Alternatives to Docusign Document Generation

Docubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com.

Our API and web application allows you to easily generate PDF documents such as invoices, letters and other documents. Prepare your Word template by adding tags to the places where you would like dynamic text. Then, provide the data in JSON or an Excel file. The template will generate a document for each data item by replacing the tags in the template with the actual data. The advanced customization features can help your business create PDF documents for any application with minimal effort. The merge tags are detected automatically after uploading the template based on its content. Our REST API allows you to create personalized experiences for your company. Generate thousands of PDF documents in bulk, such as invoices, letters and contracts. Call the Generate Document API with your data, and within seconds a PDF document will be created from the specified template.

UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.

Docmosis is a self-hosted or SaaS template-based document generation solution.  Integrate with custom-built software applications or popular third-party apps using the API. Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more. Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce. Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more.

FlowShare runs in the background, records every step you take in any software, then delivers a detailed guide on how to complete your task. You can focus on what really matters instead of wasting time with documentation. And get your staff trained in on complex tasks and processes in hours, instead of days or weeks. You get easy to distribute accurate information with all of your guides looking great - no matter who creates them! FlowShare AI-Powered assistant provides 24/7 instant help, ready to guide your end-users through troubleshooting and problem-solving independently. FlowShare Portal provides a Central Knwoledge Hub, making the solutions and step-by-step guides readily accessible, fostering an environment of continuous learning and collaboration.

You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it! It can be used with major CRMs like Close.com, Hubspot and Pipedrive. DocSales: (1) Use Google Docs as a Document Template Editor to complete personalization (2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically. (3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign). (4) Keep track of their openings. (5) Move the card to a different column/phase or set opportunity to win it (6) Integrate with Blling systems or payment processors

Formplus is an online form builder that can be used to create mobile-friendly web forms. Formplus has over 1000+ templates that can be used to collect customer feedback, create workflows and receive payments, regardless of your industry. Formplus currently serves customers in many industries, including logistics, event planning, non-profits, E-commerce, education, logistics, and more. The app has powerful features like document merge, digital signatures and file uploads. It also supports saving and resumes. Formplus forms are easy to share via social media channels using a variety of sharing options, including Website embed and WordPress embed. You can also send customized Email Invitations with prefilled data and QR codes. The tool can also be integrated with third-party storage apps such as Google Drive, Dropbox and Microsoft OneDrive. Register today for a free account

Fluent is a unique solution that simplifies the creation of reports and templates on a large scale with minimal coding required.

Say goodbye to the tedious tasks of printing, scanning, or emailing documents back and forth; instead, transform your paperwork into user-friendly fillable forms that expedite both completion and deal finalization. With TemplatesGo’s intuitive platform, you can efficiently input client information and finalize proposals, contracts, or any necessary documents in just a matter of minutes. Our simple interface allows you to create a fillable form from your existing documents with ease, enabling anyone to complete and access the generated forms without the inconvenience of managing files in formats like PDF, Word, or Mac Pages. Quickly fill out forms and easily review documents thanks to our innovative technology, which enhances the document processing experience and ensures accuracy and clarity in both format and content. Additionally, you can conveniently modify and reuse your forms whenever needed, ensuring that your workflow remains seamless and adaptable to changing requirements.

Composer allows you to quickly create digital documents that are error-free for any purpose. Automate your templates to ensure they are beautiful and filled with the right data. You can create consistent, accurate documents for every business need and eliminate any process roadblocks or errors that slow down your business. Composer allows you to quickly create fully customized, personalized documents regardless of your industry, your job, or your purpose. Reduce manual tasks and errors to improve customer communications. Once you have created your documents, we can help you automate them. Automated reports and batch emails can be linked together for fast, efficient workflows. Conga Batch allows you to consolidate, schedule, then deliver documents created with Composer. You can choose how to launch and send documents, either automatically or on-demand. You can even do it for multiple documents at once.

