Alternatives to Templafy

Macabacus is the best productivity and brand compliance tools available to help you create better presentations and models faster in Microsoft Office. These tools are essential for consultants and power finance users. Power users can use these tools to address common problems and make it easier to build financial models. Visually identify inconsistencies and errors in your models that could lead to costly mistakes. You can quickly create complex charts, check brand compliance, add components, and much more. To improve Excel's stability and performance, declutter and reduce spreadsheet file sizes. Synchronize the table of contents and section slides/shapes to allow you to focus on the content. You can quickly align, resize, or otherwise manipulate shapes without the need for tedious manual adjustments.

Prezent is an AI presentation software designed to help enterprises streamline communication among team members. The platform uses algorithms to understand the needs and styles of each user, tailoring presentations to suit individual preferences and organizational branding. The platform also ensures brand compliance and alignment that helps maintain consistency across large organizations. Prezent includes on-demand learning modules that help users improve their communication skills. Enterprise teams can work together on presentations, share insights, and provide feedback in real-time. The features of Prezent allow users to create presentations that are informative but also visually appealing. Additionally, the platform's standardization tools ensure that every presentation is aligned with the organization's brand identity. Prezent also offers the capability to transform existing content.

Leveraging Microsoft's modern Outlook/O365 add-in API email signature events, our portal-based enterprise email signature service is: - reasonably priced - flexible & customizable - efficient to set up - quick to deploy - ultra secure - easy to manage - intuitive to use - simple to support With our "full-service" approach, we do the signature HTML coding, set up the database structure, build the data input forms, and manage the "special requests" that are never-ending in the world of email signatures. Our modern Office add-in, leveraging Microsoft's "API email signature events", allows enterprise-wide deployment in just minutes through the O365 administrative dashboard. We support AD integration, although it is not necessary with our user-centric approach, and of course the typical things that marketers desire - user photos in signatures, banners, campaign management, etc. This is a comprehensive tool, redesigned from the ground up in 2022, specifically built to ease the pain IT people experience with email signature management, while opening marketers up to the possibility of easily and effectively managing the email signature program on their own.

Our API and web application allows you to easily generate PDF documents such as invoices, letters and other documents. Prepare your Word template by adding tags to the places where you would like dynamic text. Then, provide the data in JSON or an Excel file. The template will generate a document for each data item by replacing the tags in the template with the actual data. The advanced customization features can help your business create PDF documents for any application with minimal effort. The merge tags are detected automatically after uploading the template based on its content. Our REST API allows you to create personalized experiences for your company. Generate thousands of PDF documents in bulk, such as invoices, letters and contracts. Call the Generate Document API with your data, and within seconds a PDF document will be created from the specified template.

Pickit is a full-scale Digital Asset Management platform that's smarter and simpler than your average DAM. The solution makes it easy to source, store, share, organize, and optimize digital assets across your organization. The system provides a single source of truth for all your visuals, documents, templates and guidelines, with integrations for all your favorite applications. Pickit Enterprise includes: - Media Asset Management - Document Management - Brand Management - License Management - Insights Dashboard - Content Creation - Pickit Family™ multi-brand - Pickit Boards™ - Pickit Transfer™ - External Sharing & Collaboration - Organization Access & SSO - User Management - Media Markets - Pickit Stock™ - Pickit Academy™ - Plug & Play Integrations - Pickit API DAM smart. DAM simple.™

Sign.Plus, a legally binding electronic signature solution, is designed to speed up workflows for all businesses, large and small, as well as individuals. Sign.Plus Features: Fill out, sign, then send PDF documents, contracts and leases, NDAs, and agreements. eSignature is extremely easy to use and available on multiple platforms including mobile, web, and Google Workspace. You can monitor the progress of your signature requests live. Use these templates to send multiple documents to different recipients. A certificate of completion with a tamperproof audit report and details about the signers. Create a team and include your employees. Conformance with electronic signature regulations like ESIGN and eIDAS, ZertES and many more. Conforms to the strictest data regulations in the world, such as ISO 27001 and SOC2 Type 2. Data encryption at rest and in transit Data residency is required to meet all data compliance requirements.

eSignatures have become accessible to all users. Dropbox Sign, previously known as HelloSign, offers an incredibly straightforward and secure method for obtaining signatures on documents. When using Dropbox Sign, the time it takes to sign contracts is reduced by an average of 80% compared to conventional paper contracts, while still maintaining their legal validity. The platform includes integrated reminders and advanced signing options that greatly enhance the rates of document completion. You can also customize the signing experience to reflect your brand, incorporating your company’s logo, colors, and tailored messaging. Frequently used documents can be saved as reusable templates, which not only accelerates the signing process but also simplifies data entry. Dropbox Sign enhances security compared to traditional pen-and-paper methods, featuring a court-admissible audit trail that ensures all actions are monitored and time-stamped. Additionally, account administrators can oversee document permissions and adjust team settings from a centralized dashboard, which helps to maintain organization and security. By using Dropbox Sign, businesses can achieve a more efficient signing process while also reinforcing their brand identity.

Imagen's intuitive DAM platforms make it easy to manage digital files and unlock the full potential of your assets. You can bring your content and your colleagues together to work more efficiently and reach your business goals. Our AI-powered DAM platforms give you complete control over your media. Book your demo today to discover why leading brands such as BBC, IMG, and BP trust us with their digital assets.

FlashDocs is a developer-friendly API built to generate and manage slide decks for both Google Slides and PowerPoint. Instead of manually building presentations, teams can use FlashDocs to create dynamic, branded decks from structured inputs like JSON, markdown, or template-based merge tags. It’s ideal for AI agents, analytics platforms, or sales tools that need to output polished decks on demand. With support for charts, images, tables, and custom layouts, FlashDocs gives full control over slide content—using a clean, language-agnostic REST API. If you’ve found native presentation APIs clunky or limited, FlashDocs offers a streamlined, modern alternative built specifically for developers and product teams who want to scale deck creation seamlessly.

Comrads Digital Asset Management is the online hub for managing, organizing, and sharing digital assets. Our SaaS application makes it easy to find files faster, create consistent content for your brand, and reduce the time-to market of your multimedia publications and campaigns. Comrads can offer scalable solutions that meet any organization's specific needs. Our DAM application is enhanced with modules. Learn more about all our modules: - Digital Asset Management - Brand Management - Product Asset Management - Webtop Publishing / Brand Templates Creative Workflow Management - Marketing Order Management Comrads can be called a true pioneer in DAM. Comrads portals are used by more than 100k+ marketers, brand managers, and designers around the world every day. They have a shorter time to market and can rely on consistent and simplified collaboration. Comrads helps its clients realize the full potential of their marketing materials.

You can buy each of our products separately or as a combination to meet your document creation, presentation and spreadsheet printing needs. We can help you save time and money while improving your green credentials. All software is compatible with Office 365, Office 2013, 2016 or 2019, and all versions of Office 365. Available in 32- and 64-bit versions.

BrandOffice®, created by BrandQuantum, is an innovative software tool designed to integrate flawlessly with Microsoft Office, enabling all employees within an organization to effortlessly produce documents, PowerPoint slides, and Excel reports that maintain a consistent brand identity, even as the brand itself develops over time. This platform serves as a central repository for your brand's documentation standards within Microsoft Word, Excel, and PowerPoint. It allows for the standardization of key elements such as color schemes, typography, and document styles. Additionally, it encompasses guidelines for various formatting aspects, including page layout, margins, font choices, bullet points, chart designs, and table formats. By utilizing BrandOffice®, users can ensure that their documents, presentations, tables, and charts are uniformly branded. Furthermore, the system allows for the dynamic adaptation of documentation in line with the evolving nature of your brand. It also accommodates regional variations in brand standards, such as different languages and formatting conventions, ensuring a global consistency. This comprehensive approach not only enhances brand integrity but also streamlines the process of creating professional materials across various platforms.

