Document Creator

Product Details

Solution to automate document creation through utilizing pre-defined client details.Manual document creation for multiple contractors can be a real burden! If you are looking for an easy solution, our online Document Creator is here for you. See all standard features, try them out and drop us a line if you need any custom modification to make it perfect for your work!

Best For

Businesses looking to generate documents for their contractors.

Document Creator Features

VARIOUS DOCUMENT TEMPLATES

The online Document Creator generates documents for various customers based on predefined templates. When adding a new template , software users have to put the respective tokens (customer details) in the text as in the original document. When creating a document for a specific customer, their details will replace the tokens.

• Create an unlimited number of web-based document templates.
• Embed tokens for customer details you need within a template.
• Add and edit content through a Word-like editor (WYSIWYG).
• Add text, images, links and tables into each document.
• Embed videos and external links in documents for online use.

MANAGE CUSTOMER PROFILES

The document generation software allows you to set up as many customer profiles as you need. You can use the predefined, fixed customer details (First Name, Last Name, Email, Phone Number) and add others, if necessary. There is a document counter and a quick link to all documents associated with a given customer.

• Create countless customer profiles with all required details.
• Edit and update customer profiles any time you need.
• Add new customer details fields (tokens) as required in the template.
• Search for a specific customer and see all assigned documents.
• Change customer profile status (active/inactive) without deleting it.