Quick Start
Create your account, design a template, and generate your first PDF in under 5 minutes.
1. Create Your Account
Head to documentstack.dev and click Get Started. Sign up with your email or use Google/GitHub login.
After signing up, you'll be guided through a quick onboarding to create your first Organization. Organizations are workspaces where your team collaborates on documents.
2. Create a Project
Projects group related templates together. For example, you might have a "Billing" project for invoices and receipts, and a "HR" project for offer letters and contracts.
- From the dashboard, click New Project
- Give it a name (e.g., "My First Project")
- Click Create
3. Design a Template
Templates are the layouts for your documents. You design them once, then generate unlimited PDFs by passing different data.
- Open your project and click New Template
- The visual Studio Editor opens with a blank A4 canvas
- Add elements from the toolbar — text, images, tables, fields
- Drag to position, resize with handles, style in the inspector panel
- Click Save when you're happy with the design
Use Dynamic Fields
Add Field elements for data that changes per document. Set a field key likecustomer_name and it will be replaced with real data when you generate a PDF.4. Generate Your First PDF
You can generate PDFs in two ways:
Option A: From the Editor
Click the Preview button in the Studio Editor. Enter sample data for your fields and hit Generate to download a PDF instantly.
Option B: Via the API
For production use, generate PDFs programmatically:
- Go to your project → API Keys tab
- Click Create API Key and copy it
- Make an API call:
curl -X POST https://api.documentstack.dev/api/v1/generate \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"templateId": "YOUR_TEMPLATE_ID",
"data": {
"customer_name": "Acme Corp",
"amount": "$1,250.00"
}
}' \
--output document.pdfThat's it — you have a generated PDF!
What's Next?
- Key Concepts — Understand projects, templates, elements, and data binding
- Template Editor — Deep dive into the visual editor
- Getting API Keys — Set up API access for your application
- Build an Invoice — Full tutorial with sample data