Document automation software tools are excellent time-savers. They create PDF documents, customized charts and tables, specific documents or spreadsheets, even online forms. You can use these to make a variety of marketing materials or business correspondence or automate some other routine tasks you do in your job. In this article, I will teach you how to choose one that matches your needs, and I’m going to start with free document generation tools.
Have you ever considered using a document generation software “DocGen” to automate the creation of documents? A DocGen is a software application that automatically generates documents from templates in response to requests by a user “you”. With a DocGen it is possible to create millions of documents without anyone having to write a single line of code. This kind of technology enables companies to increase productivity, generate more revenue and save money on staff resources.The process is not complicated but there are some things you should consider before purchasing this type of software. Use these free tips to help you make an informed decision when deciding if your business could benefit from the use of one of these software tools and if so, which one is the best solution for you.
If you are looking for the best document generation software, read on. We provide valuable information regarding document generation and document generation tools. Are you looking for a document automation software that works? Are you tired of downloading crappy trial versions that don’t work? Do you wish there was an easier way to generate documents than manually re-typing content, or paying someone to do it for you?
With the Best Document Generation Software, you can save time, money and effort by creating professional documents in minutes. Its design is so simple that anyone can use it to create marketing templates, invoices and estimates to help increase productivity.
What is document generation software?
Document generation software allows businesses to generate, customize and edit data-driven documents automatically. It combines the intelligence of its software with the simple interface of your processor. The result? An easy-to-use, intuitive solution that eliminates human error and saves your business time and money.
There are many different types of document generators, all of which provide a variety of features that can help optimize the productivity and efficiency of your business. Here is a list of our top 7 document generation software.
Our top best document generation software
The Sheetgo web app allows you to automatically create any personalized document through an automated workflow – all you need is a document template and a data source.
Sheetgo transfers the dynamic data from your spreadsheet source to the document template you create. For each row of data, a new document is generated, containing the custom data. What’s more, Sheetgo can also convert your newly generated documents into a PDF, and also send them to their corresponding recipients automatically!
In the Sheetgo workflow, everything is connected and automated, so you can generate, convert and send your documents in a matter of seconds! Learn more about the document generation feature.
Panda Doc’s all-in-one documentation software provides a wide range of templates to customize your business documents.
Its document analytics provide real-time notifications of when your documents have been opened, signed or edited by its recipients. This makes it a really helpful tool to track and manage interactions.
Overall, Panda Doc offers a simple document experience with simple formatting templates, perfect for those who are looking for easy-to-use generation software.
The Nintex DocGen is a lesser-known product, but one that packs a punch. This no-code document generation software has intuitive templates that make the integration of data easier with simple and effective UI.
Nintex is compatible with almost every cloud-based storage solution. Furthermore, it also offers numerous integrations of other third-party applications, making it a great tool that can seamlessly become a part of your process.
Jotform PDF Editor
The clue to Jotform’s base functionality is in the name: form. Upwards of 15 million-plus users have received more than 1 billion form submissions since the company launched in 2006. But the easy-to-use form builder isn’t just a data-collection tool. You can also use it to streamline workflows and, you guessed it, automate the creation of documents.
With Jotform PDF Editor, you can automatically transform collected form responses into professional, secure PDF documents to share with colleagues and customers. It’s easy to create a polished PDF document with Jotform’s drag-and-drop editing tools and 1,200-plus ready-made templates that you can customize to match your brand.
You can use Jotform PDF Editor to instantly turn collected data into contracts, invoices, inspection reports, proposals for potential clients, or any other type of document you could ever need, all in the same digital workspace.
Perhaps best of all, Jotform PDF Editor is free, and it always will be. It’s also free to create a Jotform account. This makes Jotform’s PDF Editor perfect for those who want to create secure, professional PDF documents quickly but also want a depth of features that can handle your future document automation needs.
Released in 1993, HotDocs is the granddaddy of the document automation space. It boasts more than 1 million users across 60 countries worldwide as well as a supportive community of consultants and developers, which makes HotDocs the most widely adopted document automation solution on the market.
HotDocs Developer can transform in-house documents and PDF forms into templates that you can then use to generate new documents. You can deploy these templates to a desktop, on-premises server, or cloud environment, depending on the HotDocs product.
HotDocs provides strong functionality to automate complicated and custom document templates; however, this comes at the cost of a heavier investment in setup and installation compared to other solutions. This makes it best suited for organizations, such as commercial banks, corporate legal departments, and law firms, that need to automate the creation of complex, preexisting document sets they use on a regular basis.
Best for complex, custom document sets for legal and financial services
Templafy is an enterprise document automation platform that gives large organizations a way to centrally manage, dynamically update, and easily distribute company content and assets throughout the organization.
Employees have access to standard document generation features, while a permission-based system gives managers and compliance teams oversight and quality control over all document assets, ensuring team members use only approved content.
