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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.

Media

Media

Integrations Supported

Integrations Supported

Microsoft Teams
Slack
Xakia

API Availability

API Availability

Pricing Information

$6 per month
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online 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
Templates

Mortgage and Loans

Closing Documents
Contact Management
Customer Statements
Document Management

Categories and Features

AI Legal

Not specified

AI Patent Drafting

Not specified

Document Generation

Batch Processing
Digital Signature
Multiple Output Formats
Templates

Forms Automation

Approval Process Control
Archiving & Retention
Document Indexing
Drag & Drop
Rules-Based Workflow
Version Control

Legal

Not specified

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