Document Generation Software
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PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.
Conga Composer is a document generation and automation tool designed to simplify and streamline the process of creating and distributing customized documents, presentations, and reports. Conga Composer integrates with any data source, including CRM systems like Salesforce, and allows…
signNow is an eSignature solution with mobile apps for iOS and Android. signNow can be integrated into popular platforms and offers SaaS, public cloud, and private cloud deployment options with the same underlying API. This enables customers to leverage the power and usability of…
Acrobat Sign is an e-signature solution that combines simple and secure e-signatures with Adobe Acrobat. With Acrobat Sign, the user can create, sign, send for signature, manage, and track documents from one Adobe platform. The user can create signing experiences for customers…
DocuSign supports transactions with document sharing and electronic signature, as well as automated and guided data collection and entry, record updating across disparate systems and payment collection upon agreement, as well as analytics and reporting.
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Lawyaw from Mystacks Inc in San Francisco is a document generation solution for law offices.
Xpertdoc, an Experlogix brand, enables organizations to digitally transform their document-centric processes and automate documents.
Docmosis is a self-hosted or SaaS template-based document generation solution that integrates with custom-built software applications or popular third-party apps using the API. Templates can be created using using MS Word or LibreOffice, and plain-text placeholders control: the insertion…
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The Apryse PDF SDK (formerly PDFTron) enhances software applications with dynamic document viewing, annotation, processing, and conversion capabilities, as well as features such as document understanding, data extraction, and redaction. The SDK supports PDF, Word documents, CAD drawings,…
Ezus is software that helps travel agents, DMCs & tour operators sell more efficiently by allowing them to more quickly build custom programs. Users can can modify or create quotes and presentations, and choose custom templates to get branded proposals sent to customers via PDF,…
Revv, an eSignature solution, supports document automation and workflows. Revv enables users to create documents from a template library or upload and send external WORD/PDF documents for electronic signatures. Additionally, it offers various signature types to meet every eSignature…
LEAP is a legal practice management software designed to combine time tracking, document and email management, automated legal forms, accounting, billing, and customer relationship management into one single software solution.
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.
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.
Documate is a document automation software company headquartered in San Francisco that enables users to turn frequently used templates into intelligent workflows and client-facing legal applications.
S-Docs headquartered in New York offers what they present as a secure document generator and E-signature solution built on the Salesforce Platform. It aims to help users to create and e-sign sophisticated documents that improve efficiency, reduce errors and eliminate tedious work.…
FormSwift is a SaaS product from Dropbox since the December 2022 acquisition, aiming to provide businesses with a modern solution to paperwork. Users can customize, sign, and download popular business, legal, or personal forms.
Kofax Omnipage is optical character recognition (OCR) software that allows users to digitally edit documents. As OCR software, it allows users to scan in physical documents and turn them into digital files.
Aderant's solution, Forms Workflow, provides access to fillable Microsoft Word templates with a litigation workflow platform to help law firms mitigate risk, save money, and build a stronger practice. It can auto-fill up to 50 forms at once and users can download and edit right inside…
Legal Desk is a provider of automated legal online services based on Copenhagen, for both private and business customers. They state their vision is to provide a valuable alternative to the traditional lawyer so that more people and businesses have access to high quality legal assistance.…
legaldesk.com is an online document generation from Desk Nine Private Limited, presented as a DIY legal solution, or a solution that lets firms quickly produce templated documents.
Web businesses rely more and more on APIs, whether for microservices architectures, headless CMS, or connecting to third-party services. API standards and specifications evolve rapidly contributing to the complexification of architectures. At the same time, the pandemic imposed a…
BlueMeg is a tool that provides clients and staff a secure, cloud based environment to eradicate paperwork and digitize corporate governance. Connected to partners such as ACRA, MyInfo, Xero, Stripe to streamline workflows.
Docutech®, a First American company headquartered in Idaho Falls, provides an integrated digital mortgage experience that enables lenders to accelerate the real estate closing process. The company digitizes and streamlines the creation, delivery, execution and perfection of mortgage…
Clawdia is a legaltech startup that aims to empower entrepreneurs and SMBs in the US to safely manage their legal environment with automated tools. The service includes a freelancer agreement, NDA, or more personalized contract drafting.
The Accelerated -based E-Way bill is an electronically generated document required by the Indian suppliers and vendors when they are transporting goods of value RS. 50,000 or more from one place to another, You can visit the website of the National Informatics Center (NIC) to generate…
CourtiGo is a CRM emphasizing breadth of functionality and total coverage of a business's outreach needs, so that there's no need to use several tools (CRM, marketing, management, electronic signature, visio, comparator, etc.). With its emphasis on the needs of brokerages and agencies,…
SmartDocuments' software enables organizations to create smart documents. With it, the user first creates smart templates that then turn into interactive documents, to save employees a considerable amount of time. In addition, the vendor states the resulting content will always…
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…
Document Generation Software TrustMap
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Learn More About Document Generation Software
What is Document Generation Software?
Document generation 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 and will usually allow for conditional formatting.
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 can be used within multiple industries, including legal, finance, HR, defense, and medical fields.
Document Generation Software Features
Document generation software includes these useful features:
- 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
Document Generation Software Comparison
When choosing the right document generation software, consider the following:
- Ease of Use: It’s important that the software will be easy and simple to use. This includes the process of setting up across an organization with multiple users. Be sure the installation process, as well as the learning curve, won’t be too time-consuming and take away from work productivity.
- Use Case: Are you able to generate contracts, loan agreements, or bills and invoices? Ensure the document generation software package is customizable to meet your budget and workload.
Pricing Information
Document generation software prices are based on the number of users, forms, integrations, and access to advanced features. Basic products cost as low as $20 per month. High-end solutions can run as much as $750 per month. The average business should expect to pay around $200 per month. Most vendors offer a free trial period.