EDocGen Alternatives

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.

PSPDFKit is the comprehensive solution for all your PDF needs, offering tools that effortlessly integrate and operate PDF functionality across any platform. 1. SDK PRODUCTS Integrate robust PDF functionality into iOS, Android, Windows, web (JavaScript), or any cross-platform technology, providing capabilities such as PDF viewing, markup, collaboration, and more. 2. LIBRARIES Utilize our potent .NET and Java libraries to boost your backend applications with batch processing of redactions and PDF forms, OCR’d scanned text, and editing of PDF documents, directly from your application server. 3. PROCESSOR Our dynamic PDF microservice, Processor, enables swift generation of PDFs from HTML, including HTML forms, along with Office-to-PDF conversions, OCR, redaction, and XFDF merging and exporting. 4. PDF API Use hosted PDF API to generate, convert, and modify PDF documents in your workflows. We manage the development and server administration, letting you focus on what you do best

Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!

Easily generate PDF documents like invoices, letters, contracts, agreements, certificates and more with our API and web app. Prepare your Word template with tags where you want to have dynamic text. Then provide the data as JSON or in an Excel file. For each data item, a document will be generated from the template by replacing the tags with the actual data. The advanced customization options can help your business generate PDF documents for any use case with minimal effort. After uploading the template, the merge tags are automatically detected based on the template content. Create personalized experiences for your business using our REST API. Generate in bulk thousands of PDF documents like invoices, letters, contracts, agreements, certificates, and more. Simply call the generate document API endpoint with your data and in a few seconds a document will be generated from the specified template, ready for use in your own application or workflow.

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. 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. 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.

ONLYOFFICE Docs is a secure online office suite that comes with a vast range of professional features. Co-edit documents, sheets, presentations, fillable forms and PDF files in real-time using an AI assistant and collaborative tools: two co-editing modes (real-time and paragraph-locking), commenting, built-in chat, tracking changes, version history, document comparison, audio and video calls. It can be integrated with existing platforms, both locally and in the cloud. ONLYOFFICE DocSpace is a web-based platform for document collaboration in customizable rooms. DocSpace allows you to create collaboration rooms and custom rooms where you can assign various access permissions, enhancing the interaction with your team and external users, both locally and in the cloud. ONLYOFFICE Workspace comprises ONLYOFFICE Docs and comprehensive productivity tools: Mail, CRM, document and project management, calendar, etc., allowing you to control all business processes in one place.

Contra is an Agile Contract Lifecycle Management (CLM) and Document Automation Software designed to facilitate and speed up the generation and execution of all contracts. With Contra, any department, in any company, in any industry, can seamlessly draft, edit, redline, and collaborate on contracts, including; auto-generating legal documents from templates, designing approval centres, working with external collaborators and advisors, and even e-signing, tracking, and storing in a central searchable repository. Contra integrates seamlessly with all your favourite apps, including Google Suite, MS Word, Webex, Teams, DocuSign, Dropbox Outlook, and so many more. It’s also available in multiple languages, operating systems, and devices. Contra is made by App4Legal so it also integrates off-the-shelf with its Core Legal Management software, its Self-Serve Client Portal & its External Advisors Portal.

Enterprise organizations around the world leverage the Nintex Platform every day to quickly and easily manage, automate and optimize their business processes. Nintex Platform includes capabilities for process mapping, workflow automation, document generation, forms, mobile apps, process intelligence and more, all with an easy to use drag and drop designer. Accelerate your organization’s digital transformation journey with the next generation of Nintex Workflow Cloud. Put The Power of Process™ into the hands of your ops, IT, process professionals, business analysts, and power users. Start digitizing forms, workflows, and more today. The Nintex Process Platform is the most complete platform for process management and automation. Nintex makes it fast and easy to manage, automate, and optimize your business processes.

DocsCloud helps professionals & businesses generate filled documents on a real-time basis, create web forms to collect information, create and manage agreements, secure sharing of documents & extract text from documents or images. DocsCloud is an all-in-one platform for creating, managing and sharing the documents that your business relies on every day. Form Builder provides a quick & easy interface to create flexible forms. Embed them anywhere or the user directly. DocTemplate strives to make the process of creating business documents easy. Fillable PDF module helps you manage and share your fillable PDFs with clients easily. DocExtractor allows you to extract the data from documents & images effortlessly. Plug it anywhere in your process. Create or upload documents and get them digitally signed from multiple parties (signees). Host documents and share them securely within the organization or with an external audience.

Makes it easy for programmers to fill out and generate PDFs. We provide a visual PDF template editor and PDF filling API. Fill out PDFs with an API request. DocSpring makes it easy for developers to fill out PDF forms. Upload a PDF template, we’ll automatically import fields if your PDF has a fillable form. Set up your fields, use our visual template editor to drag-and-drop your fields. Send an API request, send a POST request to generate a PDF with a few lines of code. Drag-and-drop your fields in DocSpring's visual PDF template editor, then set your fields types, conditions, and how you want to display the data. Ensure the data you send in your API requests matches the fields in your PDF templates. Never accidentally delete a field or send the wrong data. We support a wide range of field types, so you can fill out and sign any type of form. Fields include barcode, QR code, image, signature, and many more. We can generate web-based forms from the fields in your PDF template.

No more printing, scanning, or emailing paperwork back and forth. Convert documents into easy-fill forms for faster completion and deal closure. With TemplatesGo’s easy-to-use solution, from entering client data to completing your proposals, agreements, contracts, or any documents, you now can do it within minutes. Our user-friendly platform makes creating a fillable form from your document a breeze. Anyone can effortlessly complete and access generated documents, without the hassle of printing, scanning, or managing files like PDF, Word, or Mac Pages. Easily complete forms and swiftly review documents with our technology. Speed up document processing for accurate, error-free results in both format and content. Reuse and update the form as needed for ultimate convenience.

Subject matter experts can quickly and easily automate the processes they know best by building apps using drag and drop, without the need for coding or technical skills. Use a single platform to build and flexibly deploy apps which automate processes from end-to-end across departments enterprise-wide. Generate ready-to-go documents, pre-filled and tailored from styled templates with e-signature. Automate end-to-end user journeys including approvals, scheduled tasks and reminders. Design complex rules and decision-tree logic, including calculations and weighted scores. Capture the information you need from users or systems and conduct triage using smart forms. Prototype, build & maintain applications without IT-skills using our easy to use drag-and-drop interface. The Checkbox platform can be used to build a range of bespoke automation solutions. Discover the most popular use cases and app templates amongst our customers.

Formsio is document automation software that helps paper-intensive industries streamline processes, significantly reduce time to complete paperwork, and improve overall customer experience. Formsio re-envisions paperwork starting as an HTML document that is dynamically generated in real time. This is a very important distinction that differentiates Formsio from competitors that wrap their solutions around a PDF or DOC file. Formsio helps industries that utilize template-based documents that require signatures, consume large data sets, often have calculation dependencies, and require bulk distribution to their customers, contractors, and employees. We see the most interest for our solutions within industries such as legal, lending, compliance, HR, real estate, and insurance. Easily create dynamic HTML forms and documents using our graphical designer. Our designer replaces static, inefficient, PDF files that create bottlenecks in signature workflows.

Say goodbye to manual and error-prone template editing. Simply create your repetitive word documents as intelligent templates in Crove and automate your documentation workflow without writing any code. Error-free Contracts & Agreements with automation in no time. Generate employee documents by filling out form or integrating Crove. Create purchase and sales orders by filling out Crove form with ease. Share links with buyer and seller to generate property documents. Generate Invoices & receipts by integrating with your current system. Send out personalized marketing materials to prospects with ease. Generate personalized documents by defining your template in Crove. Send out certificates, fee receipts by integrating Crove with your system. Generate personalized documents by defining your template in Crove. Send out certificates, fee receipts by integrating Crove with your system.

SimplyDocs is a web-based software platform which allows you to simplify your document generation process. Document Simplification starts here. SimplyDocs is a web-based software platform which helps you to create and manage web forms, generate filled documents & publish the documents for almost everything. Create Forms & Document, Templates. API Integration For Document Generation. API Integration To Get Form Submissions. Publish Elegant Documents. Use Your Own AWS S3 Storage. Design forms/templates with unlimited variables to capture data. Forms can be easily designed by doing a drag & drop of form elements. Map forms with templates for document generation or use them independently. Publish multi-page elegant documents about everything from manuals to faqs. Shareable URL with complete index. Save offline for anytime access. Publish/Unpublish them based upon your requirement or export them as PDF.

In Macro, you can click on any defined term, section, chapter, clause, and more for instant context. Compare files, consolidate edits from multiple Word and PDF files into one version, generate blacklines in bulk, and compare to templates. Generate files from templates; create one or many documents at a time from a spreadsheet. Combine PDF and Word documents. Free with Macro for Windows and Mac. From an IT and support perspective, Macro is most similar to the desktop versions of Adobe Acrobat and Microsoft Word, with additional enhanced features for financial and legal workflows. This IT documentation proceeds chronologically. Click on any defined term, highlighted in blue, for a popup of the definition as provided within the document, including nested popups that can be used ad nauseum to unravel your document fully.

Customers expect a personalized experience tailored to their needs and preferably in their language during each interaction with your company. With PDF Butler as your Salesforce document generation tool, you guarantee a fast and future-proof Go Live. Adding language preferences along the way is very easy with minimal configuration. Document generation challenges in Salesforce and products like CPQ, billing, sales cloud, and field service lightning will only increase. By avoiding long generation times and hard-to-maintain templates, you enable further personalization without jeopardizing the UX. Start with quick and simple templates with standard & custom objects and gradually expand with, for example, logos, dynamic pictures, translation of picklists via the translation workbench, data from external objects, QR or barcode, our roadmap is also determined by you. We offer a Salesforce document generation tool that includes speed, durable and scalable performance and excellent support.

Affordable legal document automation software that puts time back in your day. Cut your routine legal drafting by 80% with auto-filling court forms and convert your Microsoft Word-based documents into easy-to-populate online templates. The average law firm spends 20% of available hours on routine drafting. Generating sets of documents simultaneously with Lawyaw saves time and avoids costly errors. Easily search, select, and fill thousands of official state court and immigration forms in our cloud-based platform. No software installation is required. Save time and complete your filings faster using our built-in federally compliant eSign tool. Our mission is to increase convenient access to legal services using technology. Lawyaw is a technology company built by humans working together. We provide affordable, no-code document automation solutions for solo, small- and mid-sized legal practices that can help streamline information gathering and document assembly.

airSlate WorkFlow is the first and only holistic no-code business automation platform. airSlate WorkFlow combines e-signing, no-code robotic process automation, contract negotiation, document generation and web forms into a single, business automation platform. Configure and automate any business process and integrate it into any system of record without writing a single line of code. Start any process with a single click directly from your system of record. Automatically pre-fill and extract data, route documents based on real-time updates, and archive them once completed. Get started in minutes with tens of thousands of pre-built workflows and document templates for any department and industry use case. A single holistic platform ‒ no need to integrate multiple services or platforms. No‑code configuration and deployment decreases time to value by 10x.

Whether you need to generate simple or complex documents interactively, in batch or through automated workflows, capture customer information and data, or store and manage enterprise content, Xpertdoc has the solution to solve your document automation challenges. Xpertdoc Smart Flows allows you to build and deploy optimized, automated processes for efficient generation, storage, delivery, and e-signature of your documents. Xpertdoc Smart Forms enables your customers to enter and submit their information through a better, faster, guided, and digital process that improves internal efficiencies and data accuracy. Xpertdoc Content Manager facilitates and accelerates the storage, search and retrieval of your digital assets, in a secure repository. Plus, we provide integrations to leading ERP, CPQ, CRM platforms (Microsoft Dynamics 365 and SugarCRM), and more, enabling you to leverage powerful document generation and automation capabilities from your enterprise core systems.

Docsie is an award-winning digital documentation and knowledge management platform based in Ontario, Canada. You can access Docsie through a SaaS web application to create & edit documentation from any location. Then, you can publish content to a dynamic knowledge portal that users can access whenever they need information! Docsie offers powerful business-grade features to write & manage product documentation: - Docsie Pilot onboarding - Custom portal design & optional training for paid plans - Internal & external portal for employees & end-users - Workspaces - Knowledge base analytics & user feedback collection - Free custom domain - Markdown import & export - WYSIWYG Editor - iFrame embed - SwaggerAPI import - Snippet, fragment, document & topic templates - Help center & in-app help interface - Guided tour builder - Version & language management - Webhooks - AI translation & content generation - Project management - RBAC/JWT/SSO for security

With ConformX from First American Docutech, the power of a digital, dynamic loan document generation engine is at your fingertips. First American Docutech was the first to leverage truly dynamic documents. Instead of utilizing a static library of forms, ConformX, the engine that powers our entire solutions suite, is integrated with leading loan origination systems to enable lenders to produce data-driven documents that meet specific criteria. Every data field is imported, defaulted or automatically populated through rules-based intelligence and calculations. Now you can optimize document operations, virtually eliminate any additional data entry and errors, improve compliance, and enjoy the most seamless document experience possible. ConformX also provides documents in Spanish including the loan estimate, closing disclosure, uniform residential loan application, and more.

Included with the loan modification software and short sale software platform is a complete library set of industry forms for loss mitigation that auto-populate dynamically in the software like HAMP RMA, 710 Form, lender loan modification packages, 4506-T, Hardship Affidavits, 3rd party authorizations, custom loan modification proposals, custom offers/proposals, and more. Many law firms that specialize in foreclosure defense need a software system that can keep track of the ongoing case updates among the whole staff. Our foreclosure defense software will auto-generate legal docs like retainer agreements, motions, and all the industry specific forms. The built in calendar helps store all the critical court dates, filing dates, sale dates, etc... that the whole staff needs to be aware of. Since Bankruptcy is a popular tool in loss mitigation strategies, we have added the necessary fields to process and track bankruptcy files, like the income, expense, and liability worksheets.

Our suite of digital solutions is designed to advance the mortgage process at every stage, continuously improving the experience for lenders, settlement service providers, investors and borrowers. One seamless, efficient, and fully compliant digital platform for completely paperless eClosings. Improve data and document integrity. Loans close faster (with fewer errors and omissions). eSign and eNotarize documents from anywhere. Greater control and accountability during the mortgage loan cycle. Continuous compliance affecting tolerance levels, calculation reconciliation, potential RESPA violations and TRID issues. The digital mortgage is here — leverage your borrower’s smart device to keep them engaged throughout the loan process.

Documati is a high volume document generation software that integrates with any CRM or ERP. Leverage our scalable REST API from Zapier, RPA platforms, no-code and low-code platforms or your custom build applications. Open your CRM in Chrome browser, choose a document template and simply click the button. You just generated a Word, PDF or PowerPoint document filled with the data from your CRM. Look how a tedious routine turns into a 1-minute activity. Connect to any CRM without starting a costly CRM integration project. Generate 100s of documents in 1 minute by merging data into the template. Just connect your CRM system and click the button. The last thing is to look while Documati fill out your document.

Hub is our newest product, comprised of two components: Designer and Hub Platform. Hub allows you to design stunning templates and output data-rich documents. You just need to signup once for our document automation solution to enjoy easy template management, scheduling future reports, and generate documents on-demand. Windward Hub is the comprehensive, hosted solution you need to generate, manage, and share all of your documents and reports with the click of a button. Windward provides streamlined production of contracts, proposals, sales collateral, and much more. Output accurate and error-free documents every time with our dynamic document generation solution. Windward Hub centralizes your template creation process. No more emailing files back and forth or messy versioning workarounds. In the Windward Hub portal, you can view up to date versions of your document templates: one location for managing templates across the entire document automation process means more time savings.

Zetadocs Delivery enables users to email batches of documents from within Microsoft Dynamics 365 Business Central or NAV, helping your finance team produce and send documents such as orders, invoices and statements using templates that are ready to go, right out of the box.

CraftMyPDF allows you to generate pixel-perfect PDF documents from pre-defined templates and JSON data. CraftMyPDF's advanced drag & drop editor lets you design PDF templates within minutes in any browser. Our PDF generation API supports Zapier, Integromat & REST API integration. CraftMyPDF has high-quality fonts you can utilize, made even more powerful by our font selector that allows you to instantly view, select, and use hundreds of fonts for your reports or PDFs.

ActiveDocs is a global provider of document automation software. Our software helps large organizations with document generation and associated processes. To that end, we provide our customers with award-winning tools, resources, and training which together let them design and maintain their document automation solution internally. Template design is intuitive, taking place in Microsoft Word; this makes it non-codey! Business users can work on templates without involving IT developers.

Use a familiar drag-and-drop process to create document templates. A software wizard helps guide users through the document creation process. Easily customize documents to suit just about any situation. From legal documents to customer invoices, SmoothDocs is always up to the task. From the quick one-pager to exhaustive contracts, SmoothDocs can create just about any document your business needs. Create templates for your frequently used documents. Use those templates to realize huge time savings every time a new document is created. Easily construct customizable templates. Divide your text in to sections which can be added to a document in any order. Add custom fields which are updated each time a document is created. Create documents from your templates. Decide which sections to include in your document. Update fields with the text of your choice. Manually change any document text as you see fit.

Templater is a library designed to generate documents from existing Office templates. This allows you to create beautiful reports in a fraction of time compared to other solutions. Templater unique minimal and stable interface allows trivial integration into third party apps without the need for custom coding. Designers and domain experts will be much more productive by leveraging Microsoft Office tools. Your product can get a distinguishing feature through customization of templates by application users. Templater Editor for Microsoft Office will seamlessly integrate into Office tools and provide rich and helpful 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. Tag detection and analysis will validate document for various issues and suggest resolutions to them with useful explanations.

Plumsail Documents is a document automation tool that dynamically generates documents like Word, Excel, PowerPoint, or PDFs from templates using data from your favorite apps. Plumsail Documents has a rich set of direct integrations with cloud storage, e-signature solutions, and others. It can be integrated with any of your services in Power Automate or Zapier. These are challenges Plumsail Documents helps to solve: - data collection - document creation - e-signature collection - automated document delivery - integration and sync with services such as CRM, ERP, databases - and more!

Portant is like a mixture of Docusign and Zapier. We make it easy to build powerful document workflows with the tools you actually use. The simplest way to automate business-critical documents. Automate contract eSigning. Select a Google Doc agreement template, add an eSignature placeholder, and put your contract signing on auto-pilot. Generate batches of invoices. Select a Google Sheet of invoice data, add a Google Docs invoice template, and generate 10, 100, or even thousands of invoices at a time. Every time a Google Form is submitted an incident report PDF is automatically generated and shared via email. Google Forms to PDF. Select a Google Form, add tags to a Google Doc or Slides template, and generate PDFs from responses. Portant can automatically generate documents any time someone responds to a form or any time a spreadsheet is updated. Portant is a document automation solution that integrates with the tools you already use, so you can get back to the important stuff.

Integrated governance means produced content is always current and correct. Automation that handles exceptions means your team can focus on high-value work. Prepare custom templates instantly. Populate: images, tables, charts, etc. Reactive workflows. Add inputs, questionnaires, calculations. Compose emails with attachments. Professional customizations, configuration. Noninvasive. No migration. Secure, HIPAA compliant. Docmo lives behind Excel and automates Word, Outlook, etc. So, users don't need to learn a new system. Turn hours of work into minutes. No more double-entry. Pull content from any app. Ensure current templates, legal verbiage, and data are used. Easily revise previously prepared documents. Documents produced with Docmo are professional, complete, current, and correct. Log templates generated, revisions, user volume, etc. Relevant content, templates, calculations, and verbiage are automatically chosen.

Gavel is powerful document automation software to create custom webforms that populate data into your Word or PDF documents. Two steps: 1. First, create your questionnaire. 2. Load your template documents and connect the questions to your documents. Add logic jumps, conditions, calculations, and formatting specifications. Then, run your workflow or share with others to generate finalized docs. Users save 90% of drafting time.

Automate & standardize workflows of quotes, contracts, proposals and more! Documill Dynamo is an easy-to-use document generation app for Salesforce. It allows users to create documents with one click, without leaving Salesforce. Deploy quickly and smoothly: choose a sample template from the library and start generating your documents. Or create a template intuitively with a drag and drop interface. No coding skills required. Personalize your document workflows to fit your needs with pre-defined options. Ensure top quality for all kinds of documents and layouts: enable production of multiple language versions with nested tables and related images. Fully control users' editing rights for each section and procedure. Enable intuitive Salesforce experience: Documill Dynamo’s browser-first approach empowers users to accomplish all their tasks without leaving Salesforce. Eliminate the need to jump between applications for top productivity.

DocOrigin is the solution for generating professional, dynamic, high-fidelity business documents. Whether you need to produce large volumes of invoices or statements, or a single customer letter, DocOrigin can handle your requirements quickly, easily, and affordably. You can leverage the data stored in legacy, Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and other line-of-business applications to provide customers, suppliers, and employees with documents that contain the right information, in the preferred output formats, delivered to the desired devices. Integrates easily with existing legacy applications and processes. Dynamic HTML documents for both presentation and data collection. Repurpose unused space in transactional documents for custom content. Generate a single document on demand or continuous batch generation. Intuitive template creation with DocOrigin Design.

