eDocGen is an enterprise document generation platform that automatically populates Word, PDF, PowerPoint, and Excel templates with data from Salesforce, Oracle, SQL databases, JSON, XML, and Excel — generating thousands of documents in minutes with no coding required.

What data sources does eDocGen support?

eDocGen supports data from Salesforce, Microsoft Dynamics 365, Oracle, SQL Server, MySQL, PostgreSQL, MongoDB, JSON, XML, and Excel files. It can also merge data from multiple sources simultaneously.

How does eDocGen integrate with Salesforce?

eDocGen integrates seamlessly with Salesforce through its dedicated app and the eDocGen Salesforce Connector, enabling users to generate and manage documents directly within Salesforce or from the eDocGen UI/API by passing Salesforce queries. This no-code integration supports bulk generation of thousands of documents, automatically attaching them to records while bypassing Salesforce execution limits. It combines Salesforce data with other sources like databases for multi-source document creation.

Can eDocGen generate documents in bulk?

Yes, eDocGen excels at generating documents in bulk, processing thousands in minutes via its ultra-fast batch system. Features include smart batch processing for high-volume output from CRMs, databases, XML/JSON/Excel, and more. This boosts productivity by over 90% for enterprise-scale automation.

What file formats does eDocGen support?

eDocGen supports Microsoft Office (Word, Excel, PowerPoint), Google Workspace (Docs, Sheets, Slides), and fillable PDF forms as templates. It generates high-quality output in PDF, DOCX, PPTX, XLSX, HTML, and various image formats, as well as print-ready PCL 5 documents.

Does eDocGen require coding or IT involvement?

No. eDocGen is a no-code platform. Business users can create and manage templates using native office or PDF editors and connect to data sources without writing any code.

How is eDocGen different from Conga or Docusign CLM?

eDocGen stands out with no-code integrations across CRMs like Salesforce and Dynamics 365, plus databases, avoiding Salesforce governor limits for massive bulk generation. Unlike competitors that often require complex coding or proprietary template builders, eDocGen allows business users to use standard Office documents as templates. Additionally, it excels in aggregating data from disparate sources (like combining Salesforce data with an external SQL database) into a single document, offering a more agile solution for technical teams and business users alike.

Yes. eDocGen is hosted on Google Cloud with AES-256 encryption for all stored data and is HIPAA, GDPR, and ISO-certified. It also supports on-premises deployment for organizations with strict data residency requirements.

Document Generation Software to Create Thousands of Business Documents in Minutes.

Effortlessly blend data from Salesforce, Oracle, D365, and SQL, or any mix of Excel, XML and JSON. No Code. Enterprise Security. Limitless Scale. Cut operational costs by 90% and accelerate your time-to-market.

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Product Features

Every format your team already uses

Generate documents in all major office and web formats — from Word and PDF to Google Workspace files — using your existing templates, with no reformatting required.

Word Excel PowerPoint PDF & PDF Forms Google Docs Google Sheets Google Slides

Bulk generation - Enterprise scale

Produce thousands of personalised, multi-page documents in minutes. Maximize your document output with ultra-fast system, designed to handle high volumes with exceptional efficiency.

On-demand generation via REST API

Let your users generate statements, contracts, and reports in real time — from any device — by integrating your apps with the eDocGen REST API. Full Swagger documentation and code samples included.

Omnichannel distribution

Email, e-signature, cloud storage, FTP, or print — automatically route finished documents through the right channel as part of a single connected workflow.

Enterprise security & compliance

Hosted on Google Cloud with AES-256 encryption, ISO 27001 certification, GDPR and HIPAA compliance, role-based access, and full audit trails built in.

Flexible, cloud-agnostic deployment

Run on Azure, AWS, or GCP, or fully on-premises. No vendor lock-in — deploy wherever your security policy requires.

Document Generation Software, Simplified

Use Existing Templates

Business users can use their existing templates right away. Edit them freely in native tools like Word, Excel, PowerPoint, or PDF editors—no IT support, no designers, no learning curve. Full control stays with you.

