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
DOCUMENTS GENERATION AND DISTRIBUTION

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

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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.

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: 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.