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Average Ratings 2 Ratings

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ease
features
design
support

Description

A document generation platform enables the creation of PDF, HTML, JPG, and Word files from a diverse array of data sources such as databases, enterprise applications, XML, Excel, and JSON. It accommodates various document generation methods, including on-demand, bulk, and interactive formats. Business users can easily utilize existing templates by simply adding tags to them. The platform utilizes a tagging system with distinct tags for elements like text, tables, images, content blocks (paragraphs), hyperlinks, and other dynamic components. Users can incorporate these tags into their templates using native editors, along with if-else conditions, loops, and calculations. A centralized repository holds all approved business templates, ensuring compliance and brand consistency, with upload and deletion permissions restricted to authorized personnel. Additionally, the system can automatically generate fillable forms from templates, allowing both internal and external users to populate these dynamic fields, which subsequently creates completed documents in the specified format. This streamlined process enhances efficiency and accuracy in document generation across organizations.

Description

Templater is a library that generates documents from existing Office templates. This makes it possible to create stunning reports in a fraction the time of other solutions. Templater's simple and stable interface makes it easy to integrate third-party apps without any need for custom programming. Microsoft Office tools will make designers and domain experts more productive. The customization of templates by other users can make your product stand out. Templater Editor for Microsoft Office seamlessly integrates into Office tools and provides rich and useful 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. The tag detection and analysis will validate documents for various issues and provide useful explanations.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel No 
Microsoft PowerPoint No 
Microsoft Word No 

Integrations

Microsoft Excel Yes 
Microsoft PowerPoint Yes 
Microsoft Word Yes 

Pricing Details

$6 per month
Free Trial Yes 
Free Version No 

Pricing Details

250EUR
SOLO license = 1 user / 250EUR with public support
Reporting team = up to 20 users / 1000EUR with email support for 1 year. Support renewal for 1 year = 300 EUR. Includes 1 Templater Editor license
Enterprise license = 1 location / 3000EUR with email support for 1 year. Source code access. Support renewal for 1 year = 500EUR. Includes 3 Templater Editor licenses
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

EDocGen

Founded

2017

Country

India

Website

www.edocgen.com

Vendor Details

Company Name

New Generation Software

Founded

2005

Country

Croatia

Website

templater.info/

Product Features

Document Generation

Batch Processing Yes 
Collaboration No 
Digital Signature No 
Interaction Tracking No 
Multiple Output Formats No 
Templates Yes 

Mortgage and Loans

Amortization Schedule No 
Client Database No 
Closing Documents Yes 
Commercial Mortgages No 
Contact Management Yes 
Credit Reporting No 
Customer Statements Yes 
Document Management Yes 
Electronic Applications No 
Government Loans No 
Loan Origination No 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages No 

Product Features

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature Yes 
Interaction Tracking No 
Multiple Output Formats Yes 
Templates Yes 

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