DIY DOCUMENT GENERATION SOFTWARE FOR
BUSINESS USERS

Create business documents from Enterprise apps, Databases, and JSON-XML-Excel data. Distribute the created documents through Email, Print, E-Sign, or Cloud storage.

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IMPROVE PRODUCTIVITY IN DOCUMENT PRODUCTION

Addresses the entire organization's document automation needs. Increases productivity by >90%

Bulk Document Generation

Populate Excel, XML, and JSON into a template for creating documents in batch. You can also populate databases Oracle, SQL Server, and MySQL.

Fillable Word and PDF Forms

The system auto-generates data capture forms from templates. Interactively generate documents by filling these web forms.

On-Demand Document Generation

EDocGen is API first product with a well-defined REST API. Integrate it with CRM, ERP, and back-office apps for document workflow.

Control Document Output

Control final document output using conditional logic, data filters., page breaks, and line breaks. You can also dynamically control image and text sizes.

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.

Word 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.

Template Management: A central repository of all approved templates for better compliance and brand governance. Only authorized personnel can upload and delete templates.

Template Organization: Organize templates into folders for better manageability. You can create multi-level folders.

Populate Data

Form to Documents: EDocGen auto-generates fillable form for populating dynamic fields

Data to Documents: Merge templates with JSON-XML-Excel data to create documents

Database to Documents: Automate reports, letters, and invoices generation from Oracle, SQL Server, MySQL, MongoDB, etc.

Enterprise Apps to Documents: Auto-generate business documents from ERP, CRM, SCM, etc

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 REST API to automate document assembly from Enterprise apps and databases.

Automate document workflow: Connect to 1000s of apps, and databases through Zapier and Tray integration

GENERATE FROM EXISTING TEMPLATES

PROPOSALS

Create error-free proposals interactively or in bulk. Automate proposal creation from your CRM through API integration.

INVOICES

Generate invoices in bulk and auto-send them to individual recipients from your business email. With Excel, create multiple lines in the invoice table.

CONTRACTS

Populate contract templates to create contracts and send them for E-SIgn. The system integrates with all major E-Signature providers.

RECEIPTS

Cut down turn-around time in sending receipts to customers. Send them on-demand as soon as a sale is made.

LETTERS

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

SOW, AUDIT REPORTS...

Bring your template and generate SOWSs, Reports, etc. through fillable forms. You can share the secure URLs of those forms with the external audience.

LOAN PACKAGES

Generate loan packages by populating multiple loan document templates with a single data file or form input in one-go

HR DOCUMENTS

Automate generation of HR documents such as offer letters, bonus letters. You can also automate the creation of resumes from your HRMS.

INSURANCE

Generate complex documents such as broker renewal terms with policy clauses, on the click of a button.

SECURE DOCUMENT GENERATION

Hosted on Google Cloud with Enterprise Security

Fine-grained authentication and authorization mechanism. Add multiple users and assign roles.

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. Populate HTML, charts, and embed documents.
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DB TO DOCUMENTS

Create documents directly from your relational and NoSQL database data without any coding.
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DOCUMENT FORMS

Automate vendor onboarding, customer onboarding, and partner onboarding with Word and PDF forms.
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Higher ROI

EDocGen document automation software can help your company save time and money in business document creation.

A single, central repository maintains company assets including templates. This improves collaboration across your Enterprise and standardizes customer communications.

Give a try to see how the system delivers a great ROI.

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