AUTOMATE BUSINESS
DOCUMENTS GENERATION AND DISTRIBUTION

Digitally transform enterprise-wide document-related processes for improving customer communications and experience. Business user-friendly document generation software.

DOCUMENT AUTOMATION PROCESS


Bulk Generation

Batch generates thousands of documents from various data sources - JSON/XML/Excel, databases, and enterprise apps in a few seconds.

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 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.

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

 The system supports the following template types.

  1. PPTX
  2. Microsoft Word
  3. Fillable PDF (PDF Form)
  4. PDF
  5. 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: Auto-fill with Oracle, SQL Server, MySQL, MongoDB, etc. database records for template-based document automation.

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

 Data Sources

 Fits Every Business

Document Generation - PDF, Word, HTML & Images


Generate documents in PDF, PPTX,  DOCX, TXT, etc., and distribute them through email, cloud storage, e-Sign, and print.


Multi-lingual: 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 merge 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. Generates thousands of documents in a few minutes.

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 simple to very 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 out 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 the final document creation.



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