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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
With Macro, users can effortlessly click on any defined term, section, chapter, or clause to access immediate context. You can also compare various files, merge edits from multiple Word and PDF documents into a single version, produce bulk blacklines, and make comparisons with templates. It allows for the generation of files from templates, creating one or several documents simultaneously from a spreadsheet, and enables the combination of PDF and Word files. This service is available for free on both Windows and Mac platforms. From an IT and support standpoint, Macro closely resembles the desktop versions of Adobe Acrobat and Microsoft Word, but it includes extra features tailored for financial and legal processes. This IT documentation unfolds in a chronological order. Additionally, when you click on any defined term highlighted in blue, a popup appears displaying the definition as outlined within the document, and you can access nested popups that facilitate an in-depth understanding of your document without limitation. This functionality significantly enhances user experience, making document navigation more intuitive and efficient.
API Access
Has API
API Access
Has API
Integrations
Microsoft Word
Pricing Details
$6 per month
Free Trial
Free Version
Pricing Details
$49 per user 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
EDocGen
Founded
2017
Country
India
Website
www.edocgen.com
Vendor Details
Company Name
Macro
Founded
2020
Country
United States
Website
www.macro.com
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
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
PDF Editors
Access Controls / Permissions
Annotations
Commenting / Notes
Compare Side-by-Side
Customizable Branding
Delete Pages
Electronic Signature
Forms Management
Full Text Search
Merge / Append
Offline Access
Optical Character Recognition (OCR)
Rearrange Pages
Rotate Pages
Watermarking
