DELIVER TURNKEY
DIGITAL CUSTOMER EXPERIENCES
Digitally transform enterprise-wide document-related processes for improving customer communications and experience.
DOCUMENT AUTOMATION PROCESS
Bulk Generation |
Batch generate thousands of documents from various data sources - JSON/XML/Excel, databases, and enterprise apps in a few minutes
Digital Forms |
The system auto-generates data capture forms (Webforms) from templates. Use these online forms to create filled-in documents.
On-Demand Generation |
Integrate through API and webhooks to empower your users to download statements in real-time from the device of their choice.
Distribution |
Personalize customer communication through several channels including Email, e-Sign, print, etc. to create a consistent, engaging experience.
Deployment |
The solution is designed to be deployable on the cloud and on-premises. It is cloud-agnostic and can be deployed on Azure or AWS.
Microsoft Environment |
Integrations with OneDrive, Azure Active Directory, SharePoint, and PowerApps allow you to run the entire system within the Microsoft environment.
"Upload our template and have it auto-populate based on our data line items per client specifications is a huge time saver."
Ruth Schreiner, SendBird
Microsoft Office and PDF Templates
Use Existing Templates
DIY Template Creation: Dynamically fill text, tables, images, Barcodes, QR Codes, content blocks (paragraphs), hyperlinks, etc. to existing templates. Just need to add the relevant tags to the templates. You can also add conditions (if-else), loops, and calculations.
Adding tags for Microsoft Word and fillable PDF templates is straight-forward. For read-only PDF templates, edit them in your favorite editors for adding tags.
Template Management: A central repository of all approved business templates for better compliance and brand governance. Only authorized personnel can upload and delete templates.
Populate Data
Forms: The system auto-generates fillable forms from PDF and Word templates. Filling of these dynamic form fields creates documents.
Structured Data: Merge templates with JSON-XML-Excel data for data-driven document generation.
Databases: Template-based document automation from Oracle, SQL Server, MySQL, MongoDB, etc. database records.
Enterprise Apps: Auto-generate business documents from ERP, CRM, SCM, and other applications.
Data Sources
Fits Every Business
Document Generation - PDF, Word, HTML & Images
Generate documents in PDF, HTML, JPG, and DOCX formats and distribute them through email, cloud storage, E-Sign, and print.
Save development time: Integrate with API to automate document generation from custom apps, portals, and databases.
Automate document workflow: Connect to 1000s of apps, and databases through Zapier and Tray integration.
SECURE DOCUMENT GENERATION SOFTWARE
Hosted on Google Cloud with Enterprise Security
Fine-grained authentication and authorization mechanism with audit trails.
Documents from Apps, Databases, and JSON-XML-XLSX Data
Greatly improves the speed and accuracy of document creation in your business.
Shorten cycle times and improve customer communications management.
ENTERPRISE SOLUTIONS
Immediate ROI on complex manual document creation processes in Mortgage, Insurance, etc.
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DIFFERENT FORMATS
Supports XML, JSON, Excel, and associated special cases such as many-to-one, vertical merge, etc.
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DB TO DOCUMENTS
Create documents directly from your relational and NoSQL database data without any coding.
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SYSTEMS INTEGRATION
Integrate enterprise BPM, CRM, ERP, etc. with document generation software through REST API.
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Flexible Document Generation Process
It is a flexible system for generating documents from very simple to complex templates. Thus, the document automation solution caters to every line of business - Sales, Operations, HR, and Accounts.
Assemble this enterprise document generation micro-service with other micro-services for digital transformation. Embrace digital for new growth opportunities and business model innovations.
IMPROVE BUSINESS PRODUCTIVITY
Data-driven document automation solution that increases team productivity by >90%.
High Volume Document Production
Reliable document generation solution that instantly scales as business needs dictate. Use document assembly to generate complete document packages.
Fillable Word and PDF Forms
The system auto-generates data capture forms from custom templates. Interactively generate documents by filling these web forms.
Document Workflows
Integrate document generation software with front-office and back-office apps for creating document workflows.
Control Document Output
Control final document output during the document generation process using - conditional logic, data filters, page breaks, and image sizes.
Document Packages
Populate multiple templates in one go instead of the individual population. Create document packages by reusing fields across templates.
Multiple Data File Population
Populate several data files into a template till you create the desired output document. The system creates drafts till final document creation.
