VerseDocs
Document automation that runs entirely inside Power Platform. Generate Word, Excel, PowerPoint and PDF from your Dataverse data — without sending a single byte to an outside service.
Version 1.0.3.0 · Free to try, no key required · Managed solution
Generating a document should not require leaving the platform
Every quote, invoice, contract and letter your business sends starts as data you already hold in Dataverse. Turning it into a document usually means a premium connector, a third-party service holding your records, a per-document bill, and a dependency you now have to keep alive.
So the data leaves your tenant to be merged into a template, and comes back as a PDF. Your legal team asks where it went. Your finance team asks why the invoice total only counted the first line item. Your admin asks why the flow broke when a licence lapsed somewhere you cannot see.
VerseDocs does the whole thing in your own environment.
Three steps, all of them inside Power Platform
1. Author a template
Build a Word, Excel or PowerPoint template in Template Studio, or upload one you already have. Fields are {{tokens}} that survive Word splitting them across runs.
2. Bind it to a table
Point the template at a Dataverse table. Validate checks every token resolves against real columns and tells you which ones do not.
3. Generate
A user opens a record and clicks Generate document. The merged file lands on that record's timeline. Or call the same thing from a flow.
What you get
Runs inside your environment
Sandboxed plug-ins in your own Dataverse. No external service to provision, no connector, no Entra app registration, no Azure resource. Document bytes never leave your tenant.
Word, Excel and PowerPoint
Loops, conditionals, images, headers and footers in DOCX. Repeating rows and formula rebasing in XLSX. Slide repetition and table loops in PPTX.
69 actions in Power Automate
Every capability is an ordinary Dataverse custom API, so it appears in the flow action picker with no custom connector to install or maintain.
Totals without a rewrite
Templates add up their own line items with sum, count, avg, min and max — including currency columns that arrive pre-formatted as text.
PDF that means it
Convert to PDF, enforce PDF/A conformance for archival, encrypt, watermark, merge, split and apply digital signatures.
Bulk from a list view
Select rows in any grid and generate a document per record, each named for its own record and attached to its own timeline.
Install it yourself
VerseDocs is fully functional without a licence key — generated files simply carry a trial watermark, and the optional utility actions stay locked. Nothing expires.
VerseDocs
v1.0.3.0Managed solutionThe product. Managed solution containing the document engine, Template Studio, the admin app and all 69 actions.
This is the only file you need.
VerseDocs Samples
v1.0.3.0OptionalFive Power Automate flows as starting points to copy and adapt. Import OFF with no connections bound until you configure them.
Nothing in VerseDocs depends on this.
After importing
- 1. Assign the VerseDocs Administrator role, and pair a VerseDocs role with whatever role already gives your users access to the tables you generate from.
- 2. Open the VerseDocs Admin app and go to Administration → Configuration. The Generate document button appears on no table until you tick the tables you want it on — this is deliberate, so it never shows up somewhere you did not ask for it.
- 3. Build your first template in Template Studio, or start from one of the built-in starters.
One key, one tenant, no per-document billing
A single licence covers every environment and every user in your tenant. Validation is offline — VerseDocs never calls home to check whether you are allowed to generate a document, so nothing stops working because a service was unreachable.