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.

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.

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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.

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 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 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.