Average Ratings 0 Ratings
Average Ratings 3 Ratings
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.
Description
Fluent is a unique solution that simplifies the creation of reports and templates on a large scale with minimal coding required.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Microsoft 365
No
Microsoft Dynamics 365
No
Microsoft Excel
No
Microsoft PowerPoint
No
Microsoft Word
No
SKUPlugs
No
SQL Server
No
Salesforce
No
Integrations
Microsoft 365
Yes
Microsoft Dynamics 365
Yes
Microsoft Excel
Yes
Microsoft PowerPoint
Yes
Microsoft Word
Yes
SKUPlugs
Yes
SQL Server
Yes
Salesforce
Yes
Pricing Details
$6 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
EDocGen
Founded
2017
Country
India
Website
www.edocgen.com
Vendor Details
Company Name
Apryse
Founded
1998
Country
Canada
Website
apryse.com/products/fluent
Product Features
Document Generation
Batch Processing
Yes
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
Yes
Mortgage and Loans
Amortization Schedule
No
Client Database
No
Closing Documents
Yes
Commercial Mortgages
No
Contact Management
Yes
Credit Reporting
No
Customer Statements
Yes
Document Management
Yes
Electronic Applications
No
Government Loans
No
Loan Origination
No
Loan Servicing
No
Pipeline Management
No
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
No
Product Features
Document Generation
Batch Processing
Yes
Collaboration
Yes
Digital Signature
No
Interaction Tracking
Yes
Multiple Output Formats
Yes
Templates
Yes
Reporting
Customizable Dashboard
Yes
Data Source Connectors
Yes
Drag & Drop
Yes
Drill Down
No
Email Reports
No
Financial Reports
Yes
Forecasting
Yes
Marketing Reports
Yes
OLAP
No
Report Export
Yes
Sales Reports
Yes
Scheduled / Automated Reports
Yes