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Document Generation Software
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Documate
Documate
Documate is a document automation software designed to help businesses create interview questions to collect information, populate client data into forms, upload documents to be tagged to interview questions and share them with co...Read more about Documate
Employee Manual Builder
Employee Manual Builder
Employee Manual Builder is a cloud-based document generation solution that helps businesses create workplace manuals to streamline the enforcement of policies and procedures. Professionals can use the dashboard to track pending ta...Read more about Employee Manual Builder
Legito
Legito
Document Automation & Contract Assembly; Smart Workflows, Approvals, & Document Management; Advanced Electronic Signature. All under one roof with Legito, your Smart Document Workspace. In under two hours, out-of-the-box funct...Read more about Legito
Aleyant eDocBuilder
Aleyant eDocBuilder
Aleyant eDocBuilder is a document generation solution designed to help businesses access web-to-print design templates. Users can customize templates by adjusting font size, color, rotation, scaling, layering and more. Its top d...Read more about Aleyant eDocBuilder
Ghostscript
Ghostscript
Ghostscript is a cloud-based software that helps businesses manage documents and print operations. It offers a host of features including PCL conversion, print quality management, graphics library, proprietary color management sys...Read more about Ghostscript
PDFTron SDK
PDFTron SDK
PDFTron SDK is a document generation and management software for individuals and businesses in various industry sectors. Key features include file conversion & sharing, electronic signature, compliance tracking, API, archiving & r...Read more about PDFTron SDK
monday.com
monday.com
monday.com is an award-winning work and project management platform that helps teams of all sizes plan, prioritize, manage, and execute their work more effectively. The platform offers solutions for a wide range of use-cases such...Read more about monday.com
Formstack Documents
Formstack Documents
Formstack Documents (formerly WebMerge) is a web-based document management system that enables users to merge data from the cloud into custom PowerPoint presentations, Word documents, Excel spreadsheets, or PDFs. The solution can ...Read more about Formstack Documents
Xpertdoc
Xpertdoc
Xpertdoc is a document generation and automation software designed to help manufacturing, legal, sales, insurance, healthcare, and other businesses manage the creation, storage and approval of contracts, proposals, policies, and m...Read more about Xpertdoc
COVALYZE
COVALYZE
COVALYZE is easy to use and makes procurement experts more efficient and effective in conducting complex supplier negotiations. No matter if you purchase material or services, COVALYZE is the right tool for you: - you need valid p...Read more about COVALYZE
Nintex Drawloop DocGen for Salesforce
Nintex Drawloop DocGen for Salesforce
Nintex DocGen is a document generation platform designed to help businesses create and share files in PDF and Microsoft Word Excel and PowerPoint formats using pre-approved templates and languages. Using Nintex DocGen, managers ...Read more about Nintex Drawloop DocGen for Salesforce
Precisely
Precisely
Precisely gives you up to 25x faster contract turnaround and more than 10x faster contract creation. Optimise your contract management lifecycle, from initial request to the renewal of contracts. We provide you with all the mean...Read more about Precisely
Stripo.email
Stripo.email
Stripo.email is an all-in-one email design platform that helps people create complex email templates that usually require serious coding skills, easy and fast. Mailchimp is an ESP, which means that their main task is to build comp...Read more about Stripo.email
Contractbook
Contractbook
Contractbook is a cloud-based contract management solution that helps organizations of all sizes create, share and store legal documents and contracts. Key features include configurable document approval workflows, templates, mile...Read more about Contractbook
DealHub
DealHub
DealHub offers a unified platform that helps businesses generate quotes and contracts, connect with prospects, and access buyer insights. The platform was designed using a revenue amplification approach that helps close the gap be...Read more about DealHub
Windward Core
Windward Core
Windward Studios is a reporting and document generation solution that provides a data-powered document creation system for OEM, enterprises and system integrators. The solution offers the ability to edit, personalize and design do...Read more about Windward Core
airSlate
airSlate
airSlate is a SaaS platform for no-code automation of business workflows. Using its intuitively easy drag-and-drop tools, users can set up and configure automated workflows for contract negotiations, quoting & invoicing, customer ...Read more about airSlate
Revv
Revv
Revv, a modern eSignature solution, pushes the boundaries of document automation and workflows. Revv gives you the flexibility to create documents from its rich template library or upload and send external WORD/PDF documents for...Read more about Revv
EasySend
EasySend
EasySend helps you evolve forms into easy digital experiences with no code. By going digital, you’ll streamline customer data intake and automate your enterprise workflow. Start from scratch or digitize any PDF. Use smart tools ...Read more about EasySend
Textio
Textio
Textio is an augmented writing software designed to help recruiters create job posts, emails, and other forms of hiring content using a language editor. The platform offers a Textio Flow module, which lets administrators build tea...Read more about Textio
Popular Document Generation Comparisons
Buyers Guide
Last Updated: March 22, 2021If you run a business, you must be familiar with documents such as invoices, contract forms, employment agreements, and financial reports. You probably have a document template that includes branding elements such as your company logo and color as well as relevant data fields. And you most likely create these documents in bulk.
