VerseDocs Document Generation for Dataverse

VerseDocs turns Dataverse records into finished documents, such as quotes, invoices, contracts, letters, certificates, inspection reports and decks, without sending your data anywhere.

Every action runs as a plug-in inside your own Dataverse environment. Your documents are built in memory and handed straight back. Nothing is uploaded to a vendor service, so data residency has a simple answer, and it keeps working in environments where third-party connectors are unavailable.

WHO IT'S FOR

Power Platform makers and Dynamics 365 administrators who need branded, repeatable documents from Dataverse data, and the business users who generate them with one click from a record form and no flow to build.

WHAT IT SOLVES

The built-in Word template feature stops short in ways that are hard to work around: repeating tables break, you cannot place an image inside a repeating row, conditional sections aren't supported, and pulling child records is awkward. The usual alternatives charge per document or route your data through an external service.

VerseDocs handles all of it: repeating rows with images, conditional sections, nested loops, and child-record data from the template's own query.

WHAT'S INCLUDED

• Word, Excel and PowerPoint templates. PowerPoint keeps your theme, masters and layouts intact.

• Built-in PDF conversion, with no OneDrive step and no external converter.

• A "Generate document" button on any table, shown only to users you choose.

• Bulk generation across many records at once.

• Template Studio, to author templates in the browser and validate tokens before you publish.

• PDF/A archival output, and PDF signing with your own certificate inside your tenant. The private key never leaves it.

• 69 actions in total, including merge, split, watermark, form fill, barcodes and more.

LICENSING

One licence covers every Dataverse environment in your Microsoft tenant, production and dev alike. It costs $2,400 a year per tenant, with no per-document charges and no per-seat maths. Install it and use it unlicensed for as long as you like. Documents carry a trial watermark until you add a key.

AFTER YOU CLICK GET IT NOW

Marketplace hands you to the Power Platform admin center, where you pick the environment and install. The installation guide covers each screen.