TL;DR: Wrike Document Generation (powered by TurboDocx) is now live, helping teams automatically create DOCX, PPTX, and PDF documents from Wrike projects, tasks, and custom fields. It’s ideal for proposals, statements of work, status reports, executive updates, and other repeatable documents, helping reduce manual work, improve consistency, and keep files aligned with the latest project data.
Hello Community 👋
We’re excited to share that Wrike Document Generation is now live! 🎉
This helps teams to automatically generate DOCX, PPTX, and PDF documents directly from Wrike work using project data, task details, and custom fields.
If your team regularly creates statements of work, estimates, proposals, status reports, executive summaries, or client-facing deliverables, this add-on can help you save time, reduce manual work, and keep your documents aligned with your project plans.
✨ What Wrike Document Generation can do
With Wrike Document Generation, you can:
1. Generate DOCX, PPTX, and PDF files from Wrike projects, tasks, and custom item types.Â
2. Use template-driven document generation for consistent, professional outputs.
3. Pull in data such as:
-   Title Â
-   Description Â
-   Standard fields Â
-   Custom fields Â
- Â Â Nested project/task information
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4. Trigger document generation automatically when a Wrike task or project changes to a selected workflow status.Â
5. Support document versioning in Wrike, where regenerated files are saved as new versions.
6. Optionally send generated documents for signature.
📌 Common use cases
- Project Estimates & Proposals - Turn request briefs into polished proposal documents or presentation decks
- Statements of Work from CRM opportunities - Launch a Wrike scoping project, review estimates internally, and generate an SOW
- Executive updates & presentations - Automatically generate PowerPoint updates based on project progress or completion
- Status reports & meeting summaries - Create professional documentation directly from Wrike task or folder data
Wrike Document Generation helps reduce repetitive copy-paste work, minimize errors, and speed up review and approval cycles, all while keeping documents connected to the latest work happening in Wrike.
Important Note: Wrike Document Generation is an add-on capability powered by TurboDocx, our document automation partner, and is available with separate pricing.
💬 Interested?
If you’d like to learn more about this integration or explore whether it’s a fit for your use case, reach out to us in the comments below 👇
