Alternatives to KUBRA iMail
Compare KUBRA iMail alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to KUBRA iMail in 2024. Compare features, ratings, user reviews, pricing, and more from KUBRA iMail competitors and alternatives in order to make an informed decision for your business.
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DocuPhase
DocuPhase
DocuPhase is a leading provider of intelligent automation solutions designed to maximize business efficiency for the back office of the CFO. Our comprehensive, intelligent financial solutions eliminate mundane workflows and shorten approval processes. Our solutions include document management, AP automation, Invoice and Data Capture, Forms & Workflow, AP Automation, and Vendor and Supplier Payments. Learn more below. AP Automation and Vendor Payments Solutions: Allow DocuPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice. Document Management Solution: Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. Forms and Workflow Automation: Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more. -
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Apryse PDF SDK
Apryse
Apryse, previously known as PDFTron, takes document solutions to the next level, making work better and life simpler. Bring PDF viewing, annotating, editing, creation, and generation to any web, mobile, desktop or server framework or application. As a global leader in document processing technology, Apryse gives developers, enterprise customers and small businesses the tools they need to reach their document goals faster and easier. Our product portfolio includes Apryse SDK, Fluent, iText and XODO. Apryse technology works with all major platforms and a wide variety of unique file types. -
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DocuGenerate
DocuGenerate
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. -
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Docmosis
Docmosis Pty Ltd
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. -
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ONLYOFFICE
Ascensio System SIA
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. -
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DocSales
DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.Starting Price: $29 / month -
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Litify
Litify
Litify is the end-to-end legal operating platform designed to break down silos both within your legal team and between you and your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management — all configurable in a user-friendly, no-code environment. Our platform is built on Salesforce, one of the most secure solutions in the world. Litify's solution includes: Matters & Intakes: Standardize processes across your legal team and make sure best practices are applied to every case. Document Management: Keep all your case materials organized in one place with Docrio, our fully integrated document management system. Time & Billing: Increase both time capture and bill realization with our suite of timekeeping and billing features. Reports & Dashboards: Easily understand what’s happening in your business with user-friendly, configurable dashboards built in. -
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Contra
Lexzur
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.Starting Price: $11 per user per month -
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Fluent
Apryse
Fluent by Apryse (previously Windward Studios) is a unique solution that simplifies the creation of reports and templates on a large scale with minimal coding required. The SDK and Microsoft Office plugin enable developers to meet reporting needs efficiently, while also empowering admins to design and populate data-driven documents from multiple data sources. Fluent offers unlimited formatting capabilities, catering to the diverse needs of multiple teams and end users. Set it and forget it. -Automate reporting with effortless template creation in Microsoft Office applications. -Free your backlog from internal reporting development with an automated solution for reporting and template creation. Empower your end users to independently manage and update their templates with ease. Create, Connect, and Manage Templates. -
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FusionPro Creator
FusionPro
Whether you are in financial services or insurance businesses, effective client communication is mission-critical. FusionPro can help you build brand-aware, highly customized material for print and digital delivery. If your business depends on the accurate delivery of millions of labels and tags daily or weekly, FusionPro can help you customize coupons for mailing and mobile delivery. As a mid-size financial institution or municipality, FusionPro Server allows you to automate time-sensitive, high-volume, recurring bill and statement generation. FusionPro allows you to automate with speed and accuracy, creating everything from engaging personalized communication to data-rich business documents in a faster, smarter, and more cost-effective way. Develop efficiency across your operation with features to reduce production time, and mailing costs and bring customer jobs and data in more fluidly.Starting Price: $1,500 per year -
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PDF Butler
PDF Butler
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. -
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Conga Composer
Conga
With Composer, quickly generate error-free digital documents for any need. Automate your templated documents to guarantee they’ll always be beautiful and built with the right data. Spin up accurate, consistent documents for any business need while you get rid of process roadblocks and errors that slow down business. With Composer, build fully customized, personalized documents in a snap, whatever your industry, your role, or your use case. Eliminate manual document tasks and reduce errors for better customer communications. Once you’ve created your documents, we help you automate processes around them. Tie together automated reports and batch sends for quick, streamlined workflows. With the Conga Batch add-on, consolidate, schedule, and deliver the documents you create with Composer. Choose how you want to launch and send, whether automatically or on-demand, and even do so for multiple documents at once. -
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textBEAST SmartTemplates
ASBware
