Documents & PDF ✓ Replaces Word Online Business Connector Setup: ~4 mins

Generate Word (.docx) Sales Proposals & Convert to PDF Without Premium Word Seats

Merge Dataverse/SharePoint CRM quote fields and pricing line-item arrays into a corporate .docx template, then convert directly into a client-ready PDF.

Why Makers Use This Blueprint: Native Word Online actions cannot dynamically repeat table rows cleanly without complex XML developer controls and require per-user licensing.

Download Blueprint (.JSON) Test Live in Power Toolkit → Get Free Bearer Key (zl_...)

Cloud Flow Architecture (Trigger → Zetaleap → Destination)

STEP 01 • SharePoint

Load Corporate .docx Master Template

Standard Get file content retrieves your branded Word template with {{Mustache}} tags.

STEP 02 • Zetaleap Power Toolkit

POST /api/pp/template-merge

Injects scalar variables and repeating line-item rows into the .docx XML structure.

STEP 03 • Zetaleap Document Studio

Render Pixel-Accurate PDF

Optional call to POST /api/studio/office-to-pdf locks layout and applies AES-256 protection.

Power Automate HTTP Action Definition (POST /api/pp/template-merge)

Replace zl_YOUR_API_KEY with your free Personal Access Token from /profile — or import the typed Custom Connector at /connectors.

{
  "type": "Http",
  "inputs": {
    "method": "POST",
    "uri": "https://zetaleap.com/api/pp/template-merge",
    "headers": {
      "Authorization": "Bearer zl_YOUR_API_KEY",
      "Content-Type": "application/json"
    },
    "body": {
      "docxBase64": "@{base64(outputs('Get_Template_Docx')?['body'])}",
      "data": {
        "ClientName": "Nordic Manufacturing AB",
        "QuoteNumber": "QT-2026-841",
        "TotalEur": "24,800.00"
      }
    }
  }
}

Returned Dynamic Output Tokens

docxBase64replacedPlaceholders[]byteLength

← All 12 Flow Templates