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
Formstack is an online form building solution. Its drag-and-drop web form creator gives digital marketers a tool for online data collection and engagement. Users can collect payments and pass form data to popular marketing apps through third-party integrations. With Formstack, users can capture resp…
Embed Windward in your application to deliver a document automation component.The vendor promises the following capabilities and differentiators:Visually Outstanding Designs Users can create designs and attractive layouts. Smart Document LogicWith a conditional logic feature, users can personalize t…
IT Glue, a Kaseya company since the December 2018 acquisition, is an information management platform that allows for efficient storage and retrieval of all the documentation an organization needs to help their MSP run better. By integrating PSA and RMM data, the vendor says they can help increase ef…
Conga Composer is a solution that helps organization is designed to help organizations streamline the creation and distribution of Salesforce reports. The solution can be used to generate invoices & receipts, proposals and quotes.
XaitPorter is a complete all-in-one co-authoring software solution for teams to collaboratively create, manage and produce documents. With it, users can streamline and optimize document production to maximize revenue from bids and proposals and other business-critical documents.
Formstack Documents (formerly WebMerge, acquired by Formstack April 2019) is an online service that automates the document creation process. It allows users to create customized PDF and Word documents for contracts, applications, government forms, and more.
HotDocs is a document automation and assembly software product.
DocuSign CLM, formerly SpringCM, is a cloud-based platform that can be used to manage documents, contracts and related collateral. The solution includes workflows that can be tailored to an organization's business processes. It is also designed to accelerate team collaboration. SpringCM was acquir…
ActiveDocs is a document management software offering from ActiveDocs.
Bottomline Technologies in New Hampshire offers Bottomline PT-X Connect, a financial document generation solution providing custom document creation and tracking, and total lifecycle management of financial documents with multi-channel delivery, send and receipt tracking, and other features.
Lawyaw from Mystacks Inc in San Francisco is a document generation solution for law offices.
Logicdrop provides smart document worklows by leveraging business rules to produce actionable results. Logicdrop automates the assembly of even complex documents with a simple drag-and-drop designer, coupled with an advanced document automation.
FormSwift is a document service from King Street Labs.
Litera Microsystems headquartered in Chicago offers Innova, a document generation tool providing customizability for firms and corporate legal departments to accelerate the production of a first draft, while also ensuring that the most up-to-date precedents and clauses are used.
IBM Rational Publishing Engine automates generation of documents and reports across deployed tools like IBM's Jazz™ collaboration platform and other third-party tools. Reports can be used for formal reviews, contractual obligations, regulatory oversight or ad hoc use.
Docmosis is a document generation software that uses templates allowing users to automate the generation of letters, contracts, statements, reports and more.
Litera Microsystems headquartered in Chicago offers the Forte document assembly and generation solution that allows firms and corporate legal departments to accelerate the production of a first draft from a blank template, while also ensuring that the most up-to-date precedents and clauses are used.
Accusoft headquartered in Tampa offers the PrizmDoc Suite, consisting of PrizmDoc Viewer and PrizmDoc Editor, providing OCR, private and secure editing and sharing, document conversion, assemblage and automation, and related features.
Ecrion is a document production technology that improves communication with customers over any channel.
3M company M*Modal offers CDI Engage, a document generation tool for physicians and medical processes designed to record and produce compliant healthcare documentation.
Templafy is a document management solution from the company of the same name in Copenhagen, featuring templates with dynamic personalization, automated population of templates with brand content, email signature management, document assembly workflow, and other features.
Computer Services, Inc (CSI) headquartered in Paducah offers their Document Services for banks, which can combine electronic document delivery and distribution (e.g. eStatements, the CustomerConnect advertising service, etc.), managed print, as well as document storage and archiving.