TextBEAST SmartTemplates is a clipboard and document assembly/automation application featuring user-defined variable text for intelligent templates. Just set up a template and add your selectable variable text for consistent and rapid customization of documents such as letters, communications, and contracts. You can create templates with variables that allow users to simply select the correct options each time a template is utilized. This process would normally require programming/coding but with SmartTemplates, it can be done using a simple graphical user interface. Variables with advanced features let you compose meaningful, grammatically correct sentences from the chosen options, saving time while producing professionally worded documents reliably and consistently.Starting Price: $59.95 -
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DocOrigin
Eclipse Corporation
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. -
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SmartDocuments
SmartDocuments
SmartDocuments document creation and automation software enables businesses to create documents and manage templates with minimal effort. Always send or store your documents with the correct corporate identity. Create your own standard templates and manage them with ease. No more copy & pasting Word documents. Automate document by inserting external data into documents. No coding needed to create the template, just drag & Drop. Easy to use always remains important to us, whatever additional feature we build. Reduce risks when creating documents. Invest in smart templates for full compliancy. Create perfect legal documents using our central system for document creation and template management. Decrease the amount of time you spend on compiling personnel documents immensely. Create personalized and automatized documents such as employment contracts easily and quickly using smart templates. -
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Gavel
Gavel
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.Starting Price: $83 per month -
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Innodox
Innodox
Improve the quality of your customer relationships with communications that are based on automated document creation! Cost-efficient generation of customized, business-critical documents and contents via any digital or traditional channel. You can prepare and edit templates on an online platform in a simple way with drag & drop tools and immediate preview option. No IT expertise is required! Change to digital operations! Manage all company contents in a standardized manner, automate document processing! Make work at your business more efficient, transparent and traceable! Sorting and managing business documents, version tracking, commenting, digital signing. Task automation, assigning contents to tasks, management of process exceptions, approvals. Put the basics in place for digital working. Automate the capturing and classification of incoming documents along with data extraction and forwarding to dedicated systems! -
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Docmo
Docmo
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.Starting Price: $160 per hour -
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SmoothDocs
Traxmaster Software
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.Starting Price: $29.95 one-time payment -
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Documill Dynamo
Documill
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. -
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EDocGen
EDocGen
Document generation platform for creation of PDF, HTML, JPG and Word documents from wide range of data-sources including Databases, Enterprise Applications, XML, Excel, JSON data. Supports all modes of document generation including on-demand, bulk, and interactive. Business users can use the existing templates as-is after adding tags. The system employs a tag notation, with separate tags for text, tables, images, content blocks (paragraphs), hyperlinks, and other dynamic elements. In the native editors, users can add tags to their templates. They can also include if-else conditions, loops, and calculations in the template. A central repository of all approved business templates for better compliance and brand governance. Only authorized personnel can upload and delete templates. The system auto-generates fillable forms from templates. Filling of these dynamic form fields by internal or external users creates filled-in documents in the desired format.Starting Price: $6 per month -
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Drawloop DocGen
Nintex
Don’t let the manual creation of critical documents like contracts, work orders, and invoices slow down your business. Equip teams with Nintex DocGen® to instantly build and share documents with just a few clicks from directly within Salesforce or Office 365. No more cutting and pasting, no more errors. Deliver precise and compliant documents the first time, every time. Unleash the power of your data wherever it resides to enhance efficiency and eliminate human errors. Improve compliance with pre-approved templates and language to create any combination of Word, Excel, PowerPoint, and PDF documents. Automate document routing to streamline reviews, simplify signing processes, and securely store documents. Getting started is a breeze. Nintex DocGen makes it easy to associate data from any source with document templates. Simply configure and tag the fields to be updated to insert dynamic data such details about the customer, product details, pricing information, and more. -
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Seismic
Seismic
Seismic is the industry-leading sales enablement and digital sales engagement solution, aligning go-to-market teams and empowering them to deliver engaging buyer experiences that drive growth. Seismic’s Storytelling Platform™ delivers innovative capabilities for marketers to orchestrate content delivery across all channels, and for sellers to engage with prospective buyers in a compelling, resonant manner at every step of the buyer journey. More than 700 enterprises including IBM and American Express have made Seismic their sales enablement platform of choice. The Seismic Storytelling Platform™ integrates with business-critical platforms including Microsoft, Salesforce, Google and Adobe. Seismic is headquartered in San Diego, with offices across North America, Europe, and Australia.To see how Seismic is being used by companies in your industry, please visit seismic.com. -
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Docsie
Docsie
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 securityStarting Price: $39 per month (annual) -
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Cartago®Live
Cartago Software
