Leverage your current Word, PowerPoint, Excel, and PDF templates to create essential business documents like proposals, letters, invoices, and more. The system supports the generation of documents in batch, real-time, and interactive from several data sources.
- No separate designer/add-on for template creation. Business users can use existing templates as-is.
- Generate documents by populating data from
- SQL Server, Oracle, MySQL, MongoDB, etc. databases.
- Enterprise applications such as Salesforce and Dynamics 365.
- XML, JSON, and Excel data.
- The system auto-generates fillable forms from templates. Internal and external users can fill out these forms to generate documents.
- Generate documents in Microsoft Word, PowerPoint, PDF, Excel, Text, and HTML formats. The system supports the generation of both fillable and non-fillable PDF documents.
- You can download generated documents or distribute them through various channels, including email, print, sync to cloud storage, and e-sign.
The system is business-user friendly. Follow these steps for document generation and distribution.
STEP 1: Upload Existing Template
EDocGen supports the dynamic population of text, tables, images, paragraphs, hyperlinks, reusable content blocks, etc. Each one has a distinct tag. Just add the relevant tags to existing templates. Business users can edit their templates in the native editors. For example, Word templates can be edited in Microsoft Word. For more details on tag notations, check the help guide.
Word and PDF Template Upload: Upload DOCX/PDF templates by clicking the "Upload a template" button at the right-top of the screen. It opens a pop-up to drag and drop/select the template from the local machine.
Permissions: You can also select which roles can access this template. Only authorized personnel can create documents from this template.
Folders: While uploading a template, you can choose the folder for that template.
STEP 2: Data to Documents
Once your template is uploaded into the EDocGen document generator, you can start generating documents from it. The tool offers several options to automate document generation.
- Option 1: Autofill templates with data files (Excel/XML/JSON) for bulk generation.
- Option 2: Use system-generated data capture forms (web forms) for document creation.
- Option 3: Batch generation of documents from SQL Server/Oracle/MySQL/MongoDB databases.
- Option 4: Batch generation of documents from Salesforce and Microsoft Dynamics 365 CRMs.
XML/JSON/Excel: The population of Exel/XML/JSON is a three-step process. In the first step, upload the file. In the second step, map the template dynamic fields to data headers. Finally, in the third step, enter the file name and click generate. You can choose to prefix the file name with one of the dynamic field values for easy identification of files. One template can be filled out with data from several data files.
Form Input: The web form option has two steps. In the first step, input the dynamic values in the form. In the second step, enter the file name and click generate. The fillable form is suited for creating a single document. You can share the form URL and "invite" your customers and vendors to fill it out.
Databases: Document generation from Databases is a three-step process. In the first step, input the connection string and the SQL query. In the second step, map the template dynamic fields to column names. Finally, in the third step, generate the documents. These steps can be saved in the system, enabling you to generate documents with the click of a button.
CRMs: Document generation from CRMs is also a three-step process. In the first step, input the query. In the second step, map the dynamic fields of the template to the object fields. Generate files in the third step.
STEP 3: Document Distribution
Email: The system auto-sends generated documents to the email IDs present in your data file. You can configure to send them from your business email using SendGrid, Office 365, GSuite, and SES.
E-Sign: The e-Sign framework allows you to send generated documents to the eSign provider of choice.
Cloud Storage: Sync generated documents to cloud storage providers such as OneDrive, SharePoint, S3 bucket, etc.,
Print: Generates print-ready files. Also, the document generator supports the creation of PCL5 and PostScript files.
Key Features
Text and Tables
Text and tables can be merged into documents wherever a tag is placed. The system supports the multi-lingual data population.
Images
Populate images into the templates from the data file. You can dynamically set the image size. The system also supports the Base64 image population.
Numerical calculations
Perform the sum, multiplication, average, etc., of a set of values inline when the document is generated. For example, if you want to calculate the total invoice amount in an invoice table, add the sum to the table. The value would be computed at the time of generation.
Graphs and Charts
Generate various charts and graphs, including bar, line, area, and pie charts, using your data, and then position them within your template as desired. The dimensions of the chart can be defined in the template.
HTML Styling
Create HTML styles, tables with colors, and page breaks within your documents utilizing your data, then insert them into your template at your desired locations.
The system also supports the dynamic population of hyperlinks, content blocks, file attachments, etc.
EDocGen Document Generator API
It is the best solution for fast, accurate, and secure document creation. It is hosted on Google Cloud Platform and all documents generated by the software are protected with strong encryption and authentication. All data files get deleted after document generation.
Integrate with REST API for automating document generation and distribution.
Excel: Say goodbye to tedious limited functionality mail merge. Merge vertical & horizontal orientation of Excel data, many-to-one mail merge, multiple tables, dynamic images, and content blocks into document templates.
XML: XML is the universal standard for data interchange, and often you need to merge XML data into a Word/PDF document template. It is the easiest way to merge your XML data into the document template.
JSON: Almost all databases allow you to export database data in JSON format. It is the perfect solution to auto-fill JSON data into document templates.
Web-Forms: The document generator system auto-generates fillable forms from PDF and Word templates for entering dynamic fields’ values. Filling documents through this approach improves productivity by 70-80%. Fill it in once, and the system populates all multiple occurrences of any field in the document. There is also an option to save it as a draft.
Databases Create office and PDF documents directly from databases without any coding. The document generator utilizes your existing template, connection string, and native query to produce documents in bulk efficiently.
CRMs Create documents from Salesforce and Dynamics 365 in a similar manner.
https://t-dev-ed.develop.my.salesforce.com/services/data/v51.0/query?q=SELECT+Id,Name+FROM+Account&Limit=2
https://t-dev-ed.develop.my.salesforce.com/services/data/v51.0/sobjects/Account/0015i00000dkhDQAAY
Say goodbye to typos, misplaced or lost information, and blank fields. EDocGen online document generator is built to ensure you produce precise and pristine documents every single time. Register to see the document generator in action.