Document generation software allows users to generate, customize, edit, and produce data driven documents. These platforms can function as PDF creators, and document generators that pull data from third-party sources into templates. Document generation applications can leverage data from a variety of source systems like CRM, ERP and storage. Document generation applications should easily maintain brand consistency and offer conditional formatting. Documents created through these products range in functionality and can include reports, forms, proposals, legal documentation, notes, and contracts, among others.
To qualify for inclusion in the Document Generation category, a product must:
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PDFelement has been designed with simplicity in mind, and we do this by offering affordable desktop PDF solutions that makes it easy for workers to create, edit, convert, collaborate, and sign office documents, thereby moving ideas forward. This leading alternative to Adobe® Acrobat® offers enterprise-grade PDF functionalities and perpetual licensing at a fraction of the price. Sold globally in 9 different languages, PDFelement is the all-in-one PDF solution for users of all types, and the only complete PDF solution next to Adobe® Acrobat® available on Windows, Mac, iOS, & Android. Simplify PDF Creation Create industry-standard PDF files that are fully compliant with all PDF viewers on virtually any device. ■ Simple PDF creation from over 300+ file formats ■ Print to PDF from almost any application ■ Combine/merge multiple files into one ■ Accurately convert PDF to any Microsoft Office format ■ Add attachments in PDF documents with comment option ■ Archive with ISO Standard PDF/A Enjoy Seamless Editing Get a smarter and faster editing experience that is similar to Microsoft ® Word ® without losing fonts and formatting. ■ Complete markup and review toolkit ■ Transform scanned documents and images into editable PDFs with OCR ■ Reduce file size for recipient-ready PDFs ■ One-click form creation with powerful automated form recognition ■ Add Bates Numbering, headers and footers, and watermarks ■ Fill XFA-based PDF forms Build and Process PDF Documents Process thousands of files with advanced data extraction technology and robust batch processing. ■ Extract data from PDF forms into an analysis-ready format ■ Export Data from scanned paper files ■ Batch process for document conversion, creation, and OCR Keep PDFs Secure Add security measures to protect your client facing PDF documents and build electronic processes you can trust. ■ Redact sensitive data ■ Control access to print and edit tools ■ Set permissions and password protect PDF files ■ Secure your PDF with 256-bit AES encryption level passwords ■ Use certificates and encryption when signing PDF files
With Conga Composer and Conga Collaborate (formerly Octiv), transform your document generation and create processes that connect all parts of your business. Gain the power to generate accurate, beautifully designed digital documents — both traditional and web-based. Share them and collaborate online to optimize customer engagement.
HOW IT WORKS: It's simple! You will set up a document (or template) in WebMerge, integrate it with popular services to send your data to that document, and we’ll send you a merged copy. With our various document types you can create professional looking documents that will fit right in with your business. Whether you need a secure PDF, a dynamically generated document, or the flexibility of a Word/Excel/PowerPoint, WebMerge supports it all. Once you're finished creating your merged document, you can choose from one of WebMerge's powerful delivery options, such as via email, saving it in the cloud, or sending it to another 3rd party.
PandaDoc is the complete digital document solution, designed for efficiency. Create, send, track, and eSign documents -- all from one intuitive and easy-to-use platform. Supercharge your CRM with our PandaDoc integrations. PandaDoc is an ideal platform for managing organizational documents including proposals, quotes, contracts, HR documents, and more. Create media-rich documents with a single click. Access completed documents from inside the platform at any time. Our clients are consistently reporting on average: 15% higher value per closed contract 30% higher close rates 50% less busy work 100% accuracy & compliance Other features include: Electronic signatures Document insights Seamless editing Templates Workflow automation Content management Configure Price Quote (CPQ) For more information and full product features, visit us at www.pandadoc.com.
IT Glue is a documentation platform aimed at IT professionals. Information is imported from PSA, RMM and other tools into IT Glue, where it is organized for ease of access. With deep search and relationship mapping you can reduce your team's time waste by 50% or more. Create your own assets to document your clients' environments your way. Build integrations with our RESTful API to automate as many processes as possible. Find out why we continually win awards for innovation and as a productivity solution.