Streamline your document creation effortlessly. Are you still crafting each document by hand? Instead, opt for your personalized document automation templates. There's no need for coding expertise. Produce documents at lightning speed; once you witness the benefits of document automation, you may find yourself never wanting to revert to manual methods. Eliminate the hours spent on drafts and generate even intricate documents in mere minutes. It’s as straightforward as filling out a questionnaire and seeing your document come to life instantly. Maintain complete control over the process. Make your content accessible to anyone you choose by utilizing our publications feature, which allows clients, team members, or entire departments to access automated document templates on their own. Capitalize on predefined scopes of action to minimize delays and reduce the likelihood of human mistakes. Create intelligent templates without needing to write any code; the focus is on user-friendliness. Our intuitive no-code editor empowers everyone to design complex document template logic right off the bat. You can also create bilingual templates, expanding your reach and accessibility even further. This innovative approach to document automation not only saves time but also enhances collaboration and productivity across your organization.

With Carizma First, you can easily and swiftly generate recurring documents like contracts, rental agreements, quotes, and invoices, regardless of your level of expertise. The platform not only evaluates the risk associated with each document but also triggers necessary workflows for review and approval, thereby ensuring adherence to compliance standards and effective risk management while maintaining both accuracy and efficiency. By utilizing a simple questionnaire, it guarantees the selection of the appropriate template along with the incorporation of all relevant data and parameters. Documents are generated automatically based on the responses in the questionnaire and other data sources, such as SAP. Additionally, users have the option to upload attachments directly through the questionnaire, which can be seamlessly integrated into the final document. This streamlined process enhances productivity, making it easier for organizations to handle their documentation needs effectively. Moreover, Carizma First’s intelligent risk assessment feature provides an extra layer of security by ensuring that potential issues are addressed before finalization.

Documati is an advanced document creation solution designed for high-volume needs, seamlessly compatible with any CRM or ERP system. Utilize our flexible REST API through platforms like Zapier, RPA tools, or even no-code and low-code environments, as well as your own custom applications. To generate documents, simply open your CRM in a Chrome browser, select a document template, and click a button. Instantly, you will have a Word, PDF, or PowerPoint document populated with relevant data from your CRM. Witness how a typically time-consuming task transforms into a quick, one-minute process. You can easily connect to any CRM without incurring the expenses of an elaborate integration project. In just one minute, produce hundreds of documents by merging data into your chosen template. All it takes is a connection to your CRM and a simple click, while Documati efficiently fills out your documents behind the scenes. This innovative approach enhances productivity and streamlines workflows significantly.

Subject matter experts can streamline their expertise by effortlessly creating applications through a drag-and-drop interface, eliminating the necessity for programming knowledge or technical expertise. Leverage a unified platform to design and deploy applications that automate processes comprehensively across various departments within an organization. Easily generate customized documents that are pre-filled from stylish templates and include e-signature functionality. Fully automate user journeys, encompassing approvals, scheduled tasks, and reminders, ensuring a seamless experience. Construct intricate rules and decision-making frameworks, which may include calculations and weighted scoring systems. Collect essential information from users or systems and perform triage with the help of intelligent forms. Prototype, develop, and sustain applications without requiring IT skills, thanks to our user-friendly drag-and-drop functionality. The Checkbox platform is versatile enough to create a variety of tailored automation solutions. Explore the most sought-after use cases and application templates favored by our clientele, and expand your understanding of the possibilities available. This level of accessibility allows anyone to harness technology for process improvement.

Enhance your customer relationships by utilizing automated document creation for streamlined communication! This approach allows for the cost-effective generation of tailored, essential documents that can be sent through both digital and traditional channels. Easily prepare and modify templates using a user-friendly online platform equipped with drag-and-drop tools and real-time preview features, all without needing any IT skills. Embrace the shift to digital operations by standardizing the management of all company content and automating document workflows! Boost the efficiency, transparency, and traceability of your business processes by implementing effective sorting and management of documents, tracking versions, enabling comments, and facilitating digital signatures. Optimize task management by automating processes, assigning content to specific tasks, and handling process exceptions and approvals seamlessly. Lay the groundwork for a fully digital workplace by automating the capture and classification of incoming documents, along with extracting data and directing it to the appropriate systems, ensuring your operations are as smooth as possible. By adopting these practices, your organization can significantly improve workflow and communication efficiency.