SmartDocuments is a document automation and document creation software that allows businesses to create and manage documents quickly. Always ensure that you send and store documents with the correct corporate identification. You can easily create your own templates and manage them. No more copying and pasting Word documents. Insert external data into documents to automate the creation of documents Drag & Drop is all that's required to create a template. We value simplicity above all else, no matter how many features we add.

Power-user is a productivity add-in that is designed for professionals with an intensive usage of PowerPoint, Excel, and Word. Power-user gives you access to a variety of additional features directly in your Microsoft Office applications, allowing you to create stunning presentations in minutes. Don't reinvent the wheel for every new slide: the Library contains thousands of templates, icons, flags, pictures, logos, maps, diagrams and charts. It can also integrate your corporate content, brand, colors etc. Automate reports thanks to a robust link between Excel and PowerPoint, and update entire presentations in seconds. Clean your presentation from any mistake: fix title alignment, inconsistent fonts, missing page numbers, inconsistent colors and more. Easily work with PowerPoint shapes and align them instantly with a highly optimized toolbar. Every feature you ever need in PowerPoint can be accessed in just 1 click, and some powerful new features help you perform complex alignment actions in seconds. Create advanced charts and dashboards in Excel, such as Maps, Gantt charts, Mekko or Sankey charts. Power-user saves you time and helps your team secure brand consistency while delivering top-notch deliverables.

Xpertdoc can help you create complex or simple documents interactively, in batches or through automated workflows. It can also capture customer information and data and store and manage enterprise content. Xpertdoc Smart Flows lets you create and deploy optimized automated processes that allow for efficient generation, storage and delivery of your documents. Xpertdoc Smart Forms allows your customers to enter their information and submit it digitally. This improves data accuracy and internal efficiency. Xpertdoc Content Manager allows you to store, search, and retrieve digital assets in a secure repository. We also offer integrations to CRM platforms (Microsoft Dynamics 365, SugarCRM, and other leading ERP, CPQ, and CRM platforms (Microsoft Dynamics 365, SugarCRM, and many more), allowing you to harness the powerful document generation capabilities and automation capabilities of your enterprise core systems.

SlideHub is a slide-centric presentation management and automation software that helps organizations streamline presentation building. Unlock the benefits: ➊ Your colleagues will find on-brand content in seconds with fast and powerful search in your slide repository ➋ Enable your team to customize decks with just a few clicks with pre-defined slide groups and placeholders ➌ Keep your library organized with ease and help your colleagues find and use on-brand and up-to-date materials ➍ Track overall usage, gain insights to boost adoption, and identify content gaps in your library ➎ Let your team suggest slides but remain in control ▪️ For Business advisors: The central library helps consultants win more business by streamlining proposals with consistent, best-practice slides ▪️ For B2B organizations: With both on-brand and ready-to-use assets, allows business professionals to easily create visually appealing, on-brand slides ▪️For Marketing professionals: Ensure the use of compliant, on-brand company assets while you can selectively expand the library with end-user suggestions ▪️For Sales leaders: Help your team streamline their custom proposals with controlled automations to increase win-rates

CANEA ONE is a web-based, PC-based, and mobile-based solution to manage business data and documents. It conforms with ISO 9001 standards and can be used for policies, instructions, and agreements. CANEA ONE platform offers features such as audit trails and event logging. All documents can be accessed in a controlled manner. This allows data to be accessed based upon what is being used, rather than where it is stored.

dox42 is a revolutionary software product that automates document and data integration. It is flexible, powerful, and intuitive. The dox42 Microsoft Office Add Ins allow business users to quickly and easily design templates in a uniform corporate design. Integrate the dox42 Server or the SaaS Version dox42 online seamlessly into Office 365, Dynamics 365 and SharePoint websites, applications, CRM systems, ERP systems, workflows, and other software.

Experience an all-in-one Document Management Software that empowers you to Capture, Centralize, Manage, and Safeguard all your physical documents, digital files, and emails. Whether you are at the office or on the go, access your information effortlessly through any Web Browser or utilize our mobile applications. With features like intelligent data capture, advanced search, secure file sharing, automated workflows, digital signatures, version control, web forms, audit trails, and two-factor authentication, Docsvault helps teams ensure information is safe, compliant, and always within reach. From law firms and government agencies to manufacturing, finance, and HR, Docsvault empowers users with compliance-ready tools, role-based access, and seamless collaboration. Whether it’s managing contracts, processing invoices, onboarding employees, organizing production files, or archival records, Docsvault makes complex document tasks into a simple, unified workflow - giving businesses peace of mind. Docsvault facilitates seamless document management, sharing, and collaboration for businesses of all sizes. Streamline your document workflows and maintain organization as your business expands!

Utilize a user-friendly drag-and-drop interface to design document templates effortlessly. A helpful software wizard leads users step-by-step through the document creation journey. Tailor documents to meet a wide range of needs with ease. Whether crafting legal agreements or generating customer invoices, SmoothDocs is equipped to handle it all. From concise one-page summaries to detailed contracts, SmoothDocs is capable of producing virtually any document your organization requires. Design templates for documents you use frequently to save significant time whenever a new document is generated. Construct customizable templates with ease, segmenting your text into various sections that can be arranged in any desired order. Incorporate custom fields that refresh with each new document creation. Generate documents using your templates by selecting the sections you wish to include. Update fields with personalized text, and modify any part of the document as necessary to suit your requirements. This flexibility ensures that every document can be tailored to perfection, enhancing your productivity and efficiency.

DoxFlowy is an innovative, no-code document automation platform powered by AI, crafted to enhance the efficiency of generating professional and compliant documents across various sectors like HR, legal, operations, and finance. This platform empowers users to automate their document workflows via dynamic templates, user-friendly data collection forms, and extensive integrations with existing software solutions. Users can either upload pre-existing documents, start new ones from scratch, or take advantage of a collection of templates approved by legal experts. Additionally, DoxFlowy automatically crafts customizable questionnaires linked to these templates, ensuring that users can create documents without errors based on their provided information. The platform also features electronic signature capabilities, offering a straightforward and intuitive signing experience that is both legally binding and compliant, all while maintaining a built-in, tamper-proof audit trail. Furthermore, DoxFlowy seamlessly integrates with leading CRMs, marketing tools, HR applications, and more, enabling the automation of the entire document lifecycle and enhancing productivity across various functions. As a result, businesses can significantly reduce the time and resources spent on document management while ensuring compliance and accuracy.

Docuvity is a user-friendly collaborative document management platform designed to enhance individual productivity by enabling faster, more efficient, and precise work on projects over distances, while also preserving essential knowledge for future initiatives. This intuitive system allows for swift handling of information, facilitating the creation, modification, and assignment of tasks, all under a robust version control mechanism that boosts employee accountability and ensures project execution is streamlined. By monitoring and auditing turnaround times and the quality of crucial documents, Docuvity fosters individual responsibility among team members. As a web-based solution, it establishes a digital repository of business information that not only aids in knowledge creation but also enhances decision-making across the organization. Additionally, Docuvity's capabilities in managing the lifecycle of documents—from creation and storage to versioning, approval, and usage—allow businesses to operate with greater efficiency and effectiveness. The combination of these features positions Docuvity as an essential tool for modern project management in any collaborative environment.