Data-Rich Document Creation You can now create data-rich documents swiftly that look visually striking and meet your high standards. Visually Rich Designs Our platform offers intuitive tools and easy to use features to instantly create conspicuous designs and amazingly good looking layouts. The only confinement is your imagination. Smart Document Logic Behold the best document generation platform of the modern age. It allows you to utilize the conditional logic feature to edit your documents to fit your unique audience. Welcome to the future of Smart Documents. Faster Templates in Minutes Is template creation taking up a huge chunk of your time? There is a faster way to get templates done in the shortest time possible. Our solution will help you create templates in a matter of minutes even if you are not a techie. Incredibly Instinctive Interface Our platform has been designed with the capacity to recreate and convert documents within the well-known Microsoft Office Suite giving you a smooth and hassle-free experience. Savings Simplified Cut the expense on input needed to quickly develop customized templates and documents. Use our platform to simplify the process. Expect considerable savings on time and expenses. It is time to bring your big idea to life with the saved expenses. Avail Our Innovative Software for Quick and Uncomplicated Document Generation Windward Studios takes pride as one of the top industry leaders when it comes to data-rich document generation for corporations, system integrators, and individual users. Our system can help you create documents to appear in any manner you want. This is possible without any hassles and the need for other solutions. Due to considerable savings on time and user-friendly features of our software, both individuals and businesses can minimize their investment in manpower, equipment, and time. Besides, they can re-invest the budget and resources in other areas of their operations.
XaitPorter is a cloud based document co-authoring and automation solution. XaitPorter has a built on workflow, is built on a database to making reuse of information easier and automatically takes care of formatting, layout and numbering. Xait with XaitPorter has 50,000+ users globally. Xait has majority of the larger oil service and engineering companies globally, and 50+ oil companies as clients. In addition, Xait have clients in the CRO industry, ITC, Engineering, construction, and more. XaitPorter is used for a wide variety of documents such as tenders, contracts, license applications, field development plans, well reports, annual reports and more. XaitPorter is built for complex documents and has a built-in workflow to manage teams collaborating on business critical documents. XaitPorter automatically takes care of formatting, layout and numbering. In addition, as XaitPorter is built on a database, XaitPorter ensure that our clients can more efficiently manage, maintain and leverage their content.
SpringCM generates, automates, manages, and stores your documents and contracts, simplifying your business processes so you can close business faster. And make it easier for your customers to work with you. Because when your documents flow, work flows. SpringCM goes beyond Contract Management with a robust and scalable workflow engine that can automate even the most complex document processes. Standardize your business processes and increase visibility at every step. Key Features: Central Repository, Advanced Search & Find, Version Control, Clause Library, Collaboration with internal and external parties, Redlining, Simple & Advanced Workflows, Tagging, Mobile Access, Multi Platform integrations (including tight integration with Salesforce).
Docsmore is a Platform as a Service providing a secure, cloud-based, strategic solution for organizations to go paperless, streamlining all documents which require completion, filing, organization, and retrieval of paper forms and the information contained therein. Information from forms is automatically compiled electronically, categorized into spreadsheets, easily searchable, and protected by an industry-leading, secure HIPAA compliant system.