Templafy’s document automation features integrate with Microsoft Office and Google G Suite applications, helping employees to streamline the production of contracts, proposals, and sales collateral within their word processing programs.
Templafy requires a minimum of 50 users, which makes it suitable for larger organizations. Custom pricing is available upon request.Best for enterprises that want centralized control of company content
Avokaado at a glance
Avokaado gets our pick as the best all-rounder (and not just because we built it) because it takes care of the entire contract lifecycle. We often describe Avokaado as a contract lifecycle management tool. Rather like a CRM, but for contracts. Much like a customer relationship, contracts also go through a lifecycle and Avokaado takes care of each stage of that journey. From drafting, right through to digital signatures and electronic storage.
Capterra Score: 5/5
- Advanced contract automation and pre-approved contract templates save time and cut down on repetitive busy-work.
- Clause library so creating new contracts and legal templates is like Lego.
- Code-free, automated document generation so you can start streamlining without having to bother your engineers and developers.
- Custom branding, logos, and advanced formatting so you know everything looks exactly how it should.
- Comment and collaborate on contracts within Avokaado, so you can keep track of feedback and changes.
- Open API allows you to automatically populate fields in your Avokaado templates with data from virtually any platform.
Free trial: Yes, 7 days of Standard, then reverts to Freemium, so you’ll have access to a class-leading, free document generator forever. No credit card required.
Formstack Documents at a glance
With over 100 integrations available, right out the box, Formstack Documents promises to slot right into your business’ workflow without having to upend the way you do things. From productivity tools, like Google Docs, sales and marketing solutions, like HubSpot, right the way through to finance tools from Paypal and Stripe. If there’s a part of your business where you want to automate document creation, chances are Formstack fits the bill.
Capterra Score: 5/5
- Over 100 integrations so you can connect Formstack Documents to virtually any part of your business in a flash.
- Create document templates or get up and running with a pre-built template.
- HIPPA compliant, so you can create, share, and store sensitive documents automatically.
- CRM document generation, so you can pull client data directly into your documents in moments.
Free trial: Yes, 14 days completely free, but there’s no “free forever” plan. On the plus side, you don’t need to hand over your credit card details to start the trial.
Concord at a glance
Concord’s budget-friendly pricing makes it perfect for early-stage startups looking to optimize their processes without breaking the bank. Building a startup often means you’re short on time, so the time you do have is precious. Concord helps you handle contract management, so you can focus on what matters: growing your startup.
Being at the more budget end of the pricing scale, does bring some limitations, however. Although Concord does allow you to create your own templates, the builder options are a little barebones, plus you’ll like find yourself having to make templates in Word, as Concord’s formatting can be pretty hit or miss.
- Free onboarding support to get you and your team up to speed ASAP.
- Google Drive and Dropbox integrations so you can store your files wherever you need them.
- Unlimited document storage within Concord so you don’t have to worry about running out of space when your startup takes off.
- Automated contract templates speeds up the contract drafting process.
Free trial: Yes, 14 days of Pro, then reverts to the Free plan. No credit card required.
Different Ways document automation Can help to Save Your Time and money
Gives You a Head Start
Gone are the days when we used to create all the essentials documents from scratch. Technology has now enabled organizations to automate their documents and easily retrieve them from the system at the time of requirement. By having a ready-to-fill template, you can easily reduce the time being wasted on the preparation of the required documents on demand. Then why not go for a system that helps to allow for the prior presentation and makes your work much easier?
Find Forms/Templates Easily
Documents of the organizations have never been made this much easier. Your office systems can have lots of documents, each different from the other, and finding the one you need can be a detrimental and even time-wasting process.
Most service-based organizations might take a long time issuing services to their customers as a result of which slow preparation of supporting documents. With the help of document automation, less time is taken to prepare support documentation. It can also be especially relevant to legal firms where the speedy preparation, filing, and even the settlement of a client case. The shorter the time you take to prepare and present your support documents, the better service delivery a client used to observe at the time of the short engagement.
Documents helps to save Time and Eliminate human Errors
It can be so tiring to look for the old documents every time as a reference to your new documents. This is not only pre-historic but also inaccurate and time-wasting when it comes to manual updating. By preparing templates earlier, you can even quickly come up with the required set of documents for the different users and deliver them whenever they are in need and required. Mitigate the error margin from the inaccurate transfer of data from the previous documents to the new ones. Now you can save time for your customers and team by using simple automation techniques.
Documentation automation software is not a new concept anymore for most. There are number of free and paid options available in the market. However, to automate your business processes effectively; you should choose from reliable document generation tools.
Document generation software is an important business tool that makes it possible to produce professional-looking customer letters, order forms, and more. It can save you a great deal of time in the long run by allowing you to create documents without having to type each one out manually — you just select your options and the program generates a complete document ready for printing. The best document generation software also allows you to customize every aspect of your documents using templates, styles, macros and variables.