Document Generation Software

Document generation or automation software enables the merging of text-based formats (word processing or PDF forms) with data sources to create a range of documents, such as invoices, contracts, legal documentation, proposals, quotes, and reports. This software allows for the creation, editing, customization, and sharing of these documents.

Document generation software typically integrates with word processing tools to simplify the user interface and allow for the creation of visually dynamic documents with charts, images, and custom fonts/logos. This software usually includes dynamic templates, versioning, integration with content producing applications, analytics, workflow, and sometimes electronic signature integration. Document generation software is used in multiple industries, including legal, finance, HR, defense, and medical fields.

• Creation of custom documents and graphic layouts

• Dynamic templates and themes, including conditional text fields

• Auto-generate monthly reports by automatically populating data into document fields

• Create data gathering interview forms for auto-population into documents

• Import data in various formats (SQL, XML, OData, etc)

• Output documents in various formats (.pdf, .doc, html, etc)

• Data extraction from completed forms

• Reporting and analytics

• Third party integrations

• Some vendors offer integration with e-signature software