DIY Template Creation

IT and business teams can also build custom templates fast with our intuitive no-code Template Builder. Simply drag-and-drop dynamic sections into your existing templates—no coding needed.

Template governance & version control

Maintain a central repository of approved business templates for seamless compliance and brand consistency. Only authorized users can upload or delete. Lock versions, track every change, and control editing or publishing rights. Enforce your standards across every document your organization creates.

Populate Data

Interactive Forms

Turn static templates into smart, fillable forms—instantly. Your team or clients fill them out, and the platform spits out polished, ready-to-use documents in any format you need. No manual hassle.

Structured Data

Merge templates with JSON-XML-Excel data for data-driven document generation.

Unstructured Data

The system's AI features help you generate documents from unstructured data. Transform unstructured Excel spread sheets into crisp, professional documents without the cleanup grind.

Databases

Connect to Oracle, SQL Server, MySQL, PostgreSQL, MongoDB, and more. Auto-populate templates with live database records for lightning-fast document automation.

Enterprise Apps

Integrate with ERP, CRM, SCM, or any app via built-in connectors and REST APIs. Create sales proposals, invoices, or contracts on autopilot—straight from your tools.

Document Generation and Distribution

Generate documents in various formats, and distribute them through email, cloud storage, e-Sign, and print, etc..

Multi-Lingual

Generate documents in 30+ languages — German, French, Arabic, Japanese, Spanish — with full right-to-left script support built in.

Complex Templates

Populate dynamic nested tables, lists, charts, graphs, and more. Whip up 1,000-page reports in seconds, not minutes—perfect for complex reports or business proposals.

Fastest System

The document generation system offers the best metrics for performance. It generates thousands of documents in a few minutes.

Pre-built Automation

Through various types of automations, schedule generation at specified intervals and then automatically upload the files in PCL5 or PostScript formats to an FTP server. Also, create custom workflows by connecting to 1000s of apps, and databases.

No-code integrations

Your data, any source —
documents in seconds

Connect Salesforce, Oracle, Dynamics 365, SQL, MySQL, MongoDB, and more — without writing a single line of code.

Merge data from multiple sources in one generation run, producing documents that reflect your entire business ecosystem.

1 Connect data

›

2 Generate

›

3 Deliver

Data sources

Salesforce CRMCRM data

Oracle & SQLInternal databases

Dynamics 365ERP & CRM

JSON / XML / RESTApplication data

MongoDB & MySQLNoSQL & relational

›

Document Template

{Customer_Name}

{...nesmisen...}

↓

eDocGen

Workflow engine

Template governance GDPR-compliant

›

Documents & delivery

PDF

Word

PPTX

Excel

Google

e-SignatureDocuSign / Adobe Sign

Secure cloud storageAzure / AWS / GCP

Direct email deliveryPersonalised to recipient

Approval routingMulti-stage review & sign-off

Merge multiple sources in one run

Pull from Salesforce + Oracle or SQL + MySQL simultaneously. Documents that consolidate your entire data ecosystem — no manual stitching.

Scheduled & recurring generation

Automate document creation from databases and CRMs on daily, weekly, or monthly schedules. No manual triggers or IT involvement required.

Built-in scheduler

Immediate ROI — zero custom dev

Out-of-box connectors for Salesforce, Dynamics 365, Oracle, SAP, and more. REST API for custom integrations. No IT project, no months of implementation.

AI-powered

AI-powered document generation

Turn messy, unstructured Excel data into polished documents automatically. AI interprets inconsistent formats, infers relationships, and maps fields — no manual cleanup required.

Zapier & Tray integrations

Connect to 1,000+ apps with pre-built automation and create custom document workflows — without a single line of code.

AppExchange

Native Salesforce App

Generate documents directly inside Salesforce — no API limits, no governor constraints. Scale to any volume without hitting Salesforce's processing ceiling.

Built for real-world data complexity

Handles 8-level nested JSON/XML, many-to-one Excel merges, multi-join SQL queries. The system maps all of it to your templates without requiring you to flatten, transform, or pre-process your data first.