That said, you must also be aware how scattered the document generation process can get. You can end up using multiple software tools for creating, editing, compiling, and sharing documents. The process is time-consuming, and it’s also a task to trace and fix errors.
One way to save time and worry is using document generation software. The software can help you generate documents in bulk—numbers can go up to hundreds or thousands—and eliminate the need to switch between multiple tools.
A wide range of software options is available on the market, and choosing the one that best meets your needs and budget is important. This guide will help you understand the different factors you must consider when shortlisting a document generation solution.
Here's what we'll cover:
- What is document generation software?
- Common features of document generation software
- What type of buyer are you?
- Benefits of document generation software
- Key considerations
What is document generation software?
Document generation software is a software tool that helps create documents such as contracts and invoices in bulk quantities. It offers a single centralized platform for document creation, editing, sharing, and versioning. Most tools support document generation in various formats such as PDF, DOC, and HTML.
Common features of document generation software
Here are some common features of a document generation tool:
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Batch document processing |
Generate multiple documents at a time, even as many as a thousand. Share the documents with end users via communication channels such as email. |
|
Collaboration |
Collaborate with stakeholders in real time. Allow them to add comments to the documents and edit them simultaneously. |
|
Digital signature |
Add digital signatures to documents. Create a list of signatories, along with their email addresses, and collect their digital signatures. Vendors offer the feature as part of their tool or via integration with third-party electronic signature software. |
|
Interaction tracking |
Add trackable document links for each recipient or recipient group. The links let you track how customers interact with your documents, i.e., which links they've clicked on. |
|
Multiple output formats |
Generate, save, and export documents in multiple formats such as PDF, HTML, DOC, and RTF. Some solutions also let you generate the same document in multiple formats simultaneously. |
|
Templates |
Create customized document templates that have your company’s logo, color, headers, graphics, etc. You can also use built-in templates and save them for future usage. |
What type of buyer are you?
These are the two common buyer categories for document creation software:
- Buyers looking for industry-specific software: Buyers from industries such as legal services, insurance, and telecommunication need to create templated documents such as legal contracts, insurance policies, and telephone bills in bulk. They should opt for a tool that offers predesigned templates for documents commonly used in their industry of operation. For example, a legal document generation tool has predesigned templates for documents approved by bar associations or legal publishers.
- Buyers looking for industry-independent software: These buyers don’t need a tool that caters to a specific industry. Instead, they prefer creating their own customized templates and would like to go for tools that are known as all-in-one or industry-independent solutions. These buyers usually include industry-agnostic IT companies and conglomerates.
Benefits of document generation software
Here are the key benefits of document automation software for your business:
- Improved efficiency: Document generation software helps improve process efficiency by automating repetitive tasks such as copying a template across documents, inserting graphics, and adding signatures. This reduces the overall time required to create a document as well as the chances of human error.
- Reduced costs:Document generation software offers features such as batch document production and predefined templates that help create documents in bulk. You don’t have to maintain dedicated resources for overseeing or auditing documents or invest in multiple software tools, which leads to better cost savings.
Key considerations
When selecting a document generation tool for your business, keep the following points in mind:
- Service record of the vendor: You may be tempted to buy a tool that offers the features you need in your desired price range, but there’s more to the picture. Don’t forget to run a background check to ensure the provider has a good track record. Consult someone who has already used the tool, read customer testimonials on the vendor’s website, or read user reviews on third-party websites such as ours.
- Pricing options: The price of the software you’ve selected may change as your business expands and you need more features. Confirm software upgrade charges with the vendor and ensure it’s a price you’re comfortable with. If you don’t check this early on, you may have to switch vendors due to higher-than-expected costs, which could lead to potential loss of data and additional employee training.
If you’re facing challenges in selecting the right tool, feel free to schedule a free call with us. Our advisors can help you select a tool that’s right for your industry and business needs.
Note: The application selected in this article is an example to show a feature in context and is not intended as an endorsement or recommendation. It has been obtained from sources believed to be reliable at the time of publication.