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Description
DocuGen enables the automatic creation of documents through various methods such as date selection, status updates, or with a simple button click thanks to its integration recipes. To generate a document whenever you need it, simply navigate to the DocuGen interface and click on the green “Generate document” button, after which your document will arrive in your email inbox in just a few seconds. Don’t forget to utilize the split view feature! By clicking on the monday.com settings icon (the gear located in the upper right corner of the board), you can enable Split View, which allows you to see a preview of the rows that will be included in your document. Additionally, you can refine which rows are displayed in your document by using the filter icon located at the top of the board view. As you select specific filter options, the split view will dynamically update to reflect the corresponding rows that will appear in your generated document. This functionality makes it easier to ensure that your document contains exactly what you need.
Description
A document generation platform enables the creation of PDF, HTML, JPG, and Word files from a diverse array of data sources such as databases, enterprise applications, XML, Excel, and JSON. It accommodates various document generation methods, including on-demand, bulk, and interactive formats. Business users can easily utilize existing templates by simply adding tags to them. The platform utilizes a tagging system with distinct tags for elements like text, tables, images, content blocks (paragraphs), hyperlinks, and other dynamic components. Users can incorporate these tags into their templates using native editors, along with if-else conditions, loops, and calculations. A centralized repository holds all approved business templates, ensuring compliance and brand consistency, with upload and deletion permissions restricted to authorized personnel. Additionally, the system can automatically generate fillable forms from templates, allowing both internal and external users to populate these dynamic fields, which subsequently creates completed documents in the specified format. This streamlined process enhances efficiency and accuracy in document generation across organizations.
API Access
Has API
API Access
Has API
Integrations
monday.com
Pricing Details
$25 per month
Free Trial
Free Version
Pricing Details
$6 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
DocuGen
Website
docugen.io
Vendor Details
Company Name
EDocGen
Founded
2017
Country
India
Website
www.edocgen.com
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages