Generating repeatable documents is
Are you spending a lot of time creating repeatable documents? Copy-pasting information into company templates from your CRM and other databases?
Generating invoices, forms, letters, etc. from information across your systems takes time and if not automated introduces risks.
Manually generating repetitive documents leads to human error.
Manually copy-pasting information into templates is very time-consuming, and introduces major risks. Inconsistent output and other errors can be avoided through automation.
Is the conversion to PDF and enrichment also done manually?
Once you have the final document, you often need to convert the document into PDF format. You may also need to add a company logo, table of contents, watermark, optimize the file for fast web view to make sure it can be viewed on a web browser, etc.
Done manually, all these tasks take time and add cost.
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.
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.
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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?
Enrich the output to make sure it meets your needs.
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.
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.
See what our beloved customers have to say about us:
And what really sets it apart from what we were doing before, DocShifter tells us what went wrong, so we can act upon the documents that did not convert".
This is significant for our clients who need the eCTD sequences to be published quickly, accurately and efficiently. "
The product is reliable, extremely fast and produces output that is compliant with multiple Health Authorities."