The first and only no-code, multi-cloud document generation platform

The process of automatically creating documents from scratch is called document generation. It enables users to create business records like invoices, requests of all kinds, or even simple contracts without human interaction, so that workflows get more streamlined. Automated document generation accelerates and streamlines routine and time-consuming tasks. As a result, your efficiency grows, and you get more (and better) results in less time.

Document generation tools are independent platforms or sets of services/functions that enable you to set up the automatic creation of needed records. You can find some low-code automation platforms like Zapier or check out airSlate – a holistic no-code business automation solution. You'll save time, money, and effort that’s usually spent on finding and hiring IT developers.

Document generation is the automatic creation of new records. By adding in automation, the process is simply enhanced, growing the number of opportunities for reducing costs. For example, with a tool like airSlate, you get the ability to pick a template, route data, and much more using software robots, called Bots that work for you 24/7. Consider creating a free airSlate account to explore the capabilities and learn about new ways of improving document-based workflows.

Start with creating an airSlate account. It's the first step to automating the process. Consider completing a few of the airSlate Academy’s courses to learn more about document production software and the benefits of no-code Bots. Next, set up automated Word document creation and test out different real-life scenarios found in your everyday workflow.

Yes, and if you don't want to spend extra money on IT specialists who typically write the code for the integration, consider using airSlate. This comprehensive solution enables you to pick actions for each workflow by setting up Bots that make decisions based on "if-this-then-that" logic. You’ll get extensive capabilities like importing and updating information from Salesforce combined with powerful document generation. Choose a document and send it to your Salesforce contacts with assigned fillable fields in seconds.

A document engine is an interface used to process documents. It helps you to parse content and render or modify pages. There are plenty of great engines on the market but pay attention to their supported platforms and portability limitations. airSlate is a great engine with no-code automated document generation capabilities.

Let's learn how documentation automation software works using airSlate as an example. When you upload a file to the system for the first time, the service explores the record, recognizes document engines, and prepares it for further use. After that, you need to indicate variables using fillable fields or other interactive elements and choose Bots for completing those actions. Actions like data routing or password protecting documents. When a recipient receives a link and starts to complete forms, the system guides them between the records according to previously given answers and exports the data to your CRM or cloud storage system.

You can find such a powerful document creator in airSlate – document generation software. When you create a new or configure an existing Flow, click <strong>Add or drag & drop documents > Document > Create</strong>. The service will launch Word document generation and open a text editor for the convenient inserting and editing of texts. When the content is ready, airSlate will transform it into a fillable PDF so that recipients can add their information in the fields you assign to them.

Pay attention to two main aspects a good document generation software will have: editing tools and automation features. An editor where you need to write new content must include at least basic functions like the ability to choose fonts, font size, formatting, etc. When it comes to testing automation features, things get tricky. Consider drawing a scheme of a few everyday processes and choose the solution that can offer you the most, because after implementing these tools, you'll notice that you have more time for optimization and start investigating other features for improving your document generation workflows even further.

When you delegate such tedious tasks to robots and systems, you save time for improving workflows and finding additional perspectives for your company. However, we recommend that you look further than just PDF generation. Look for a platform that will allow you to import or export information to/from forms, archive filled samples to the cloud, and connect different systems of record in one comprehensive ecosystem. Try airSlate and its advanced document generation capabilities.

The main purpose of automated document generation is to empower businesses to deliver better services instead of completing routine and document-connected tasks without spending additional costs. Document generation software only needs to be set up once, no need for IT specialists. For example, airSlate allows you to create a file from scratch right in the system and use it as a template as many times as you need. Furthermore, recipients will be able to fill out forms and the system will automatically transfer all provided information to a designated sample.

It's possible with airSlate. Document generation is just one of its available features. Add software robots (called Bots), use legally-binding electronic signatures, track analytics, process payments, and use many other useful options. Take a quick tour around airSlate – start a free trail and explore all its capabilities now!