ExactDocs offers a comprehensive solution for Intelligent Document Automation, Generation, and Template Management. This platform allows you to consolidate and manage all your document templates, ensuring that every document generated is both compliant and precise. Its user-friendly design makes it an ideal addition to your Microsoft productivity suite, including tools like SharePoint, OneDrive, Dynamics 365, and Word. Furthermore, ExactDocs seamlessly integrates with various third-party systems, and when paired with Microsoft Power Automate or the InRule Decisions Platform, it can produce documents driven by intricate rule sets and workflows. By utilizing ExactDocs, you eliminate the risk of sending out erroneous documents, such as proposals containing incorrect figures or customer names, agreements with inaccurate terms, and outdated company policies in employment contracts. This platform also empowers you to maintain brand integrity by consistently providing the latest versions of your brand identity materials. With ExactDocs, you can confidently streamline your document processes while enhancing accuracy and consistency across your organization.

SimplyDocs is an innovative online software platform that streamlines the process of generating documents. This is where your journey toward document simplification begins. The platform not only facilitates the creation and management of web forms but also enables users to generate completed documents and publish them for various purposes. With SimplyDocs, you can easily create forms and templates while benefiting from API integrations for both document generation and form submissions. The platform allows for the publication of visually appealing documents, and you can utilize your own AWS S3 storage for added convenience. Design forms and templates with limitless variables to effectively capture data, and customize them effortlessly through a straightforward drag-and-drop interface. You can choose to map your forms to templates for seamless document generation or use them separately. Furthermore, SimplyDocs supports the publication of multi-page documents covering a wide range of topics, including manuals and FAQs, complete with a shareable URL that features a comprehensive index. You have the option to save documents offline for easy access later, and you can publish or unpublish them based on your needs or export them as PDF files for distribution. This versatile platform empowers users with the tools necessary to manage their document workflow efficiently, ensuring that all documentation needs are met with ease.

Enhanced customer support is achievable since all relevant information is securely stored in the database, ensuring that important details are never lost; if a client requests specific information, you can retrieve it instantly, eliminating the hassle of sifting through files for hours. A straightforward search will enable the system to locate the needed data efficiently. Additionally, the automation of business processes allows for seamless transitions in document handling through the use of predefined workflow templates. Furthermore, the entire history and analytics of documents are maintained on the server, providing insights into who handled the document, the timing of their work, and the modifications made. If an issue arises with a document, the version control feature allows you to revert to previous iterations of the file, and it's worth noting that the EDMS retains all earlier versions for easy access. This comprehensive system not only streamlines operations but also enhances accountability and traceability within the document management process.

Experts Offer a Reliable Solution for Managing Documents and Specifications. Safeguard your essential business documents in a secure, centralized location that allows for the automation of workflows across the company, along with effective management of revisions, routing for reviews and approvals, electronic signatures, and much more. Convert your specifications into a unified system where you can effortlessly organize, oversee, and share your data, while reducing the risk of human errors and enhancing visibility throughout your product lines. Numerous businesses face challenges stemming from the inefficiencies of manual, paper-based, or improvised document management systems. The strength of a document management system lies in its capacity to streamline intricate manual tasks like revising documents, navigating review and approval workflows, controlling changes, and handling distribution. The ENSUR document management system facilitates these operations for you, automating document workflows, reducing the likelihood of employee mistakes, and boosting overall organizational productivity. By adopting this system, companies can significantly improve their operational efficiency and enhance collaboration among teams.

With SpinOffice, you create a central spot for your mail, business contacts, appointments, tasks, projects, folders, documents, files and notes. No matter what you’re working on, how big or small the task may be, SpinOffice makes it super easy to get stuff done. And best of all, you share all information in the database with your colleagues. That makes SpinOffice CRM the ultimate team application for any small and medium-size business. Discover how your business can grow with SpinOffice CRM! Sign up and get started with the free version. Upgrade to Pro for € 27,50 per month per user to get unlimited data storage and more features.

You can sign documents using a variety of signature types, including digital, electronic, biometric and national ID. You have the option of declining or signing documents. You can also delegate documents to sign, co-sign, assign, and many other functions. You can send documents in any file format, including PDF, DOC. You can upload files from Google Drive, One Drive, and DropBox. You can also reuse the templates that you have already used. You can track and observe all documents sent for signature, set different signing orders, comment and send private messages and messages to signers. Cygnature provides Blockchain security for documents. All activities on a document are saved on Blockchain and all time-stamped. Cygnature's mobile app allows users to quickly sign documents. You can integrate e-signature APIs seamlessly into your systems with great flexibility. From the API documentation through to the implementation, all assistance is provided.

