Use your existing Word and PDF templates for generating business documents such as proposals, letters, invoices, etc.
The system is business-user friendly. Follow these steps for document generation and distribution.
To upload your existing template into the system
DIY Template Creation: The template creation is very simple and easy. Just add the relevant tags to existing templates. EDocGen supports the dynamic population of text, tables, images, paragraphs, hyperlinks, and reusable content blocks, etc. Each one has a distinct tag. For more details on tag notations, check the help guide.
Word and PDF Template Upload: Upload DOCX/PDF templates by clicking the 'Upload a template' button at the right-top on the Template screen. It opens a pop-up to drag-and-drop/select the template from the local machine.
Permissions: You can also select which roles can access this template. Only authorized personnel can create documents from this template.
Folders: While uploading a template, you can choose the folder for that template.
After uploading your template into the EDocGen document generator, now it's time to generate documents from it. The tool offers several options to automate document generation.
Email: The system auto-sends generated documents to the contact email present on the respective documents. You can configure to send them from your business email using SendGrid, Office 365, GSuite, and SES.
E-Sign: The E-Sign framework allows you to send generated documents to the E-Sign provider of choice.
Cloud Storage: Sync generated documents to cloud storage providers such as Google Drive, SharePoint, etc.,
Print: Generates a single print-ready file.
Text and tables can be merged into documents wherever a tag is placed. The system supports the multi-lingual data population.
Populate images into the templates from the data file. You can dynamically set the image size. The system also supports the Base64 image population.
Perform the sum, multiplication, average, etc. of a set of values inline when the document is generated. For example, if you want to calculate the total invoice amount in an invoice table, add the sum to the table. The value would be computed at the time of generation.
The system also supports the dynamic population of hyperlinks, content blocks, file attachments, HTML, etc.
It is the best solution for fast, accurate, and secure document creation. It is hosted on Google Cloud Platform and all documents generated by the software are protected with strong encryption and authentication. All data files get deleted after document generation.
Integrate with REST API for automating document generation and distribution.
Excel: Say goodbye to tedious limited functionality mail merge. Merge vertical & horizontal orientation of excel data, many to one mail merge, multiple tables, dynamic images, content blocks into document templates
XML: XML is the universal standard for data interchange and often you find a need to merge XML data into Word/PDF document template. It is the easiest way to merge your XML data into the document template
JSON: Almost all databases allow you to export database data in JSON format. It is the perfect solution to auto-fill JSON data into document templates.
Web-Forms: EDocGen auto-generates fillable form from PDF and word template for entering dynamic fields’ values. Filling documents through this approach improves productivity by 70-80%. Fill it once, and the system populates all multiple occurrences of any field in the document. There is also an option to save it as a draft.
Say goodbye to typos, misplaced or lost information, and blank fields. EDocGen online document generator is built to make sure you produce precise and pristine documents every single time. Register to see the document generator in action.