Stop copy-pasting data into your templates. Save time with automated document generation.
A centralized document automation software for all your template-based documents.
DocShifter is a document to PDF conversion software for the entire enterprise. It takes multiple input formats, automatically converts them to PDF, enriches the output if necessary and stores the high-quality renditions in the desired locations.
Are you looking for an easy to use/implement, highly scalable PDF conversion solution that can create compliant output? Try DocShifter.
10x faster PDF conversion with reduced costs
DocShifter doesn't need authoring applications (MS Office, Adobe technology, etc.) to perform document generation and conversion. This speeds up the process and reduces the required licensing and infrastructure costs.
Integrate with your existing systems
Either through native connectors or Rest API, pull information from your databases, merge them with your templates and store the output.
Design the templates in the tools you are familiar with (Microsoft Word)
No need to introduce or purchase new tools. Design all your templates in Microsoft Word.
Reduce risks and strengthen compliance
Using simple desktop tools or other methods to generate documents will only introduce more risks and slow your document-centric processes down. With DocShifter, automate your document generation and generate consistent output.
PDF conversion without manual intervention
Once your documents are generated from your templates, DocShifter automatically converts the generated documents to a desired output format, such as PDF or PDF/A.
Flexible deployment
Choose freely where you run your content generation operations: on-site, in a private cloud, a hybrid cloud or in a public cloud.
Move beyond manual copy-paste. Improve quality and productivity in your document automation.
Generate repeatable documents in seconds. Fully automatically.
Document generation is the method of creating documents such as bills, contracts, purchase orders, invoices, customer communications and other high volume repeatable documents.
Today, many companies rely on manual methods (copy-paste) to generate these documents. This is slow, inconsistent and expensive.
Our automated document generation solution automatically merges information from databases with your templates to generate individualized documents, and outputs it to desired formats, such as DOCX, PDF or PDF/A.
This saves you time and money, and ensures a fast and automated document generation process.
Sales proposals, bills, customer communications, contracts, invoices, work orders and many more.
Create high-quality, searchable and navigation-rich PDF documents from your repeatable documents. Without any manual intervention.
[Free Checklist] - How to design an enterprise file format conversion platform?
Supported file formats, scalability, automation, reducing your operational costs, implementation, services. What should you consider when looking for an enterprise-scale file format conversion platform? We prepared a free checklist to help you out.
Download the free guideline
Automatic document creation made easy.
“We are still copy-pasting data into our templates, and manually convert the output to PDF.” Automate your document generation: allow DocShifter to merge the data from your database with your templates. Save time, reduce risk and manual work drastically. Output the final format to PDF, PDF/A or any other desired format. Easy to set up, easy to maintain and easy to work with.
Are you looking for a highly scalable, fully-automated document automation software? Give DocShifter a try; you will see why leading organizations rely on our document generation and conversion capabilities.
How does automated document generation work?
Connect your systems
Connect DocShifter to all the systems where your content is stored. Either through native connectors, or using the Web Services API. For more information on the integrations, please visit our integrations page.
Pull info from databases & merge with template
Pull the required information from the databases (e.g. names, dates, address information, numbers, etc.), and let DocShifter merge the information with your templates.
Convert to desired formats
Whether you would like to generate a DOCX, PDF, PDF/A, TIFF, e-mail, ZIP, etc. output, DocShifter can do it all.
Output
The generated document is then stored directly in the desired DMS, RIM system, EIM platform, folder or other systems via web services.
Enrich the output to make sure it meets your needs.
Make the text searchable in the output document
Add and remove password protection to/from the output document
Compress PDF files
Make the text searchable in the output document
Select the PDF or PDF/A version
Optimize the output for fast web view
Adjust the zoom settings in the output document
Automate the bookmarking of custom styles and more
Manage hyperlinks
Manage annotations and comments
Automatically generate ToC (table of contents)
Convert just the email message to PDF (and no attachments)
Store renditions of both the attachments and original version
Convert all attachments separately as individual output files
Save copy of message as an .EML / .MSG file
Create a zip file containing the message, attachments, all PDFs created and metadata file
Store metadata in specific formats (e.g. XML)
Create a merged PDF file with the email message and all attachments
Store everything as PDF or PDF/A
Define font for email text
Error handling: processing can continue if one attachment has an issue
Frequently Asked Questions
Automated document generation is the process of outputting individualized documents that use the same document templates. Think of repeatable documents, such as bills and customer communication. The same lay out, the same documents, but each individualized with the customer name, date, amount, address etc.
These templates are generally created in Microsoft Word and filled in with customer or other information manually; by copy-pasting information from databases, CRM systems, etc.
Document generation automation requires a clear template design (in Microsoft Word, etc.) with field codes. For example, if you design a template for monthly bills or statements and if you know where the name and the address of your customers will be, you can utilize field codes.
That way, each generated document will have the same lay out but have different customer names and address.
DocShifter’s document automation role here is to pull the information you want to add to the template (customer name, customer address, dates, etc.) and merge it with the template. You can also automatically output everything to a PDF file and send it to your CRM systems or e-mail repositories.
For your questions, please drop us a note.
No, DocShifter does not allow template creation and editing. The templates need to be created and maintained by you. You can use the tools you are familiar with for this task; Microsoft Word, Open LibreOffice etc.
Our software helps you by taking the copy-paste (from databases into the templates) work out of the picture and outputs the final document to a file format of your choice.
Creating and editing templates is not handled by DocShifter.
DocShifter can handle more than 300 input formats. These input file formats include but are not limited to: Microsoft Office and text file formats (such as DOC, DOT, DOCM, DOCX, DOTX, RTF, HTML, TXT etc.), mark-up file formats (such as HTML, XML, CSS, XSL, XSLT etc.), PDF formats (PDF, ODFA etc.), compressed file formats (.tar, .gz, ZIP file with text files, ZIP file with on PDF, Microsoft Offices etc.), image file formats (JPEG, BMP, PNG, GIF, TIFF, RAW, PSD, DXG and DWG etc.).
For an extensive list, please contact us with your questions.
DocShifter has native integrations with OpenText Documentum, Veeva Vault, Microsoft SharePoint Cloud, Generis CARA, Lorenz Docubridge, File Systems, Dropbox and FTP.
It also supports any other system that allows Web Services API connections, such as IBM Filenet, Box, Alfresco, etc.
If your content repository isn’t represented on the Platform -> Integrations page, please drop us a note at info@docshifter.com. We will be happy to investigate your question.
DocShifter subscription pricing is server, volume and functionality based.
To find out more about pricing, please visit our Pricing page and request your estimate.
DocShifter is the world’s fastest any to any conversion software. Speed, quality, scalability and configurability are the reasons why leading companies use our software to convert their documents into high quality, navigation-rich, searchable content.
Unfortunately no. Automated document generation only works with Microsoft Word documents, and the input file can not be anything else than Microsoft Word.
Compliant, fast, automated and scalable
file format conversion for the regulated enterprise.
