Document Generation
Every document, straight from the record
Letters, contracts, statements and client packs generated from your own Word and Excel templates, filled with live data from the record, and filed back against it. In seconds
What you can do
Your templates. Your data. Finished documents
Offer letters, agreements, statements and client packs come straight out of your data: generated from your own templates, edited where a human touch is needed and filed against the record
Ordinary Word and Excel templates
Build templates in the tools your team already uses, and upload a new version whenever the wording changes.
Merge fields for anything on the record
Pull in any field on the record or its related records, such as the client's name, the account manager or the agreement number.
Tables of related records
Render a table of related records, such as a payment schedule or a list of agreements, straight into the document.
PDF, Word or Excel
Choose the output for each template.
Generate from a record
One click from the record, or from an action placed wherever your team works.
Generate in bulk
Generate across a whole filtered selection in the background, with live progress and a result for every record.
Generated by workflows
Let a workflow create the document when something happens, such as a case reaching a new stage.
The right template every time
Rules decide which template each record gets, by product, stage or anything else on the record.
Checked before it's generated
A workflow can confirm every merge field has data first, so no document is created with blanks.
Edit without leaving the platform
Open a generated document, adjust the wording, add or remove a clause and save it straight back to the record. No downloading, re-uploading or drafts lost in inboxes.
Filed against the record
Every document is saved to the record it was generated from, and the record keeps the copy that went out.
Ready to send or sign
Send it by email or SMS, share it in the client portal, or pass it straight to e-Signature.
How it works
Three steps, no tickets to engineering
1
Build the template
Write it in Word or Excel, add merge fields for the data you need, and upload it.
2
Choose when it's generated
From a button on the record, across a selection in bulk, or automatically by a workflow. Rules pick the right template.
3
Generate, check and send
The document is generated from the record, edited if it needs a human touch, filed against the record and sent or signed.
What makes it different
Templates stay in Word and Excel, the tools your team already uses, while the data comes live from the record. Change the wording yourself, without a development ticket, and every document generated after that uses it.
Stronger together
Works With
e-Signature
Send, sign and file back to the case. Without leaving the platform.
Communications
Email, SMS, portal messages and campaigns, personalised and audited.
Explore further
See Document Generation on your kind of work
Bring a process you wish worked better. We will show you how it would be modelled, automated and reported on in Volume, with your objects and your language
Previous
Next