Effortlessly combine your data from various platforms and create documents with just a single click. Are you fed up with the challenges of drafting requirements documents, executive presentations, or status reports? Allow us to assist you in producing high-quality documents with ease, giving you the freedom to concentrate on what truly matters. Harness the power of AI to craft documents that reflect your knowledge without the need to invest endless hours in writing. Get started quickly on your PRDs, GTM documents, and much more, utilizing our exceptional templates. Our co-pilot features, including rephrasing and condensing, will transform your drafts into impressive pieces every single time. Compose concise status updates, launch emails, or that response you've been postponing. With AI-assisted reviews, you can create refined PRDs that help you move from a draft to approval in a fraction of the time, ensuring efficiency in your workflow. Embrace this innovative solution to maximize productivity and enhance the quality of your documentation.

With First American Docutech's ConformX, a robust digital engine for generating dynamic loan documents is readily available. Pioneering the use of genuinely dynamic documents, First American Docutech has set a new standard in the industry. Unlike traditional systems that rely on a fixed library of forms, ConformX integrates seamlessly with top loan origination platforms, allowing lenders to create documents driven by data that fulfill specific requirements. Each data field is either imported, preset, or filled in automatically through intelligent, rules-based frameworks and computations. This innovative approach not only streamlines document operations but also significantly reduces the chances of additional data entry errors, enhances compliance, and offers an exceptionally smooth document experience. Furthermore, ConformX caters to a broader audience by providing essential documents in Spanish, including the loan estimate, closing disclosure, and uniform residential loan application, among others, thereby ensuring accessibility for Spanish-speaking clients. This comprehensive functionality marks a significant advancement in the efficiency and flexibility of the loan documentation process.

Xpertdoc can help you create complex or simple documents interactively, in batches or through automated workflows. It can also capture customer information and data and store and manage enterprise content. Xpertdoc Smart Flows lets you create and deploy optimized automated processes that allow for efficient generation, storage and delivery of your documents. Xpertdoc Smart Forms allows your customers to enter their information and submit it digitally. This improves data accuracy and internal efficiency. Xpertdoc Content Manager allows you to store, search, and retrieve digital assets in a secure repository. We also offer integrations to CRM platforms (Microsoft Dynamics 365, SugarCRM, and other leading ERP, CPQ, and CRM platforms (Microsoft Dynamics 365, SugarCRM, and many more), allowing you to harness the powerful document generation capabilities and automation capabilities of your enterprise core systems.

GoFormz holds multiple patents on its digitization technology, including a method that preserves the look and feel of your original paper forms. GoFormz also provides an additional viewing mode for users working on smaller devices. Users can easily toggle between their original Form View and List View. Requiring no code or IT support to get started, GoFormz focuses on the front-end user experience and remains the leader in user adoption. With our powerful form builder features you can quickly create new forms – easily drag-and-drop fields like Signatures, Images, Barcodes, and Maps, and include Logic and Calculations. GoFormz forms can be filled out from remote locations – even while offline! Once forms are completed, they are automatically stored in the GoFormz Cloud as well as routed to collaborating team members, clients, integrated platforms, and more.

