DOCUMENT GENERATION SOFTWARE FOR
BUSINESS USERS

Generate documents faster to increase productivity and to improve customer and partner communications, creating a great experience for them.

AUTOMATE DOCUMENT CREATION FROM EXISTING TEMPLATES


PROPOSALS

Create error-free proposals interactively or in bulk. Use integration connectors to automate proposal creation from your CRM.

INVOICES

Generate multi-lingual invoices in bulk and auto-send them to individual recipients from your business email.

CONTRACTS

Save time on automating contracts generation and then routing them for E-Signature. The system integrates with all major eSign software.

LOAN PACKAGES

Produce loan packages by populating loan document templates with data file or by filling form fields.

LETTERS

Generate letters fast from pre-approved existing templates and auto-send them to respective recipients.

SOW,  REPORTS, RECEIPTS...

Bring your template and generate documents - SOWSs, Reports, Receipts, etc. by populating them with data.

"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

 Word and PDF Templates

 Use Own Custom 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.

DOCUMENT SOLUTIONS

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 document automation solution to generate documents from very simple to complex templates. Thus, it caters to every line of business including sales, operations, accounts, etc.

Leverage digital technology and embrace the benefits of Digital Transformation. Assemble this enterprise document generation micro-service with other micro-services to create applications and digital experience.

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 using conditional logic, data filters, page breaks, and text/image sizes during the document generation process. 

Document Packages

Populate multiple templates in one go instead of the individual population. Create document packages by reusing fields across templates.

Sequential Data Population

Populate multiple data files sequentially into a template till you create the desired output document. The system creates drafts till final document creation.



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