Document generation software allows users to generate, customize, edit, and produce data driven documents. These platforms can function as PDF creators, and document generators that pull data from third-party sources into templates. Document generation applications can leverage data from a variety of source systems like CRM, ERP and storage. Document generation applications should easily maintain brand consistency and offer conditional formatting. Documents created through these products range in functionality and can include reports, forms, proposals, legal documentation, notes, and contracts, among others.
To qualify for inclusion in the Document Generation category, a product must:
Enable the creation of text-based and graphically rich documents
Allow documents to be saved and exported in multiple formats
Have the ability to store and share documents
Offer data merge/import capability from 3rd party systems such as ERP or CRM
Support dynamic and/or customizable templates
Support complex content types such as tables, images, charts, and custom fonts