Intelligent Document Automation, Generation and Template Management. With ExactDocs you can centralize and control all of your document templates and use them to generate perfectly compliant and accurate documents every time. It is easy to use and is the perfect companion for your Microsoft productivity tools such as SharePoint, OneDrive, Dynamics 365 and Word. It is also easy to integrate with other third party systems and by coupling with Microsoft Power Automate and/or the InRule Decisions Platform, ExactDocs can generate documents based on complex rule sets and workflows. Using ExactDocs means you’ll never send out incorrect documents again. That means no more proposals with the wrong amounts or customer name, no more incorrect terms and conditions in your agreements and no more out-dated company policies in your employment contracts. You can also control your brand by always providing the most up-to-date versions of your brand identity.

Increase productivity with Google Drive file management and document generation from an easy-to-use AppExchange app. Keep important documents nearby and share them with your team using the Drive Links Lightning component. Build powerful merge templates that can generate documents for all of your business needs, all through clicks, not code. Drive Connect's trial allows you to explore all of its capabilities with up to 10 users for 14 days. Link Drive files and folders to Salesforce records. Use Google Doc merge templates for document generation. Automate Drive operations in record-triggered flows. Install Drive Connect today and use it with 10 free user licenses for 14 days with no credit card required. You can buy Drive Connect from the setup tab of the Drive Connect Salesforce app. Drive Connect empowers you to impact clients quickly by creating processes across Salesforce and Google Drive that help them scale their business.

Mambo Merge is a 100% native solution to generate professional docx files out of Salesforce. No more cutting and pasting, no more re-formatting, and no more clicking back and forth between apps - just push the button and download your finished file. Mambo Merge makes it easy to transform even your existing Word docs for Salesforce generation, so you can keep the look and feel that works for your business, but save time when it comes to creating them. Perfect for invoices, quotes, contracts, work orders, purchase orders, and more! And again, unlike other solutions, with Mambo Merge your data never leaves Salesforce, so you never have to worry about who has access along the way. Easy-to-understand merge fields require no code, no advanced technical knowledge, and make document generation easy for all users. An existing .docx template can be converted into a mambo merge template within minutes.

Use the GoFormz mobile forms and data capture platform to fill out forms on mobile devices and computers, even offline. Your mobile forms can look exactly like your existing paper forms, and can be used to collect Images, GPS, Signatures, and more. You can even connect GoFormz with your other business systems like Procore, Salesforce, Box, Quickbooks, Microsoft 365, Acumatica, Google Suite, Egnyte, Smartsheet, and Dropbox. Once forms are completed, they are automatically stored in the Cloud and available for review and processing – resulting in improved recordkeeping and easy retrieval. Users can also: - Dispatch forms to mobile teams - Share links to online forms with anyone - Setup automated workflows - Capture digital signatures - Connect form data with other systems leveraging our powerful API - Easily generate customized pdfs...and much more

ATLOS is Loan Application Software that allows lenders to collect and store loan data, fill and e-sign forms, manage documents, and much more. Lenders using ATLOS can completely eliminate paper, resulting in greater efficiency, lower costs, and reduced risk. Lenders processing loan applications using ATLOS can eliminate paper waste by storing their borrower's loan documentation in a central secure online repository. ATLOS allows lenders, such as mortgage companies and banks, to increase efficiency and reduce risk while processing a loan application. ATLOS provides a comprehensive lending solution that is affordable and easy to use. Easily customize our web forms to store any type of loan data in your own personal ATLOS database. Data stored within ATLOS can be used to fill PDF forms, drive rules, and more

Unlock the full potential of your software systems with dox42—a powerful and user-friendly document generation solution that revolutionizes how you create and manage documents. Seamlessly integrating with industry-leading technologies such as Microsoft Word, Excel, PowerPoint, Dynamics 365, SharePoint, and many more, dox42 enables you to automate the creation of highly personalized documents, reports, and presentations. Effortlessly pull data from any source, ensuring your team can produce consistent, accurate, and professional content in a fraction of the time, enhancing productivity and operational efficiency across your organization.

