G2

Samy T.

Founder

Small-Business (50 or fewer emp.)

7/10/2026

"Fast Setup and a Powerful API for Hands-Off PDF Reporting"

5/5

What do you like best about SourceToDocs?

Setup was fast. I built the template in Google Slides the way I’d normally build it, dropped in the merge fields, pointed it at our data, and it just came out looking right. That’s the part I care about. We tried a couple of other tools and either the branding got mangled or we ended up with something that looked like a generic export.

The API is the reason we stuck with it. Most of our client reporting runs through n8n. We trigger the workflow, S2D generates the PDF, and it goes straight out to the client. Nobody on my team touches it. Before this we had someone spending a day and a half a month rebuilding the same deck.

Docs and Slides in one tool matters more than I expected. Half our deliverables are reports and half are decks. Review collected by and hosted on G2.com.

What do you dislike about SourceToDocs?

Connector list is short right now. We’re on Airtable so it’s fine for us, but if you live in other system like notion - you might not find a native connector yet. The API covers it if you’re willing to build the middle step, but not everyone on my team can do that.

Also no PowerPoint output yet. Some clients want the editable file, not just a PDF. Review collected by and hosted on G2.com.

What problems is SourceToDocs solving and how is that benefiting you?

Monthly client reporting. We run SEO for a bunch of accounts and every one of them gets a branded report. It used to be a manual rebuild every cycle, which meant it ate a day or two and there was always a typo somewhere.

Now it’s a template plus a data source, and the reports go out on schedule. Same for proposals and audit deliverables. Rough math, it’s given me back most of a week a month across the team, and the output is consistent because nobody’s copy pasting. Review collected by and hosted on G2.com.