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What is EDocGen?
A platform for document generation facilitates the production of PDF, HTML, JPG, and Word files from a variety of data sources, including databases, enterprise applications, XML, Excel, and JSON. It supports multiple methods of document generation such as on-demand, bulk, and interactive formats. Business users can easily use pre-existing templates by adding specific tags to them. The platform employs a tagging system featuring unique tags for various elements, including text, tables, images, content blocks (like paragraphs), hyperlinks, and other dynamic components. Users are able to integrate these tags into their templates using built-in editors, along with incorporating if-else conditions, loops, and calculations for enhanced customization. A centralized repository stores all approved business templates, ensuring adherence to compliance and brand standards, with the ability to upload or delete templates restricted to authorized individuals only. Furthermore, the system can automatically create fillable forms from these templates, enabling both internal and external users to enter information into dynamic fields, which then generates finalized documents in the chosen format. This efficient approach not only boosts productivity but also improves accuracy in document generation across various organizations, making it an essential tool for modern businesses.
What is Checkbox?
Subject matter experts can enhance their knowledge and expertise by easily developing applications using a simple drag-and-drop interface, which removes the need for any programming skills or technical know-how. By utilizing a consolidated platform, users can design and implement applications that thoroughly automate processes across different departments in an organization. Quickly create personalized documents that are automatically filled from elegant templates, complete with e-signature capabilities. Achieve complete automation of user experiences, which includes managing approvals, scheduled tasks, and reminders to guarantee a smooth workflow. Develop complex rules and decision-making structures, incorporating calculations and weighted scoring systems as needed. Gather vital information from users or systems and efficiently triage it using intelligent forms. Users can prototype, build, and maintain applications without IT expertise, thanks to our intuitive drag-and-drop capabilities, making technology accessible to all. The Checkbox platform is adaptable enough to facilitate a wide range of customized automation solutions. Discover popular use cases and application templates that our clients appreciate, and broaden your perspective on the available opportunities. With such ease of use, anyone can tap into technology to drive process enhancements, ultimately fostering innovation and efficiency within their organization. This democratization of technology empowers teams to take initiative and create impactful solutions.
Integrations Supported
Microsoft Teams
Slack
Xakia
API Availability
Has API
API Availability
Has API
Pricing Information
$6 per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
EDocGen
Date Founded
2017
Company Location
India
Company Website
www.edocgen.com
Company Facts
Organization Name
Checkbox
Date Founded
2016
Company Location
Australia
Company Website
checkbox.ai/
Categories and Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Categories and Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