In both the financial services and insurance sectors, maintaining effective communication with clients is essential for success. FusionPro provides the tools needed to create brand-focused and intricately tailored materials for both print and digital formats. For businesses that rely on the precise distribution of millions of labels and tags on a daily or weekly basis, FusionPro facilitates the customization of coupons for both mailing and digital platforms. For mid-sized financial institutions or municipalities, FusionPro Server streamlines the automation of time-sensitive, high-volume, and recurring billing and statement generation processes. With FusionPro, you can automate your workflows with exceptional speed and precision, enabling the creation of engaging personalized messages as well as complex, data-driven business documents in a more efficient and economical manner. By implementing FusionPro, you can enhance productivity throughout your organization with features designed to minimize production time and mailing expenses, all while integrating customer jobs and data more seamlessly into your operations. Ultimately, this level of efficiency not only benefits your organization but also significantly enhances the overall customer experience.

ExactDocs offers a comprehensive solution for Intelligent Document Automation, Generation, and Template Management. This platform allows you to consolidate and manage all your document templates, ensuring that every document generated is both compliant and precise. Its user-friendly design makes it an ideal addition to your Microsoft productivity suite, including tools like SharePoint, OneDrive, Dynamics 365, and Word. Furthermore, ExactDocs seamlessly integrates with various third-party systems, and when paired with Microsoft Power Automate or the InRule Decisions Platform, it can produce documents driven by intricate rule sets and workflows. By utilizing ExactDocs, you eliminate the risk of sending out erroneous documents, such as proposals containing incorrect figures or customer names, agreements with inaccurate terms, and outdated company policies in employment contracts. This platform also empowers you to maintain brand integrity by consistently providing the latest versions of your brand identity materials. With ExactDocs, you can confidently streamline your document processes while enhancing accuracy and consistency across your organization.

Portant combines the functionalities of Docusign and Zapier, streamlining the creation of robust document workflows using your preferred tools. It offers an effortless way to automate essential business documents, making contract eSigning a breeze. Simply choose a Google Doc agreement template, insert an eSignature placeholder, and let your contract signing process run on autopilot. Additionally, it allows for the generation of bulk invoices; just select a Google Sheet with your invoice data, pick a Google Docs invoice template, and produce 10, 100, or even thousands of invoices in one go. With every submission of a Google Form, an incident report PDF is instantly created and sent out via email. Transform Google Forms into PDFs by selecting a form, tagging a Google Doc or Slides template, and generating PDFs from the submitted responses. Portant can dynamically create documents whenever a form is filled out or a spreadsheet is modified, ensuring efficiency in your workflow. As a comprehensive document automation tool that seamlessly integrates with your existing applications, Portant allows you to focus on what truly matters in your business operations.

Automate any part of your legal practice. Create smarter ways to work, take control of your time, and better serve more clients. Gavel is powerful document automation software to create custom webforms that populate data into your Word or PDF documents. Users save 90% of drafting time. Features include: Elevated documents: Automatically generate accurate, customized, and perfectly formatted documents. Powerful workflows: Streamline and collaborate on any internal or client-facing process. Seamless client collaboration: Effortlessly onboard and interact with clients through client intake and client portal. New revenue opportunities: Package, deliver, and charge for digital legal services. Secure, centralized data: Organize, search, and connect client data from anywhere.

Integrated governance ensures that all produced content remains accurate and up-to-date. By utilizing automation to manage exceptions, your team can concentrate on tasks that add greater value. Instantly create customized templates that can incorporate various elements such as images, tables, and charts. The system supports reactive workflows, allowing for the addition of inputs, questionnaires, and calculations. Users can effortlessly compose emails with necessary attachments while enjoying professional customizations and configurations. This approach is noninvasive and does not require any migration, ensuring a secure and HIPAA-compliant environment. Docmo operates seamlessly alongside Excel, automating tasks in Word, Outlook, and other applications, which means users can avoid the hassle of learning a new system. Transform what previously took hours into mere minutes, eliminating the need for double-entry and enabling the extraction of content from any application. Ensure that the latest templates, legal language, and data are utilized, while also easily updating previously created documents. Documents generated through Docmo are guaranteed to be professional, comprehensive, and accurate. Additionally, the system tracks generated templates, revisions, and user volumes, while automatically selecting relevant content, templates, calculations, and terminology for your convenience. This streamlined process significantly enhances productivity and accuracy within your organization.

