Document Generation Software

Finding software can be overwhelming. Software Advice has helped many businesses choose the right document generation software for creating and sharing documents with stakeholders and end users.

Showing 1-20 of 37 products

cloudlayer.io

The PDF and image generator API that lets you use the power of HTML. Create dynamic and rich documents using familiar tools and frameworks.... Read more

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Checkbox

Checkbox is a governance, risk and compliance (GRC) solution designed to help businesses in legal, finance, information security and other sectors build and deploy applications using a drag-and-drop interface. Administrators can c... Read more

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Seismic

Seismic is a cloud-based sales enablement platform which helps automate content-related marketing processes and conversions. Primarily catering to midsize and large businesses, it provides custom-built solutions for wealth managem... Read more

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BrandOffice

BrandOffice®, developed by BrandQuantum is a software solution that seamlessly integrates with Microsoft Office to empower every employee in the organisation to automatically create consistently branded documents, PowerPoint prese... Read more

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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

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Legito

Legito is a document management solution that helps businesses in legal, real estate, finance and other sectors draft and store letters of intent, loan agreements, questionnaires and more. The artificial intelligence (AI)-enabled ... Read more

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Precisely

Precisely’s end-to-end contract automation platform aligns the legal department with the rest of the business by enabling the business side to be more self-sufficient, while keeping them within the legal department’s pre-approved ... Read more

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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

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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

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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

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Docsie

Our platform helps you analyse how your customers interact with your documentation and provide you with insights on how to improve your docs. If you can only imagine as your product grows, so do your product docs. Using documentat... Read more

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Revv

Revv is a paperwork partner that helps businesses maintain brand consistency for their documents to stand out from competitors. It's an all-in-one tool that lets team members organize, create, review, share and eSign documents on ... Read more

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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

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ScopeStack

ScopeStack is a cloud-based sales automation tool, which assists small to midsize IT service providers with job costing, price adjustments and creation of statement of work (SOW). Features include audit history, version control, t... Read more

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Xpertdoc

Xpertdoc is a document management software designed to help manufacturing, legal, sales, insurance, healthcare and other businesses manage the creation, storage and approval of documents, contracts, policies and more. The platform... Read more

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SentryOne Document

SentryOne Document is a database documentation solution that is suitable for businesses of all sizes with complex data estates and multiple sources of data. The key features of the solution include automated database documentation... Read more

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Scanbot SDK

The Scanbot Scanner SDK enables your employees and customers to scan documents, Barcodes, QR codes, ID-cards, Passports, EHIC-cards, and other Data right from their smartphone. With the recognition of text and data, you save a gre... Read more

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Knackly

Knackly is a document automation solution, which helps law firms streamline file creation and client intake processes on a unified platform. It provides various tools such as Word designer, conditional logic, nested lists, formula... Read more

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EasySend

EasySend is a forms automation solution designed to help businesses in insurance and finance industries create documents including claims, policies, loan agreements and more on a unified platform. Employees can use conditional log... Read more

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HotDocs

HotDocs is a document automation solution designed for businesses of any size or type. It enables users to convert frequently used documents and forms into ready-to-use templates to automate customer documentation. The solution of... Read more

Buyers guide

If 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.