Cartago®Live is based on a web interface architecture, and internally uses HTML for formatting documents. Profit from our flexible, modern, and future oriented product philosophy. Integrate our solution in existing environments or new cloud systems as your needs and requirements dictate. Separate your data structures from your layout design, which allows your internal departements such as HR, or marketing to make changes to the documents without the need for “Technical Know How”. Reliably and with high performance, produce your business documents en masse, or with individual post processing. Our Software package is an extensive one and it can be used to create very complex documents. We want to optimize the workload of persons in charge of the output management. For that matter we implemented features like a WYSIWYG-Editor, multi-channel searches or Drag&Drop. We are also constantly improving the usability of our software by paying close attention to customer suggestions. -
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Xeditor
Xpublisher
Xeditor is a professional online XML editor for XML authoring based on state-of-the-art web standards. By enabling authors to work together on structured content from any location at any time, Xeditor helps companies put efficient workflows in place. What’s more, the web-based architecture means there’s no need for time-consuming local installations. Xeditor, the professional online XML authoring tool, gives users the tools they need to create and edit structured documents intuitively in XML format. With the help of XML, content can be created in a way that is media-independent, semantically marked up, automatically processed, and published with a high degree of efficiency. XML is the data format of the future. Xeditor offers its users both an intuitive visual and a technical writing experience. Authors of subject-specific content benefit from the intuitive user interface of the visual XML editor, including WYSIWYG functionality. -
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Perfect Doc Studio
Perfect Doc Studio
Customer communications platform that helps businesses to communicate with customers via personalized content over 6 channels and 100+ languages. Our product features are: 1. Print Design Studio 2. Email Design Studio 3. Short Message Design Studio 4. Transaction system for mass communication 5. Translation system 6. AI driven copy writing for content generation 7. AI driven image generation for communications 8. Integrations with business systems 9. Mail room app for managing the print jobs 10. Cloud storage of all generated contentsStarting Price: $100 per month -
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Checkbox
Checkbox
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. -
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SimplyDocs
Rise & Inspire Techlabs
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.Starting Price: $6 per user, per month -
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Zetadocs Delivery
Equisys
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. -
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Hyland Content Composer
Hyland Software
Content Composer is Hyland’s flagship CCM solution. Content Composer helps organizations increase engagement with external parties by enabling automated, rule-based correspondence for a variety of communication needs ranging from simple to complex, including larger batch processing. Featuring omnichannel delivery and robust output management, Content Composer allows organizations to deliver content and communications at the time and in the format customers require. Designed to integrate with enterprise applications and office productivity software, Content Composer features creation, distribution, and management tools to provide timely, accurate, and compliant customer communications. -
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LAWLIFT
LAWLIFT
Automate your documents with ease. Do you still draft every document manually? Design and use your own document automation templates instead. No coding skills required. Generate documents blazingly fast Once you've experienced the magic of document automation, you might never look back. Stop spending hours on drafts. Create even the most complex documents within minutes. It's as easy as answering a questionnaire and watching your document being created in real time. You're always in control. Make content available to anyone you want Use our publications feature to give clients, team members or whole departments self-service access to automated document templates. Leverage pre-defined scopes of action to reduce bottlenecks and the risk of human error. Design smart templates without writing a single line of code It's all about ease of use. Our clean no-code editor enables everyone to create complex document template logic right away. You can even build bilingual templates -
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Crove
Crove
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.Starting Price: $19 per month -
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Portant
Portant
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.Starting Price: $42 per month -
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ActiveDocs
ActiveDocs
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. -
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ConformX
First American Docutech
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. -
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Macro
Macro
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.Starting Price: $49 per user per month -
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Documati
Documati
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. -
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Gendoc
Gendoc
Automatically generate beautiful PDF documents from templates for Sales (proposals, invoices), Marketing (whitepapers, presentations, …), and more (such as custom reports) with Gendoc. Integrate PDF generation direct in your product, in your CRM, or in your IT stack and create beautiful PDF documents for all of your customers thanks to our powerful HTML to PDF conversion API. Create templates,Starting Price: $0.10 per document generated -
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CraftMyPDF
CraftMyPDF
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. -
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Formsio
Formsio
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.Starting Price: $250 per month -
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Templater
New Generation Software
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.Starting Price: 250EUR -
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ExactDocs
Solentive Systems
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.Starting Price: $9.95 per user per month -
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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.
