One thing about your company operations is constant: you need to produce documents. Companies have switched in the technologically advanced period from paper-based documents to electronic files stored in the cloud, which not only saves paper but also expedites the document creation process.
If you operate in the banking, insurance, or legal businesses, document generating will be much more important to your daily operations.
Important records that your business will always need to manage its operations and interact with customers, employees, and suppliers include invoices, proposals, contracts, customer presentations, budgets, and internal policy declarations.
Quick preparation and delivery of policy papers, account disclosures, court filings, and other important communications will be required of you. We’ll now enumerate a few of the often utilized document generating systems by businesses.
Features of Document Generation Software
A good document generation software includes the following features:
- Auto-formatting and multiple formatting
Any document may have its font, size, or document format (PDF, Docx, CSV) changed fast and without sacrificing the integrity of the original. This is a critical feature since many clients have particular preferences for the document format they use. Make sure the solution you choose offers several formatting options.
- Simple integration
Documents from many applications, including JSON and XML, may be swiftly combined and linked with other programs you use a lot. Data routing therefore becomes faster and more surface-level, and knowing that everything has been done properly makes it simpler to provide a final product.
- Dynamic content
A document production tool should have the capability to mix dynamic ranges in order to build your document. This is one of the most important aspects of the tool. It is recommended that you go with a program that can collect the appropriate data and include it into your text. This will allow you to tailor the message to the specific audience you are trying to address.
- Compliance and security
On an as-needed or per-document basis, high-quality solutions will provide users with the option to choose the security and compliance processes that they need. Make certain that the solution you have picked utilizes secure SSL connections as well as firewalls that are reliable and trustworthy.
Best Document Generation Software
SmartDocuments
Starting with SmartDocuments, an automated document generation platform that enables the use of intelligent templates capable of transforming the document process and raising productivity. It saves the document immediately and integrates effortlessly with Sharepoint and Microsoft Teams.
Reducing a significant amount of time, SmartDocuments can automatically incorporate the product and customer data from SAP into the papers. Strongen your business identity, add data from other systems, and build and maintain standard document templates with ease using the useful SmartWizard tool.
The platform finds use in many areas like government, legal, and recruitment to reduce the time and dangers associated with document generation because of its document creation and template management features.
Docmosis
Docmosis is a clever template-based method to provide a scalable, dependable, and quick document generating process. The capabilities of the site enable you to produce customized reports, invoices, proposals, contracts, statements, and letters in Word and PDF formats.
Its in-house developed document generating engine smoothly interfaces with both third-party and in-house software. Docmosis offers a plethora of capabilities to make building complicated document structures easier.
- Use Microsoft Word or LibreOffice Writer for document templates.
- Type or add plain-text placeholders for all dynamic content.
- Add text, images and tables, bar code, QR code, and more.
- Add customizable reports to the templates.
Fastdok
Because of its versatility, Fastdok is a document production program that is used in a variety of fields, including information technology, business, education, human resources, and others, for the purpose of producing the required papers.
This program for generating documents in the cloud is not only quick and simple, but it also shows to be useful in the process of producing papers for a variety of reasons.
What makes Fastdok stand out from other similar services is its automated procedure, which provides you with papers that are already prepared for use depending on the list of questions that you answer.
There is a collection of focused questionnaires, a clear set of examples, and explanations that are provided by Fastdok in order to guide you through the process of digital documentation. The goal of this is to assist you in generating the documents in the most straightforward manner possible.
Edocgen
Edocgen offers a customizable document generating process by enabling data-driven document automation and providing a variety of templates ranging from basic to sophisticated, with the goal of increasing the productivity of individuals working in teams.
With its user-friendly interface and promise to revolutionize the document production process, this document generating software promises to improve both the quality of the client experience and the quality of their communications.
Checkbox
Reputable companies like Deloitte, KPMG, and BMW trust Checkbox, a potent all-in-one document creation and management software that streamlines the laborious document creation process by efficiently cutting down on the amount of time spent by hand drafting and managing the documents, freeing up management to concentrate on more critical strategy-related tasks.
Through validation against the standard templates, Checkbox looks for and fixes any mistakes in the document. Regarding the document you just prepared, Checkbox also lets you see approval status, get e-signature, and get automatic outcomes. The software also speeds up the negotiation and sign-in procedures, which reduces the turnaround time of the document and supports data-driven choices.
