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.
Learn more

DIFFERENT FORMATS

Supports XML, JSON, Excel, and associated special cases such as many-to-one, vertical merge, etc.
Learn more

DB TO DOCUMENTS

Create documents directly from your relational and NoSQL database data without any coding.
Learn more

SYSTEMS INTEGRATION

Integrate enterprise BPM, CRM, ERP, etc. with document generation software through REST API.
Learn more

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.



Privacy Policy                                                                                              Terms of Service

                                                                                                                                         @ EDocGen LLC 2022 .  All Rights Reserved.