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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Trusted by Fortune 500 and Large Enterprises
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.
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.
Interactive generation via web forms
Auto-generate fillable web forms from your existing Word, PPTX or PDF templates — no coding required. Share the form as a link so end-users can fill it out and submit without logging into system, instantly generating a finished Word, PDF, or PowerPoint document.
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. Structured data is processed deterministically, with no LLM in the pipeline. AI is used only when you opt in for unstructured Excel extraction.
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
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.
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 schedulerImmediate 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.
Optional AI extraction — for unstructured Excel only, invoked on request
Turn messy, unstructured Excel data into polished documents automatically. AI interprets inconsistent formats, infers relationships, and maps fields — no manual cleanup required.
Template governance & version control
Lock approved templates, track every change, control who can publish. Audit-ready by design.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
We utilize various capabilities of the EDocGen 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
CIO @ SPS Pool Care
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
Secure
Document Generation Software
It is hosted on Google Cloud with the latest data protection and cybersecurity safeguards. All stored data is encrypted with AES-256.
Start Free TrialFrequently Asked Questions
What is EDocGen?
It 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 the platform supports?
It 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 the system integrate with Salesforce?
It 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 it generate documents in bulk?
Yes, It 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. The system also supports interactive and on-demand dynamic document generation.
What file formats does it support?
It 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 the system require coding or IT involvement?
No. It 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?
It 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.
Is the platform secure?
Yes. It 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.