Integrate data with your systems of records: CRM, Payroll, Accounting. Revolutionary, cloud-based software that allows users to draft legal documents in a fraction of the time it currently takes. Business versions contain advanced features for organizations that want to deploy and manage Excel-based tools to multiple users. The new standard in services CPQ for technology solution providers & MSPs. Learn more about Nintex Drawloop DocGen for Salesforce. This results lowered operational costs and significantly improved performance in converting documents. Implementation time: 1-3 weeks. Binds the technology of EKR PIM and the EKR Orchestra method to support R&D, marketing, technical documentation, and training offices. Reduce time spent on contracts of up to 80% while staying compliant and in control. DokTrak is the comprehensive solution for document tracking. Get your own white labeled document portal and start selling any document online within days. PDF SDK creates, modifies and converts PDF docs. Trusted by legal. Consistent outbound communication becomes a challenge. Create your customized legal document in 5 minutes. Negotiate and collaborate, carry all the contract metadata in a structured way from start to finish. HotDocs Advance turns frequently used documents and forms into reusable templates, allowing you to create customized, error-free documentation in a fraction of the time. Templafy is the smart way to manage, dynamically update & share business document templates and brand assets throughout your organization. We help you reduce expenses and increase revenue. Solution to automate document creation through utilizing pre-defined client details. On the Project menu, click Add Reference. ), merge it with data and deliver wherever you want. Great for individual professionals (personal productivity) and large organizations (deploy and manage Excel-based tools with template-based document generation). Document Automation & Contract Assembly; Smart Workflows, Approvals, & Document Management; Advanced Electronic Signature. A trusted technology portal enabling lawyers to draft documents faster and complete routine tasks quicker. With precision and ease of use EKR ORCHESTRA allows you to collect and access organized, synchronized, non-duplicated information (single source of truth); categorized according to different states (draft, approved. DocShifter fully responds to our need for a content conversion solution.”, “As we are in the middle of a paradigm shift from analogue to digital in Japan, I have been looking for the right solution to support this for many years. You can build Word templates on either Windows or your Mac by enabling the Developer tab. Then, run your workflow or share with others to generate finalized docs. It’s when a handful of documents turns into amountain of documents, some of them lengthy and complex, that one engineer turns into two, and two turns into three, and . Add condition-based workflows for advanced automation. Because of this huge benefit and because of the attractive ROI we would definitely recommend DocShifter to enterprises who are in need of a reliable rendering solution.”, “We selected DocShifter for the incredible ease-of-use, the simple configuration and implementation, the high-quality ICH compliant output, and the huge number of formats supported. The solution offers the possibility to create document conversion workflows in a user-friendly (non-IT) way. Automates the generation of all types of documents from customer statements to policy documents to event-triggered correspondence. By using Automation, you can create a new document based on your template with code such as the following: In your template, you can define bookmarks so that your Automation client can fill in variable text at a specific location in the document, as follows: Another advantage to using a template is that you can create and store formatting styles that you wish to apply at runtime, as follows: For more information, view the articles in the Microsoft Knowledge Base: How to automate Microsoft Word to perform Mail Merge from Visual C#, Microsoft Office Development with Visual Studio. That's the Contract Express difference. On Demand Document Generation with Intelledox! EKR ORCHESTRA is composed of software and process, which allows to streamline the work and enhance the professionalism of the technical and marketing departments, saving time and improving the overall quality. DocShifter automatically merges the data from back-end applications and converts the output to any desired format or e-mail. You can build your documents with less code. Streamline your organization's workflow with the world's most trusted and powerful document automation platform. Automate Word (and pdf) templates directly. Loved by the business. Simple document assembly tool for creating reusable templates of commonly used documents. The same add-in works in all 3 apps (Excel, Word, and PowerPoint). 2. Load your template documents and connect the questions to your documents. Add the following line to the end of the list of using directives: Press F5 to build and to run the program. Two steps: Easy to teach. If you want to use random (yet coherent) text as filler content in your Word document, you can use the random content generation formula provided by Word. Electronic distribution of forms (invoices, POs, EFT, Payroll, Statements) and reports. No-code document assembly software to create custom webforms that populate data into your Word or PDF documents. Make compliance (and governing changes to compliance) easy. Generate documents by filling out dynamic, web-based forms also called questionnaires created automatically from your templates. Document generation or automation software enables the merging of text-based formats (word processing or PDF forms) with data sources to create a range of documents, such as invoices, contracts, legal documentation, proposals, quotes, and reports. A tool for creating PDF documnets and PDF document binders used by law firms. We help companies digitize their business processes, specifically in Finance & Procurement, HR & Organization and CRM & Sales. Design templates, including business logic, in Microsoft Office. Stripo is widely integrated with ESPs, email clients, including Mailchimp, HubSpot, Salesforce, Campaign Monitor, Constant Contact, Mailigen, Braze, GetResponse, SendGrid, eSputnik, Outlook, Gmail, etc.

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