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DigaSign
DigaSign
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. -
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Formplus PDF Builder
Formplus
Web-based PDF Builder for businesses, organizations, and individuals to create fillable PDF forms for free. Create surveys, legal agreements, contracts, registration forms, and other documents with the easy-to-use drag and drop pdf form builder. Our powerful customization options also allow you to beautify your PDF forms with colors and other visually appealing designs. You can also do more with your PDF forms by automating data collection and viewing analytics on form responses using Formplus. -
47
Docomotion
Docomotion
Meet the document generation app that provides a 5-star experience for everyone involved. Drastically improving both your business efficiency and your workday. Simplifying every aspect of the document generation process, from design to sign. Generate, automate and interact on one platform. No add-ons or multiple apps are needed. We put our customers' needs above all else, doing our best to resolve any request within hours. Forget about manually performing repetitive tasks, wasting precious time, and exposing yourself to human errors, inconsistencies, and lost documents. Focus on things that really matter, like engaging with your customers, creating sales opportunities, or extending your coffee break. Easily set up one-click actions to generate any type of document from any type of data, or use Salesforce’s inherent automation tools such as Process Builder and Visual Flow to intuitively integrate personalized documents into your business processes. Either way, you won’t need any programStarting Price: $10 per month -
48
DocuCollab
DocuCollab
DocuCollab is a robust software, where contracts, proposals, quotes, and other official documents can be monitored and managed effectively. Collaborate with the team, vendors, and customers in real-time. Enhance your team productivity and minimize clerical errors. Manage your sensitive documents prudently. With DocuCollab, ensuring the security of the official/personal information is easier. Link your CRM, ERP, and HRM software with DocuCollab for a highly-efficient integrated platform. Analytics and reporting made simpler with DocuCollab. Negotiate on terms and conditions with the agile software. DocuCollab facilitates an easy and effective negotiation channel through track changes and comments. Create folders and assign levels of security with DocuCollab. Organize all the documents pertaining to a contract/proposal in a simple yet effective manner. DocuCollab is designed to suit businesses of all ranges across industry verticals.Starting Price: $19 per month -
49
FutureVault
FutureVault
FutureVault is an industry-leader in secure document exchange and Digital Vault solutions for financial services and wealth management organizations, changing the paradigm of document and information management with the Personal Life Management Vault™ and Business Life Management Vault™. FutureVault’s multi-tiered platform is transforming enterprise, advisor, and client value propositions by significantly improving the way documents, data, and information are managed within a secure, audit-ready, single source of truth. By powering firms with FutureVault’s white-labeled platform and mobile applications help firms meet books and records compliance, improve data privacy, drive front and back-office efficiency with automation and open APIs, and deliver an enhanced digital client experience to better engage with households and the next generation. Data extraction and AI-driven patterns to gain additional efficiency and insight are available for enterprise customers. -
50
Heretto
Heretto
Heretto is the ultimate content operations platform for customer-driven companies. Our cutting-edge CCMS, Deploy API, and Portal toolset empowers users to independently resolve product issues, streamlining support and elevating customer experiences. Effortlessly create, distribute, and personalize documentation for exceptional content experiences across all touchpoints all on one cloud-based platform. From the blank page to fully personalized help sites, Heretto's intuitive interface ensures swift content deployment and seamless collaboration for enterprise organizations. Stay ahead in the digital landscape and deliver content that delights modern customers with Heretto's unrivaled capabilities.