What is document generation?
Document generation is the method of creating business-critical documents like invoices, contracts, sales proposals, and work orders automatically.
With the right document generation tools, you can automatically create digital documents using your own custom templates and branding, and pull data from multiple CRM systems using pre-defined rules. Document generation software delivers precise and compliant documents the first time, every time.
Digitize and automate document creation to save time and money
Improve customer and employee experiences by eliminating the need for paperwork, reducing human error, and producing documents in seconds, rather than hours or days.
Eliminate human error
No more cutting, pasting, and double-checking for typos and mistakes. Automated document generation removes the element of human error and produces accurate, error free documents every time.
Achieve business outcomes faster
Employees can only move as fast as the documents they’re producing. Close deals faster, produce invoices more efficiently, and move your business forward with automatically generated documents.
Consistency and compliance
With pre-defined and approved templates and language, it’s easy to create compliant Word, Excel, PowerPoint, and PDF documents.
Document generation is essential in every line of business
Contract managment
Empower Sales to generate compliant, data-driven contracts to instantly transform the contract lifecycle and close deals faster.
Customer compliance
Eliminate complex, time-consuming paperwork by automatically generating know-your-customer (KYC) documents and more.
Loan processing
Generate loan applications, route them to relevant personnel for review and e-signature, send the document to the applicant, and approve their loan – quickly, simply, and smoothly.
Employee onboarding
Auto-generate an employee contract in seconds to get new team members onboarded and providing value to your company quickly and seamlessly.
Put the Power of Process® to work
Document generation is just one step in the document lifecycle process. With the Nintex Process Platform, you have the ease and power to accelerate business outcomes by automating document routing to streamline the entire process.
"We are using Nintex Forms and Workflow as our primary form software for SharePoint 2016. Nintex is being used across the whole organization on a departmental basis. We are using Nintex Forms to replace the many InfoPath forms we have before the Microsoft support runs out. Nintex is also providing more options to connect to external database sources."
"Nintex Process Platform is integrated with SharePoint at my company and I find it to be very responsive and quick. I've never found myself angry at the speed or limited in any way from accessing the processes or programs I needed to access. Maybe Nintex should teach Internet Explorer some tips about not being a terrible program!"