Customers anticipate a customized experience that is specifically tailored to their unique needs and ideally presented in their preferred language during every interaction with your business. By utilizing PDF Butler as your Salesforce document generation solution, you can ensure a swift and sustainable launch. Incorporating language preferences is a straightforward process that requires only minimal adjustments. As the complexities of document generation in Salesforce, as well as platforms like CPQ, billing, sales cloud, and field service lightning, continue to grow, it’s crucial to streamline the process. By reducing lengthy generation times and simplifying the maintenance of templates, you can enhance personalization without compromising user experience. Begin with basic templates that utilize both standard and custom objects, and progressively enhance them with features such as logos, dynamic images, translation of picklists through the translation workbench, and data sourced from external objects, including QR codes or barcodes; your needs will shape our roadmap. Our Salesforce document generation tool is designed to deliver speed, long-lasting and scalable performance, along with outstanding support, ensuring that your document generation processes keep pace with evolving demands. Ultimately, this approach empowers you to maintain a competitive edge while meeting customer expectations consistently.

KUBRA iMail™ empowers users to craft and design essential business documents that enhance the effectiveness of customer interactions. Utilizing web-based tools, you can create a variety of documents, including letters and notifications. Our advanced facilities throughout North America then transform these document templates, as well as bills, statements, and invoices, into customized paper documents and dispatch them directly to your customers. In addition, KUBRA iMail offers online tools for generating and overseeing document templates that feature personalized content and targeted marketing messages, which can be displayed on the documents, the envelopes, or included as separate inserts. Our DoxsDirect™ document composition software ensures secure importation of customer profiles or billing data, facilitates data extraction and mapping, and utilizes established business rules to generate documents that contain specific customer messages along with data-driven charts, graphics, and calculations, ensuring a tailored experience for every recipient. This comprehensive solution not only streamlines document production but also enhances customer satisfaction through personalized communication.

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.

DocOrigin serves as a robust platform for the creation of professional, dynamic, and high-fidelity business documents. Whether your needs involve generating a multitude of invoices, statements, or even a singular customer correspondence, DocOrigin efficiently meets these demands with speed, simplicity, and cost-effectiveness. The solution allows you to utilize data from legacy systems, Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and various line-of-business applications to deliver documents filled with accurate information to customers, suppliers, and employees in preferred formats and to the desired devices. Additionally, it seamlessly integrates with existing legacy applications and workflows, making implementation smooth. With dynamic HTML capabilities, it supports both visual presentation and data collection, ensuring versatility in document design. Moreover, you can optimize unused areas in transactional documents to include custom content, enhancing their effectiveness. Whether you need to generate a single document on demand or execute continuous batch processing, DocOrigin adapts to your requirements. The intuitive template creation feature with DocOrigin Design further simplifies the document generation process, making it accessible for users at all skill levels. This comprehensive approach ensures that every aspect of document creation is covered efficiently and effectively.

Avoid letting the tedious process of manually crafting essential documents such as contracts, work orders, and invoices hinder your business operations. Empower your teams with Nintex DocGen®, enabling them to swiftly generate and distribute documents with just a few clicks from within Salesforce or Office 365. Say goodbye to the hassle of cut-and-paste methods and the potential for errors. Ensure accurate and compliant documentation on the first attempt, every time. Harness the full potential of your data, regardless of its location, to boost productivity and reduce human mistakes. Enhance compliance by utilizing pre-approved templates and standardized language to effortlessly create a variety of documents, including Word, Excel, PowerPoint, and PDF formats. Streamline your processes by automating document routing for reviews, simplifying signing procedures, and securely archiving all documents. Getting started is straightforward; Nintex DocGen simplifies the connection of data from any source to your document templates. Just set up and label the fields for updates to automatically insert dynamic information like customer details, product specifics, pricing, and much more, ensuring a seamless workflow for your team. By adopting this innovative solution, your organization can not only save time but also improve accuracy and maintain a professional image across all documentation.

