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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
The PDF Maker is an automation platform for businesses looking to streamline their document creation process. By utilizing customizable templates, businesses can automate the generation of PDF documents such as invoices, contracts, and financial reports. The platform integrates with existing data sources, making document generation faster and reducing human error. Whether you're a small business or a larger enterprise, The PDF Maker simplifies the process of creating, managing, and sharing PDF files in a cost-effective and efficient way.
API Access
Has API
API Access
Has API
Screenshots View All
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Integrations
Airtable
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Salesforce
Integrations
Airtable
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Salesforce
Pricing Details
$6 per month
Free Trial
Free Version
Pricing Details
$24.99/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
Closer Innovation Labs Corporation
Founded
2022
Country
United States
Website
thepdfmaker.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
