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Formstack Platform
Formstack Platform
With the Formstack Platform, it only takes a single tool to automate workdays. Anyone in the organization can employ the no-code, visual workflow builder to combine the power of data capture, document generation, and eSignature to...Read more about Formstack Platform
Quadient Inspire
Quadient Inspire
Quadient empowers business users to elevate CX & exceed expectations through personalized, compliant content across all touchpoints. Inspire Flex enables users to create and deliver personalized, compliant customer communication...Read more about Quadient Inspire
Experlogix Document Automation
Experlogix Document Automation
Experlogix Document Automation 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, prop...Read more about Experlogix Document Automation
Gavel
Gavel
Gavel 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 colle...Read more about Gavel
BrandOffice
BrandOffice
BrandOffice, developed by BrandQuantum is a cloud-based software that integrates with Microsoft Office and empowers every employee in the business to automatically create branded documents, presentations and reports, ensuring the ...Read more about BrandOffice
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
Legito
Legito
Back Office. Innovation. Performance. No code automation platform designed for compliance, HR, legal, operations, procurement, sales and sourcing teams. 400k users globally use Legito to create, perform, collaborate and execute ...Read more about Legito
Fluent
Fluent
Fluent (formerly Windward Core) is a powerful document generation platform combining an MS Office designer plugin, a centralized template manager, and a best-in-class engine to automate your business’s frequently created documents...Read more about Fluent
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
Perfect Doc Studio
Perfect Doc Studio
Design and delivery personalized Documents, Contracts, Emails, SMS and Automated phone calls to your customers in 100+ languages with Perfect Doc Studio. This system enables Business users to take 100% control of their customer co...Read more about Perfect Doc Studio
Caspio
Caspio
Caspio is a cloud-based, no-code, application development solution for organizations of all sizes. The platform is suitable for industries such as health care, media, government, education, nonprofits, consulting, churches and com...Read more about Caspio
Apryse PDF SDK
Apryse PDF SDK
Apryse, previously known as PDFTron, takes document solutions to the next level, making work better and life simpler. As a global leader in document processing technology, Apryse gives developers, enterprise customers and small...Read more about Apryse PDF SDK
DocOrigin
DocOrigin
DocOrigin is a document generation solution that is reliable, fast, space-efficient, cost-effective, enterprise-class, multinational, highly customizable, and one that has impeccable customer support. DocOrigin was designed to int...Read more about DocOrigin
Pathagoras
Pathagoras
Pathagoras is an add in to Microsoft Word. It is the only plain text document assembly program on the market. 'Plain text' means that the assembly calls and commands appear on the face of the document instead of buried in behind...Read more about Pathagoras
Contract Eagle
Contract Eagle
Contract Eagle enables users to manage the entire contract lifecycle by centralizing, optimizing and monitoring contracts and is suitable for midsize and large businesses. Contract Eagle enables contract document management ...Read more about Contract Eagle
Docsie
Docsie
Docsie platform helps businesses analyze how customers interact with documentation and provides insights on how to improve them. Using documentation made in Docsie, customers can find relevant knowledge about products and improve ...Read more about Docsie
DocuGenerate
DocuGenerate
The advanced customization options offered by DocuGenerate can help your business generate documents for any business need, from HR, Legal, Accounting to Sales and Marketing. Prepare your template with tags in places where you wa...Read more about DocuGenerate
FileInvite
FileInvite
FileInvite is a cloud-based file transfer and document collection solution designed for small and midsize businesses. FileInvite provides file request management, document approvals, digital forms, pre-built templates, e-signature...Read more about FileInvite
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
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
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Buyers Guide
Last Updated: March 16, 2023If 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?
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.
Merging documents in Formstack (Source)
Common features of document generation software
Here are some common features of a document generation tool:
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.