Proven across industries

Mortgage & lending Insurance Financial services Real estate Healthcare HR & payroll

Business productivity

Less manual work.
More output.
Measurable results.

Document generation software eliminates the manual bottlenecks that slow every document-heavy team — from contracts and invoices to reports and onboarding packs.

Teams that switch see a 90% reduction in operational cost and go from hours-per-document to thousands-per-minute.

reduction in operational costs — typically within the first quarter

of documents generated per minute, at any volume

languages supported, including RTL scripts

app integrations via Zapier, Tray & REST API

High-volume production that scales with your business

Generate thousands of multi-page, personalised documents in minutes — not hours. The engine is built to handle enterprise workloads without slowdown, whether you're producing 100 invoices or 100,000 policy documents.

PDF docs / min

and climbing — scales linearly with your data volume

Auto-generated web forms from any template

The system reads your Word or PDF template and auto-generates a fillable web form. Internal teams or customers complete it online — and a fully formatted document is produced instantly.

Upload template

Form auto-generated

User fills & submits

Document delivered

Front-office & back-office document workflows

Connect your document generation pipeline to any front-office (CRM, customer portal) or back-office (ERP, billing, HR) system via REST API — creating end-to-end automated workflows without custom development.

Trigger › Generate › Review › Distribute

Precise control over every document output

Use subtemplates, conditional logic, data filters, dynamic image sizing, and page break rules inside your templates — so each document adapts intelligently to the data it receives.

Conditional logic Data filters Dynamic images Page breaks If-else blocks Loop & repeat

Document packages — populate once, generate many

Populate multiple templates in a single run by reusing shared fields across them. Ideal for onboarding packs, deal rooms, or policy bundles where a single data set drives a suite of documents.

Template A

›

Package

Iterative data population — build to your exact spec

Populate a template with multiple data files across several passes. The system saves drafts at each stage, letting you layer in data incrementally until the final document is exactly right.

Data file 1 merged

Data file 2 merged

Final document ready

Immediate ROI — measurable from day one

No long implementation project. Connect your data source, upload your templates, and start generating. Most teams see tangible productivity gains in their first week.

90%

lower cost per document

<1 wk

typical time to first production run

lines of code needed to start

24/7

automated generation, no manual triggers

Built for every team

Sales & Operations HR & People Finance & Accounts Insurance & Legal Mortgage & Real Estate Any team with documents

Flexible Document Generation Platform

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.

Sales & Operations: Automate contracts, proposals, and reports.
HR & Accounts: Streamline onboarding, payroll, and compliance documents.
Finance & Insurance: Accelerate loan, policy, and statement generation.
Any Team: If your business runs on documents, the document generation software delivers speed and accuracy.

Assemble this enterprise document generation micro-service with other services for bringing about digital transformation. Embrace this process for new growth opportunities and business model innovations.

Hear from our clients

The ease of use and seamless integration with our existing systems have made our workflow so much smoother and efficient. The powerful features and robust functionality of EDocGen have truly transformed the way we create documents. It must be the go-to choice for anyone looking for a reliable and efficient document generation API."

Viktor Sobor

Product Manager @ CelsiusPro

I utilize EDocGen for our custom invoice generation. The amazing ability to upload our template and have it auto-populate with our data line items per client specifications is a huge time saver! It creates an amazing customized invoice complete with our corporate logo and color scheme for our customers and as many line items as needed. It auto-emails the invoices as well, creating a seamless and time-saving process."

Ruth Sschreiner

Accounts Receivable Manager @ Sendbird

Allows us to create MS Word documents and send emails quickly, without much coding/programming. Offers hands down the best customer service, I've ever experienced."

Lasse Christiansen

Procurement @ EET Group A/S

We utilize various capabilities of the eEocGen platform to automatically generate and deliver rich personalized documents to our customers that we believe is a significant competitive advantage in our industry. In addition to a great product, the support is outstanding! I strongly encourage you to give eDocGen a try if you are looking for an automated document creation solution."

Simon Lara

VP of Technology @ SPS Pool Care

Secure