BSI offers a comprehensive software solution, accessible both online and offline, that empowers organizations to disseminate essential information and resources, including policies, procedures, and guidelines. This platform facilitates the development, assessment, release, and updating of workplace documents, guarantees that employees can easily obtain the necessary information, and organizes meetings to minimize administrative burdens, ultimately enhancing operational efficiency.

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.

Document Management Systems (DMS) serve as essential tools for businesses, regardless of their scale, allowing for efficient handling of extensive collections of data and documents. These systems can manage all types of content, including scanned files, digital documents, spreadsheets, and images, all from a unified platform where access, sharing, and editing permissions can be effortlessly assigned as necessary. The interface of the software is designed to resemble traditional physical document storage systems, making it more intuitive for users. For any organization, whether large or small, obtaining and organizing documents without a robust and customized Document Management System can be incredibly challenging and lead to significant waste of both time and resources. GDocs stands out as a DMS specifically designed to meet the distinctive requirements and workflows of your organization, enabling functionalities like document categorization and retrieval, as well as management of access and editing permissions according to user roles and established policies. Ultimately, implementing a DMS can streamline operations and enhance productivity across various departments.

ExpenseIn provides a comprehensive software solution for managing expenses, accessible via both web and mobile platforms, tailored for businesses of all sizes. The mobile application enables employees to securely upload their expenses, ensures compliance with HMRC regulations, and allows users to take photos of receipts for convenient digital archiving. This system streamlines the process by automating compliance with policy guidelines and alerts employees about any missing details prior to expense submission. Additionally, it offers seamless integration with other financial software, facilitating quick imports of credit card transactions for enhanced financial management. Overall, ExpenseIn simplifies the expense reporting process, making it efficient and user-friendly for all involved.

Streamline, Automate, and Expand Your Business. By integrating accounting practice management systems, you can achieve hassle-free and time-efficient document management through intelligent automation. OnePractice Document Management offers a range of advanced cloud-based tools specifically crafted to enhance your time management and operational efficiency, allowing you to focus more on building client relationships and increasing revenue. The toolkit features: Templates that enable you to design attractive documents and spreadsheets using live data from your practice management software, along with real-time data through an easy-to-use prompt system. Additionally, you can effortlessly save emails and attachments from both Outlook desktop and online to your document center's client folders with just a few clicks. Furthermore, Mail Templates allow for the straightforward creation of emails, complete with options to attach files directly from your document center while incorporating live practice management data and real-time inputs through prompts. This comprehensive solution not only simplifies your processes but also empowers you to better serve your clients and grow your business effectively.

Remote document scanning solutions are essential for environments like Terminal Server, Citrix, Cloud, and VDI, where typical remote desktop scanning capabilities are lacking. Quest RemoteScan addresses this challenge by providing a straightforward method to integrate document scanners into your remote sessions. This technology enables a secure scanning workflow across various platforms, making it particularly advantageous for regulated industries such as healthcare, finance, freight, and government. With preset configurations and templates, the software ensures that various desktop scanners adhere to compliance standards. Additionally, the server-based document scanning tool recognizes remote scanners as if they were directly connected, preserving image quality while minimizing network congestion through both lossless and lossy compression techniques. Furthermore, the software is compatible with any application that supports TWAIN image capture, allowing for versatile and efficient scanning solutions. As a result, users can enjoy a streamlined scanning experience, irrespective of their operating environment.

