the document to DocuMerge and the plugin will automatically detect all tags. Then map each tag to a form field using the visual mapper. -
Does this plugin require any other plugins?
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No. WPRobo DocuMerge Lite works completely standalone with its own built-in form builder. No other plugins are required.
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Can I upgrade to Pro later without losing data?
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Yes. Installing the Pro version preserves all your existing templates, forms, and submissions. The upgrade is seamless.
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Is the plugin GDPR compliant?
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Generated documents are stored securely on your own server and are not publicly accessible via direct URL. No data is sent to third-party services. All data stays on your WordPress installation.
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Can I use multiple templates?
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Yes. Create as many templates as you need. Each form is assigned one template.
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Does it work with my theme?
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Yes. The frontend form output uses its own namespaced CSS classes that do not conflict with themes. The form will adapt to your site layout.
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贡献者及开发者
更新日志
1.0.2
- Update: low-DPI banner refreshed for the WordPress.org plugin listing. No code changes.
1.0.1
- Fix: merge tags in
{tag}format were not detected when uploading a DOCX template (scanner returned an empty list). - Fix: tag replacement during document generation now correctly substitutes
{tag}placeholders.
1.0.0
- Initial release
- Setup wizard with guided configuration
- DOCX template manager with automatic merge tag scanning
- Drag-and-drop form builder with 6 field types (Text, Textarea, Email, Phone, Number, Date)
- Visual merge tag mapper
- PDF output via mPDF
- DOCX output via PHPWord
- Browser download delivery
- Submissions archive with document management
- Shortcode embed support
- Gutenberg block for form embedding
- Full translation support with .pot file