DocsDNA is a cutting-edge document management platform powered by AI that converts intricate documents into timely, actionable insights. By utilizing sophisticated natural language processing methods, DocsDNA streamlines the classification and archiving processes, significantly alleviating the burden of manual tasks and reducing the likelihood of human errors. Its advanced information extraction features allow for the precise handling of complex documents, such as invoices and legal agreements, which boosts data accuracy and supports better decision-making. With its capability to process documents in multiple languages, DocsDNA is an ideal solution for international companies managing paperwork in diverse languages. Furthermore, the platform prioritizes security by implementing state-of-the-art encryption and secure cloud interfaces to safeguard documents from external threats while allowing for smooth remote access. To maintain high security standards, regular security audits are performed to detect and mitigate potential vulnerabilities, ensuring that user data remains protected and confidential. This commitment to security not only enhances user trust but also establishes DocsDNA as a reliable choice in the realm of document management solutions.

Learn how top financial services and wealth management companies are using FutureVault in order to meet compliance, gain back-office and admin efficiencies, deliver greater value to clients, and ultimately save time and money. You can streamline and digitize document-related workflows, reduce security risks and compliance risks, and build trust with clients and their families. You will be able to improve compliance and administrative efficiencies, as well as providing your advisors, front office teams, and lines business with a value-add offering to scale workflow.

Formsio is a cutting-edge document automation tool designed to aid industries that rely heavily on paper by optimizing their processes, drastically cutting down the time needed for paperwork, and enhancing the overall experience for customers. By innovating the way documents are handled, Formsio generates HTML documents in real time, which sets it apart from its competitors who typically rely on traditional PDF or DOC formats. This unique approach benefits sectors that depend on template-driven documents requiring signatures, large datasets, complex calculations, and mass distribution to clients, contractors, and staff. The strongest demand for our services can be found in fields such as law, finance, compliance, human resources, real estate, and insurance. With our intuitive graphical designer, users can effortlessly create dynamic HTML forms and documents, replacing the old, cumbersome PDF files that often slow down signature processes and create workflow challenges. Additionally, this innovative capability allows businesses to be more agile and responsive to their clients' needs, ultimately leading to improved operational efficiency and satisfaction.

DocsCloud is a comprehensive solution designed for professionals and businesses to generate completed documents in real-time, develop web forms for information gathering, manage agreements, ensure secure document sharing, and extract text from both documents and images. This all-in-one platform is essential for the daily creation, management, and distribution of vital business documents. With its user-friendly Form Builder, you can quickly craft customizable forms and embed them seamlessly wherever needed. The DocTemplate feature simplifies the business document creation process, while the Fillable PDF module enables easy management and sharing of interactive PDFs with clients. Additionally, DocExtractor facilitates effortless data extraction from documents and images, allowing for integration into existing workflows. You can create or upload documents and obtain digital signatures from multiple signatories, ensuring a streamlined approval process. Furthermore, DocsCloud provides secure hosting and sharing capabilities for documents, catering to both internal teams and external stakeholders, enhancing collaboration across the board.

Are you in search of user-friendly applications for generating Salesforce documents? With seamless integration into Document Generation Software, Document.do allows users to produce rich PDFs or Salesforce Docs in just a matter of minutes. Let's explore its standout features! Key Advantages of Utilizing Salesforce CRM Document Generation Software include: 1. Pre-Designed Templates 2. Editorial Capabilities 3. Simple Integration with Google Chrome 4. Automation of Various Document-Related Tasks 5. Generation of Report Documents 6. Rapid Sharing Options According to Cloufi, Document.Do stands out as the premier Document Generation Software available online, providing a swift and efficient onboarding process through its intuitive process builder and document editor. Users can easily create vital business documents such as invoices, contracts, reports, and agreements, ensuring a streamlined workflow for all documentation needs. This capability not only enhances productivity but also improves collaboration among team members.