PDFescape is a totally free and open source online PDF reader and editor, as well as a PDF form filler with features for PDF form design. PDFescape offers users a new way to open and edit PDF files online. It allows for a much better PDF software experience by using the original document file format, allowing users to be not be constrained by typical software requirements. Due to the fact that this PDF editor can be accessed online, PDFescape only requires a modern internet browser and an active internet connection. Below are some of the features offered by this PDF editor. Online PDF Reader Natively open PDF documents in your preferred web browser Manipulate PDF pages with zooming and rotation features for an optimal viewing experience Copy PDF text to your clipboard by selecting your desired content Easily search PDF text for specific keywords and terms with ease Gives you the ability to save, download, and print all PDF documents Provides users with thumbnail, bookmark, and link support features and functionality Online PDF Editor Gives you the option to add text, shapes, whiteout, and other annotations to PDF files Crop, rotate, shift, move, delete and insert PDF files to create more custom files Easily create links to multiple PDF files or other types of web content Edit PDF information tags to help with identification Encrypt PDF content with password protection features Add additional images to PDF forms and documents Sign PDF documents using scanned and imported signatures PDF Form Filler Fill out PDF forms using pre-existing form fields or by using a text tool PDF field calculation and formatting features are supported PDF text, checkbox, radio, list, and drop down fields are available and supported Basic PDF field design and styling properties supported Allows users to quickly jump from field to field using tabs PDF Form Designer Create and add new PDF form fields to any existing PDF file Style PDF form fields with text, color, size features Modify existing PDF form fields to suit custom documents Fully supports checkbox, radio, dropdown, listbox, text, submit button and reset button fields in all PDF files Submit buttons are able to be created to be compatible with PDFescape Ultimate's publishing feature PDFescape also offers many more features as a PDF editor, including RAD options, PDF merging, and some of the functionality listed below. PDFescape Additional Features: PDF Annotator Premium Desktop Features Ultimate Desktop Features Webmaster Tools Additional Publishing Features Volume Licensing And many more!
As a well-rounded PDF editor, ApowerPDF has slick user interface and offers a wide range of PDF editing options to choose from based on your needs. With it, you can easily modify text/graphics, add images, text, watermarks or even manage PDF pages and save with results that look exactly like the original. Indeed, it's quite useful for both individuals and business.
Oneflow offers a powerful sales tool that automates the last mile of the selling process. Sales teams use Oneflow to accelerate the sales cycle and increase the hit rate with interactive e-contracts - speeding up the negotiation flow 10x with "live editing" and making it easy for the prospects to sign from any device.
BizBroadcast allows you to set permissions and distribution personalization with ease. BizBroadcast is perfect for this scenario. Password protect the highly sensitive information and setup simple logic for sending Worksheet A and Worksheet C to Accounting while Worksheet B and Worksheet C go directly to the Marketing department. BizBroadcast takes the complexity of sending reports and makes it simple.
CovePDF is a PDF solution with advanced features such as password protection, digital signage certificate and many other features that follow the PDF standards. The product focus is on the minimalistic design and its simple use that will enable companies to enhance the way they work
Globodox is a scalable document management software that enables medium or large organizations to securely manage and share documents. It features an integrated set of tools that lets you scan, index, search, secure and share documents and keep an audit trail. Using workflow, Globodox helps you route documents electronically to help you automate your business processes. Extremely easy to deploy and use, Globodox is used by people in over 50 countries.
Nintex DocGen™ for Salesforce, formerly referred to as Nintex Drawloop, simplifies document creation in Salesforce using the same data and documents you use today. This transforms documents into automated business processes that accelerate sales and business results, empowering employees to do more of what they do best. Document generation processes can be activated with the click of a button, by batch, or workflow, with users never having to leave the familiarity of Salesforce. Nintex DocGen for Salesforce helps you accelerate sales and service, by enabling quick sales quotes, order forms, proposals, invoices, contracts, reports, account plans, business/pipeline reviews, forecasts, and account summaries.
PDF SDK generates and modifies PDF files easily and fast. It is available in C# and VB.NET. It allows PDF conversion and multimedia, annotations support. It is based on innovative sophisticated technologies. Regular updates and documentation are included. Developer-friendly interface and awesome support provided.
ProperSoft Accounting Suite is a solution that converts CSV or Excel or PDF or QIF or OFX files with transactions to QBO (web connect) format ready to import into Quickbooks desktop/PC/Mac/online, Quicken (PC/Mac), NetSuite, Xero, YNAB, Wave Accounting, LessAccounting, and MS Money.