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.
"This is really well suited because of the following advantages: It instantly transforms data stored in Salesforce CRM into mission-critical documents - like Quotes, Contracts, etc; Very smoothly integrates with a Salesforce CRM org via App Exchange managed package; Support is really good – you get a response within a few hours of raising the case"
"This is great for pre-filling contracts for Salesforce. Once you build the template, it is very easy to make updates. In our case, the state will update the forms every few months so it’s very nice that I don't have to completely remake the document every time."
"Using Nintex document generation has allowed us to simultaneously reduce administrative overhead while improving relationships and engagement with a more personal and rewarding experience for our constituents. We spend less time "processing" and more time in relationship. We have also started using Mass Loop which has reduced many of or quarterly and annual processes to a fraction of the time."