Utilize your existing templates to generate contracts through smart forms and impress your clients and teams with seamless eSigning capabilities. Our innovative technology enables you to produce identical documents in a significantly reduced timeframe. You’ll benefit from comprehensive audit logs and eSigning certificates that enhance security and accountability. Clients will be impressed by consistently branded documents, emails, and eSigning pages that reflect professionalism. Conveniently oversee all your templates in a single location, granting you access to any document from any device, anywhere. This streamlined process eliminates outdated templates, ensuring your team always utilizes the most current version. We understand that your time is valuable, which is why our skilled team will handle the setup of your templates for you. Your trial period only commences when your templates are fully configured, allowing you to start efficiently. By delivering professional documents in mere seconds, you can exceed client expectations and ensure compliance with accurate, branded onboarding materials. Close deals swiftly and in accordance with regulations by utilizing well-designed engagement documents. Additionally, our platform is designed to grow with your needs, ensuring ongoing support and updates as your business evolves.

Avvoka serves as a comprehensive tool for document automation, negotiation, and analytics, aimed at assisting law firms, in-house legal teams, and businesses of various sizes in efficiently drafting documents, facilitating negotiations, and harnessing data insights to improve document quality and expedite agreement processes. In contrast to traditional tools, Avvoka enables users to swiftly create automated versions of even their most intricate documents through a user-friendly automation builder, eliminating the need for complex coding in Word. Customers benefit from the platform’s ability to enable real-time collaboration among colleagues and negotiate seamlessly with external parties through Avvoka's online interface, significantly speeding up the agreement process. Additionally, Avvoka provides an array of advanced reporting features that empower businesses to analyze resistance to standard contract clauses, monitor essential commercial terms, and evaluate the performance of individual negotiators, ultimately enhancing their negotiation strategies. This unique combination of automation and analytics equips users with the tools necessary to navigate complex legal agreements with confidence.

SmartDocuments is a document automation and document creation software that allows businesses to create and manage documents quickly. Always ensure that you send and store documents with the correct corporate identification. You can easily create your own templates and manage them. No more copying and pasting Word documents. Insert external data into documents to automate the creation of documents Drag & Drop is all that's required to create a template. We value simplicity above all else, no matter how many features we add.

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.

Templater is a library that generates documents from existing Office templates. This makes it possible to create stunning reports in a fraction the time of other solutions. Templater's simple and stable interface makes it easy to integrate third-party apps without any need for custom programming. Microsoft Office tools will make designers and domain experts more productive. The customization of templates by other users can make your product stand out. Templater Editor for Microsoft Office seamlessly integrates into Office tools and provides rich and useful editing experience. Tag listing can be managed by your application to expose insights into your domain with additional information such as explanations/descriptions and examples. The tag detection and analysis will validate documents for various issues and provide useful explanations.

Numerous businesses around the world are leveraging generative AI to enhance their legal operations. We envision a future where legal practices keep pace with the demands of the business world. By implementing robust permissions, controls, and approval systems, you can maintain comprehensive oversight across your teams. Equip your team with the tools to draft contracts efficiently, guided by clear instructions. This approach allows valuable time to be redirected toward more strategic initiatives. Utilize pre-approved templates to ensure uniform language across all standard contracts. Accelerate your workflows with seamless review and negotiation processes. By eliminating manual tasks, teams can concentrate on high-level strategic planning instead of routine activities. Innovative AI playbooks are designed to foster consistency, precision, and rapid execution. Enhance your operational efficiency by establishing a single source of truth paired with user-friendly search functions, ultimately leading to improved collaboration and decision-making.

