Batch document output
Generate documents from selected workbook rows.
Pick workbook rows, validate required values, then generate PDFs or ZIP batches for invoices, receipts, slips and other row-backed outputs.
WorkbookWise preview
Document batch
Item
RowDetail
DocumentStatus
StatusItem
INV-001Detail
Invoice PDFStatus
ReadyItem
INV-002Detail
Invoice PDFStatus
Needs reviewPreview
Document batch
3 sample rows show the shape before users commit.
Validation
Checked output
Wide rows stay readable in PDF output.
Included
6 core areas
Selected-row generation
Problem
Why this feature exists
Users often keep invoice, receipt, salary or fee data in rows, then manually copy each row into a printable document. That slows down recurring monthly work and increases mistakes.
Approach
How WorkbookWise handles it
Rows to Documents lets owners choose workbook rows, validate required values, preview the batch and generate PDF or ZIP outputs from those selected rows.
Outcomes
What you can accomplish
Who it is for
Built around real workbook owners
Accountants
Generate invoice, receipt or voucher batches from reviewed workbook rows.
Schools
Create fee receipts or parent-facing documents from fee rows.
Business owners
Create customer documents from sales, order or payment rows.
HR and admin teams
Generate slips or recurring documents from validated staff rows.
Common workflows
Common tasks you can complete
How it works
From input to useful output
Choose a saved workbook
Start from workbook rows already saved in the workspace.
Select rows
Pick only the rows that should produce documents.
Review validation
Fix missing or invalid values before generating output.
Preview filenames
Check suggested file names and batch contents.
Generate output
Download PDF or ZIP output for the selected rows.
Product example
Invoice Row Batch
A user can select invoice rows, catch missing GST or party details, and generate a clean document batch.
Included
What the flow covers
Trust notes
What it does
Core capabilities
Generate output only from selected workbook rows.
Validate required values before creating documents.
Download combined PDFs or ZIP batches where supported.
FAQ
Frequently asked questions
Is this the same as Printable Docs?
Printable Docs creates document formats connected to workbook data. Rows to Documents generates document batches from selected existing workbook rows.
Can I choose which rows generate documents?
Yes. Outputs are generated from selected rows only.
What happens if a value is missing?
The validation step shows values that need review before output is generated.
What are the limits?
Rows to Documents is included in Business with 20 runs and 2,000 generated documents/month.
Are generated files public?
No. Generated output access remains owner-controlled.
Related features
Continue exploring WorkbookWise
Printable Docs
Build invoices, receipts, quotations, salary slips, fee receipts, challans and vouchers as printable documents connected to workbook data.
Forms
Create forms from saved workbook columns, share a public link, and review responses as they are saved back to the workbook.
My Workbooks
My Workbooks keeps custom and upgraded files separate from the public template gallery, with download, delete, share and export paths.
Related Excel formats
Start from a matching free workbook
GST and invoices
GST invoice format in Excel
Use this GST invoice format as an invoice register for tracking tax invoice details, GST values and payment follow-up. It is not a final printable invoice layout by itself.
Receipts and documents
rent receipt format in Excel
Use this rent receipt format when monthly rent records need a clear Excel structure for receipt tracking, payment confirmation or document preparation.
Sales documents
quotation format in Excel
Use this quotation format when you need a clear Excel quotation register with customer details, line values, GST/tax notes, validity and conversion status before sending a final quote.
Dispatch
delivery challan format in Excel
Use this delivery challan format in Excel when warehouses, traders and field delivery teams need a clean workbook for challan numbers, item movement, dispatch status and acknowledgement before review, sharing, filing or monthly reporting.
Ready to use Rows to Documents?
This page explains the workflow in detail. The app is where the user creates, downloads, saves or exports the workbook.