Advanced search, tagging, and categorization capabilities make it easy to find what you need. Workflows allow you to automate your business processes. Role-based access control allows you to secure your documents. Web-based, cross-platform, open source, and free. Integrates with existing systems for low initial investment and low total costs of ownership. Mayan EDMS, a Free Open Source Electronic Document Management System (Open Source), was developed in Python using the Django web-application framework and released under the Apache 2.0 License. It acts as an electronic vault and repository for electronic documents. One installation, many devices. Mayan EDMS employs responsive design to adapt to different screen sizes and device capabilities. This includes smartphones, tablets, desktops, and tables. You can store multiple versions of the same document and download or revert back to an earlier version. When documents must be disposed of quickly, retention policies help to comply with local laws and corporate policies.

KUBRA iMail™ empowers users to craft and design essential business documents that enhance the effectiveness of customer interactions. Utilizing web-based tools, you can create a variety of documents, including letters and notifications. Our advanced facilities throughout North America then transform these document templates, as well as bills, statements, and invoices, into customized paper documents and dispatch them directly to your customers. In addition, KUBRA iMail offers online tools for generating and overseeing document templates that feature personalized content and targeted marketing messages, which can be displayed on the documents, the envelopes, or included as separate inserts. Our DoxsDirect™ document composition software ensures secure importation of customer profiles or billing data, facilitates data extraction and mapping, and utilizes established business rules to generate documents that contain specific customer messages along with data-driven charts, graphics, and calculations, ensuring a tailored experience for every recipient. This comprehensive solution not only streamlines document production but also enhances customer satisfaction through personalized communication.

The process of document generation and assembly significantly reduces the time required to create and distribute new documents, allowing you to concentrate more effectively on your core business activities. Additionally, it safeguards against potential legal complications that may arise from erroneous content or overlooked keying mistakes. With document template software, you can design templates that comply with your company's internal policies, ensuring centralized control over all versions. This technology enables the creation of impeccably formatted documents through the application of predefined rules, version management, and adherence to brand standards across all templates. By eliminating hours spent on tedious tasks such as manual copy-pasting, search-and-replace, and other repetitive document management activities, you can streamline your workflow. In just minutes, your team can be equipped with a comprehensive document automation solution tailored to support the success of small and medium-sized businesses. With HotDocs, you gain access to a powerful array of features designed specifically for efficiency and accuracy.

Hub is our latest product. It consists of two components: Designer, and Hub Platform. Hub allows you create stunning templates and to output data-rich documents. To enjoy document automation, you only need to sign up once. You can use our template management solution, schedule future reports, and create documents on-demand. Windward Hub is a comprehensive, hosted solution that allows you to create, manage, and share all your documents and reports from one place. Windward allows for the creation of contracts, proposals and sales collateral with a simplified process. Our dynamic document generation solution ensures that you get accurate and error-free documents every single time. Windward Hub centralizes the creation of templates. No more emailing files back-and-forth or trying to find the right version. You can view the most current versions of your document template in the Windward Hub portal: One location for managing all templates throughout the document automation process results in more time savings.

Streamline and digitalize organizational workflows by utilizing customizable templates for document creation. Ensure that templates feature dynamic content and maintain consistency in data fields throughout various documents. Focus on template management, workflow construction, and the standardization of processes and data across multiple business functions. This approach drastically reduces the necessity of handling numerous document formats that cater to different product lines. Facilitate the development of business workflows that incorporate various document types while also ensuring that they are equipped with searchable and indexed metadata. With DigiDocs' seamless integration with DigiSign, you can effortlessly create a standardized document, auto-fill it with pertinent information, and obtain digital or electronic signatures from several parties involved. As a result, this system not only enhances operational efficiency but also promotes collaboration among stakeholders.