Hub is our latest product. It consists of two components: Designer, and Hub Platform. Hub allows you create stunning templates and to output data-rich documents. To enjoy document automation, you only need to sign up once. You can use our template management solution, schedule future reports, and create documents on-demand. Windward Hub is a comprehensive, hosted solution that allows you to create, manage, and share all your documents and reports from one place. Windward allows for the creation of contracts, proposals and sales collateral with a simplified process. Our dynamic document generation solution ensures that you get accurate and error-free documents every single time. Windward Hub centralizes the creation of templates. No more emailing files back-and-forth or trying to find the right version. You can view the most current versions of your document template in the Windward Hub portal: One location for managing all templates throughout the document automation process results in more time savings.

SimplyDocs is an innovative online software platform that streamlines the process of generating documents. This is where your journey toward document simplification begins. The platform not only facilitates the creation and management of web forms but also enables users to generate completed documents and publish them for various purposes. With SimplyDocs, you can easily create forms and templates while benefiting from API integrations for both document generation and form submissions. The platform allows for the publication of visually appealing documents, and you can utilize your own AWS S3 storage for added convenience. Design forms and templates with limitless variables to effectively capture data, and customize them effortlessly through a straightforward drag-and-drop interface. You can choose to map your forms to templates for seamless document generation or use them separately. Furthermore, SimplyDocs supports the publication of multi-page documents covering a wide range of topics, including manuals and FAQs, complete with a shareable URL that features a comprehensive index. You have the option to save documents offline for easy access later, and you can publish or unpublish them based on your needs or export them as PDF files for distribution. This versatile platform empowers users with the tools necessary to manage their document workflow efficiently, ensuring that all documentation needs are met with ease.

Mambo Merge offers a completely native solution for creating professional docx files directly from Salesforce, eliminating the hassle of cutting, pasting, and re-formatting while allowing users to avoid the tedious process of toggling between different applications; simply click a button to download your completed document. This tool simplifies the transformation of your existing Word documents for seamless Salesforce integration, enabling you to maintain your business's preferred style while significantly reducing the time spent on document creation. Ideal for generating invoices, quotes, contracts, work orders, purchase orders, and more, Mambo Merge stands apart from other options by ensuring your data remains securely within Salesforce at all times, removing any concerns about data access. Additionally, its user-friendly merge fields require no coding or specialized technical skills, making document generation accessible to everyone in your organization. In just a few minutes, you can convert an existing .docx template into a Mambo Merge template, enhancing your workflow efficiency even further. This powerful solution revolutionizes how businesses handle documentation, streamlining processes and boosting productivity overall.

DigaSign allows for the rapid electronic signing and notarization of documents in a secure setting, transforming a process that typically takes days into one that only takes seconds, all while significantly reducing costs compared to traditional methods. Users can generate their documents with DESIGNER through their current software, easily printing them to the WWNotary Image Writer from any Windows application. For documents that require signatures but not notarization, SIGNER is available, equipped with a biometric signature pad to capture the signatures of the user or other necessary signatories. By utilizing custom prompts, this functionality also enables the capture of "witnessed" signatures, enhancing the application's versatility. The entire DigaSign system is thoughtfully designed with the workflows of professional authorities in mind, ensuring efficiency and ease of use. Specifically tailored for notaries, the NOTARY feature includes the user's professional seal and a comprehensive "chain of custody" journal that automatically logs all actions taken within the system, ensuring accountability and transparency. Overall, DigaSign revolutionizes the way documents are processed, making it an invaluable tool for professionals in need of quick and secure document handling solutions.

It's more than just writing marketing copy or a pirate poem. Domain-aware generative AI securely uses your proprietary enterprise data in order to create unique and deeply technical content that is written in the voice of your company. Rohan, for example, creates contextually relevant content for proposals, grant applications, white papers and more, using historical data from your company. Create robust drafts based on your own data in hours or even days, giving you more time to focus on quality. Automatically generate detailed technical content to answer RFP questions. Instantly synthesize highly-technical information relevant to grant applications. Perform instantaneous deep diving of internal data in order to improve submissions.