Working smarter is so much better than working harder. Closing deals is way more fun than losing them. Give your clients the experience they deserve. Give yourself a competitive advantage. Propel your mortgage brokerage business with BrokrBindr. BrokrBindr is a great value if you use merely as an alternative front-end to Filogix. No time-outs, easy to navigate, and the data is safely secured in an account you control (consistent with the consent given to you by each of your clients). You will continue to use Filogix to run your credit-pulls, and to submit completed applications to lenders, and BrokrBindr will make every step easier, faster and more consistently reliable. Preparing emails to request condition documents is probably taking you twenty minutes. Cut that to twenty seconds when you select a personalized, branded email template and which auto-generates the list of condition documents for you. Provide the personal touch. Impress clients with your professionalism.

IBM® Rational® Publishing Engine is an automated document generation solution that generates documents from Rational products and selected applications from other vendors that use XML and REST interfaces. Create multiple output formats in one generation, including Microsoft Word or Excel, HTML, PDF, and XSL-FO documents. Generate documents for everyday use, formal reviews, and compliance with standards. You can get started working with the various areas of the product, depending on your role within the document generation process and the goals that you might want to achieve. You can take actions to ensure that your installation is secure, customize your security settings, and set up user access controls. You can also ensure that you know about any security limitations that you might encounter with this application.

The cloud platform for legal tech solutions. No-code automation, contract lifecycle management, AI, document assembly, process optimization, ODR, document shops, and white-label portals. With our platform, we want to enable organizations to easily and quickly improve the efficiency of their legal processes. Not only for internal purposes but also for their customers and clients or other end users. Everything is at a reasonable cost. One of our platform’s core features is to enable users to translate (legal) documents into automated wizards. The user creates a decision tree, in the form of a questionnaire, that generated a document based on variables and any dependencies and is available in the common formats of PDF, DOCX, and ODT. Aren’t you curious about how you can apply your own legal tech solutions? Our platform is used to create numerous applications, the range from apps to keep a register of data processing to designing a legal workflow to improve operations in an organization.

Create modern documents for all output channels directly in your Internet browser. With interactive preview, you can test the appearance of the document on all targeted media as you build it. Generate documents with dynamic content by applying rules of language and business logic, including multilingual options. DocBridge® Impress is suitable for interactive single processing as well as high volume batch processing. DocBridge® Impress works with existing software solutions. Application Programming Interface (API) as well as semi- and fully automated processes for software distribution (deployment) as web services are available for this express purpose. Thanks to a sophisticated architecture, DocBridge® Impress can be scaled to any size and allows future digital channels to be integrated as needed.

DigaSign enables documents to be esigned and enotarized in a secure environment in seconds instead of days at a fraction of the cost of traditional delivery. With DESIGNER installed, users generate their documents using their existing software. They print the documents to the WWNotary Image Writer from their software or from any Windows application. SIGNER accommodates situations where documents need to be signed but not notarized. SIGNER comes with a biometric signature pad to acquire the signature of the user or other individual's signature required for the document. When used in combination with custom prompts, this feature allows for "witnessed" signature capture. The entire DigaSign application was built with the workflow of professional authorities in mind. NOTARY is specifically tailored for notaries and includes the professional seal of the user. NOTARY also features a "chain of custody" journal that automatically audits all events.

AtClose is the next generation of digital mortgage, title and escrow solutions which enables faster closings and data-driven insights for better communication and shorter cycle time for both mortgage lending and title industries. Automate appraisal, title, and settlement processes. Simplify and efficiently organize complicated processes with automated workflows and a robust vendor management solution. Directly integrated with all major lenders and vendors in the pre and post-closing ecosystem. Improve accuracy, reduce repetition, improve vendor relations, and save time with the powerful and comprehensive software platform for the real estate industry. Business process automation for appraisal. Title & settlement processing & search automation. Post-close automation & recording automation. Underwriter management and automation vendor management & detailed reporting. Dynamic, template-based document generation system. Separate systems and portals for clients and vendors.

TRUE help organizations automatically generate and issue beautifully animated, secure original documents, such as Certificates, Diplomas, Awards, Licenses, and Badges. TRUE original documents are impossible to falsify, and always available. Tehy cant be lost of stolen. Our technology save organizations time and resources - AND increase traffic and attention to their websites. TRUE’s clients and users include SKANSKA, Bonnier, EY, Qvalify, RISE, Universum, IHM Business School, Berghs School of Communication, Parks & Resorts, Bank of Georgia, SSF - and many, many others. The technology is new, but we make it easy to use. Reach out and discover why TRUE is the future of document management. We ❤️ creating value together with clients.