Avoid letting the tedious process of manually crafting essential documents such as contracts, work orders, and invoices hinder your business operations. Empower your teams with Nintex DocGen®, enabling them to swiftly generate and distribute documents with just a few clicks from within Salesforce or Office 365. Say goodbye to the hassle of cut-and-paste methods and the potential for errors. Ensure accurate and compliant documentation on the first attempt, every time. Harness the full potential of your data, regardless of its location, to boost productivity and reduce human mistakes. Enhance compliance by utilizing pre-approved templates and standardized language to effortlessly create a variety of documents, including Word, Excel, PowerPoint, and PDF formats. Streamline your processes by automating document routing for reviews, simplifying signing procedures, and securely archiving all documents. Getting started is straightforward; Nintex DocGen simplifies the connection of data from any source to your document templates. Just set up and label the fields for updates to automatically insert dynamic information like customer details, product specifics, pricing, and much more, ensuring a seamless workflow for your team. By adopting this innovative solution, your organization can not only save time but also improve accuracy and maintain a professional image across all documentation.

Zetadocs Capture AP Automation uses next generation, AI-based document capture technology to accelerate your invoice processing. It requires no templates to be set up, allowing you to quickly start saving time. Work smarter with automated data entry, order matching and ongoing system learning. The solution is designed within Business Central, so it's easy to use. Zetadocs Capture enables users to store emails and scanned documents alongside Microsoft Dynamics 365 Business Central or NAV transactions for instant access from Business Central or NAV, or directly from an electronic archive.

ActiveDocs operates as an international supplier of software dedicated to document automation. Our platform assists substantial enterprises in generating documents and managing related workflows. To support this, we offer our clients acclaimed tools, resources, and training that empower them to create and oversee their own document automation solutions in-house. The design of templates is user-friendly, occurring within Microsoft Word, which eliminates the need for complex coding! This allows business users to handle template creation independently, without requiring the assistance of IT professionals. Ultimately, our approach enables organizations to enhance efficiency and streamline their documentation processes effectively.

DocsCorp is the choice of document management professionals looking for software that makes their jobs easier and more efficient. Our global brand has more than 500,000 users in 65 countries. Our product portfolio includes document creation, email recipient check, metadata cleaning and document comparison. You can also access our PDF creation and PDF conversion software on your desktop, server, or cloud. Our products are compatible with the most popular enterprise content management systems. This allows for business efficiency and streamlines processes. We offer organizations both on-premises integrations and cloud integrations. We work with industries that are document-centric in order to help them manage their most important asset - documents. This includes Government Departments and Legal Services, Financial Services, as well as Technology companies.

Legal professionals rely heavily on documents in their work. With Josef, automating the creation of any legal document becomes a straightforward task. Simply upload your templates, implement the necessary logic, and share the bot with your colleagues or clients. Eliminate the repetitive task of drafting the same contracts and documents repeatedly. Ensure that information and documents are systematically organized and accessible from a central hub. Standardizing low-risk documents can significantly minimize input errors. Furthermore, enhance efficiency by enabling clients to serve themselves, reducing overall turnaround times. Create a single bot that can generate a variety of legal documents from a single user interaction. You can effortlessly upload your template documents while maintaining their original formatting and style, thus streamlining the entire process. This not only saves time but also improves accuracy and consistency in document management.

DocOrigin serves as a robust platform for the creation of professional, dynamic, and high-fidelity business documents. Whether your needs involve generating a multitude of invoices, statements, or even a singular customer correspondence, DocOrigin efficiently meets these demands with speed, simplicity, and cost-effectiveness. The solution allows you to utilize data from legacy systems, Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and various line-of-business applications to deliver documents filled with accurate information to customers, suppliers, and employees in preferred formats and to the desired devices. Additionally, it seamlessly integrates with existing legacy applications and workflows, making implementation smooth. With dynamic HTML capabilities, it supports both visual presentation and data collection, ensuring versatility in document design. Moreover, you can optimize unused areas in transactional documents to include custom content, enhancing their effectiveness. Whether you need to generate a single document on demand or execute continuous batch processing, DocOrigin adapts to your requirements. The intuitive template creation feature with DocOrigin Design further simplifies the document generation process, making it accessible for users at all skill levels. This comprehensive approach ensures that every aspect of document creation is covered efficiently and effectively.