what is a document generation tool

Document generation tools enable businesses to streamline the entire document creation process, bringing substantial benefits to the whole operations. You can save a lot of time, increase productivity and reduce cycle times.

what is document generation

Document generation is the method of creating business-critical documents like invoices, contracts, sales proposals, and work orders automatically by populating templates with the data stored in various data sources. Document generation software delivers precise and compliant documents the first time, every time.

what is document generation engine

It produces thousands of Word/PDF documents from your templates by populating them with structured data (JSON/XML/Excel), database records or enterprise applications. The performance and scalability of engines differ based on architecture and design.

What is document generation service

Production of thousands of Word/PDF documents from your templates by populating them with structured data (JSON/XML/Excel), database records or enterprise applications.

What are the benefits of Document Generation Software

It instantly transforms data stored in databases and enterprise applications into mission-critical documents - like Quotes, Contracts, invoices etc If it is a API first product, it smoothly integrates into your IT eco system. It is flexible enough to meet all the special needs of your business.

Automate Business Document Generation from Databases, CRMs, Enterprise Apps, and Data

Improve customer communications and experience through the digital transformation of enterprise-wide document-related processes. Employ business user-friendly software for document creation in business operations.

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Product Features

Office and PDF Documents

Generate Microsoft Word, PowerPoint, Excel, PDF form, and PDF documents from various data sources including JSON/XML/Excel, databases, CRMs, and enterprise apps.

Bulk Generation

Batch generates thousands of documents in a few minutes. Maximize your document output with ultra-fast system, designed to handle high volumes with exceptional efficiency.

Multi-lingual Documents

Effortlessly Generate Documents in German, French, Arabic, Japanese, and many more languages.

On-Demand Generation

Integrate with REST API 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's cloud-agnostic, meaning it can run on Azure, GCP, or AWS.

How Easy It Is to Generate Documents

Use Existing Templates

The system supports the following template types.

PPTX
Microsoft Word
Fillable PDF (PDF Form)
PDF
Excel

DIY Template Creation

Business users can use the existing templates as-is after adding tags. The system employs a tag notation, with separate tags for text, tables, images, content blocks (paragraphs), hyperlinks, and other dynamic elements. In the native editors, users can add tags to their templates. They can also include if-else conditions, loops, and calculations in the template.

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 templates. Filling of these dynamic form fields by internal or external users creates filled-in documents in the desired format.

Structured Data

Merge templates with JSON-XML-Excel data for data-driven document generation.

Databases

For template-based document automation, automatically fill in database records from Oracle, SQL Server, MySQL, MongoDB, etc.

Enterprise Apps

Auto-generate business documents from ERP, CRM, SCM, and other applications by integrating with REST API.

Document Generation and Distribution

Generate documents in various formats, and distribute them through email, cloud storage, e-Sign, and print.

Multi-Lingual

The system supports major languages, including German, French, and Spanish, as well as RTL languages.

Complex Templates

You can populate up to 8-level JSON/XML data and perform many-to-one mail merges with Excel. As a result, you can create documents with nested tables, nested loops, and other complex structures.

Fastest System

The document generation system offers the best metrics for performance. It generates thousands of documents in a few minutes.

Pre-built Automation

Through various types of automations, schedule generation at specified intervals and then automatically upload the files in PCL5 or PostScript formats to an FTP server. Also, create custom workflows by connecting to 1000s of apps, and databases through Zapier and Tray integrations.

No-Code Integration with Databases & CRMs

Generate documents from relational/NoSQL databases or platforms like Salesforce and Dynamics 365 - no programming required. Enables users to generate documents by concurrently merging data from multiple sources, such as Salesforce+Oracle and SQL Server+MySQL.

Enterprise Solutions

Provides immediate ROI on document creation processes in mortgage, insurance, and other industries.

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Array of Formats

It supports the generation of multiple document formats, including PDF, DOCX, PPTX, XLSX, TXT, etc.

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Multiple Datasources

Simultaneously pull data from multiple platforms to create documents that consolidate information from your entire business ecosystem.

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Schedule Generation

Automate document creation directly from your databases and CRMs on a recurring basis using the built-in scheduler.

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Integrations

Out-of-box integrations with major enterprise platforms. REST API for custom integrations.

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Improve Business Productivity

Data-driven document automation solution that increases team productivity by >90%.

High Volume Production

Reliable dynamic document generation solution that scales as business needs evolve. Generate 1000s of documents with hundreds of pages in a few minutes.

Fillable Word and PDF Forms

The system auto-generates data capture forms from custom templates. Interactively generate documents by filling out these web forms.

Document Workflows

Integrate the organization's document generation software REST API with both front-office and back-office apps to create 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 the final document creation.

Flexible Document Generation Platform

It is a flexible system for generating documents from simple to very complex templates. Thus, the document automation solution caters to every line of business - Sales, Operations, HR, and Accounts.

Sales & Operations: Automate contracts, proposals, and reports.
HR & Accounts: Streamline onboarding, payroll, and compliance documents.
Finance & Insurance: Accelerate loan, policy, and statement generation.
Any Team: If your business runs on documents, the document generation software delivers speed and accuracy.

Assemble this enterprise document generation micro-service with other services for bringing about digital transformation. Embrace this process for new growth opportunities and business model innovations.

Hear from our clients

The ease of use and seamless integration with our existing systems have made our workflow so much smoother and efficient. The powerful features and robust functionality of EDocGen have truly transformed the way we create documents. It must be the go-to choice for anyone looking for a reliable and efficient document generation API."

Viktor Sobor

Product Manager @ CelsiusPro

I utilize EDocGen for our custom invoice generation. The amazing ability to upload our template and have it auto-populate with our data line items per client specifications is a huge time saver! It creates an amazing customized invoice complete with our corporate logo and color scheme for our customers and as many line items as needed. It auto-emails the invoices as well, creating a seamless and time-saving process."

Ruth Sschreiner

Accounts Receivable Manager @ Sendbird

Allows us to create MS Word documents and send emails quickly, without much coding/programming. Offers hands down the best customer service, I've ever experienced."

Lasse Christiansen

Procurement @ EET Group A/S

We utilize various capabilities of the eEocGen platform to automatically generate and deliver rich personalized documents to our customers that we believe is a significant competitive advantage in our industry. In addition to a great product, the support is outstanding! I strongly encourage you to give eDocGen a try if you are looking for an automated document creation solution."

Simon Lara

VP of Technology @ SPS Pool Care

Secure Document Generation

Software

It is hosted on Google Cloud with the latest data protection and cybersecurity safeguards. All stored data is encrypted with AES-256.

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