Blog

5 Features to Look for in a Document Generation Tool

Blog

5 Features to Look for in a Document Generation Tool

Blog

5 Features to Look for in a Document Generation Tool

Blog

5 Features to Look for in a Document Generation Tool

Blog

5 Features to Look for in a Document Generation Tool

Blog

5 Features to Look for in a Document Generation Tool

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Blog

5 Features to Look for in a Document Generation Tool

Formstack
/
October 17, 2018
Blog

5 Features to Look for in a Document Generation Tool

MIN
/
October 17, 2018
About the Episode
Episode Highlights
Meet our Guest

Never before has business moved as fast as it does today. Our devices allow us to connect quicker than ever, integrations save us time, and cloud-based tools give us easy access to what we need, when we need it. So when it comes to quickly sharing documents with your clients, doing it all manually is not only inconvenient—it’s detrimental to your business growth.

But not all document generation tools are created equal. What features should you be looking for to maximize productivity? The answer is those that will not only make your life easier, but get you back to your core business faster.

Regardless of what types of documents you typically create—legal agreements, training certificates, use policies, leases, or medical forms—your needs for efficient document generation are the same. The best document generation tools will include features like these:


1. Multiple File Format Options


Some industries prefer different file types. And varying situations call for tailored solutions. Whether you’re sending a document that’s meant to be modified (Word, Google Docs, Pages) or one that must remain intact (PDF, templates), you can’t be held back by converting or reformatting every time you want to share it with a client. Look for a document generator that has multiple customizable options for easy uploading, form filling, and resharing.


2. Integrations for Easy Data Routing


When things feel familiar, you move faster and have the reassurance of knowing it’s being done right. Document generators that allow you to merge data or integrate with the tools you use most make data routing easy and pain-free. With data from an app, CSV, or API integration locked and loaded, you can create multiple documents from a single feed based on predefined values. Plus, connecting your data allows you to tailor each document and interaction based on the recipient’s answers.


3. Flexible, Conditional Delivery Options

Customers today demand personalized interactions in everything they do, meaning companies that are still sending blanket communications and documents will be left behind. Flexible delivery options with the smartest logic give you the freedom to select individual recipients for each document using predefined conditions. Choose your preferred delivery method or vendor to prompt recipients to view, sign, or store long-term.


4. Security and Compliance


Digital transformation provides tremendous benefits, but operating in the cloud can be daunting when it seems there’s a new story about a data breach every week. That’s why it’s absolutely imperative to choose a document generation platform that prioritizes the data security of both you and your customers. Look for a system that only transfers data over secure connections with SSL and firewalls and doesn’t save any of the information you send for merging. The best systems even allow security levels to be set on a per-document basis, requiring documents to be downloaded directly from a secure site (instead of an email) or requiring password protection for PDFs. For the health industry in particular, the safest and most reliable document generators will also acquire and maintain HIPAA compliance.


5. Data Capture and Dynamic Content


You need to be able to capture the right data—and then use it. A basic data capture tool can be used to collect information, then merge it with a document or online form. With the latest data in tow, dynamically customizing documents will allow you to create the most personalized experiences for your clients. And if your document generation solution has a dynamic content feature, you can create a single document, then use conditions to determine the individual sections to be used in the merged document.


Stay in Control


Sure, manually assembling each of the important documents your organization generates on a daily basis allows you to stay in the driver’s seat—but it also means spending hours of extra time completing menial tasks instead of innovating or growing your core business function. A number of tools exist today that make it easier to set up professional-looking documents. But not all of them are equipped with the right features to personalize with customer data, streamline the dFormsocument generation process, or keep your information secure.  

From contracts and proposals to applications and forms, Formstack Documents helps you streamline the document creation process, merge data easily, and deliver to the right recipient without hassle.

No business model can afford for its employees to waste time on manual processes, which is why Formstack Documents has native features that help you create customized documents faster, streamline your workflow, and get you back to business. Start a free trial today.


Blog

5 Features to Look for in a Document Generation Tool

Blog

5 Features to Look for in a Document Generation Tool

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Never before has business moved as fast as it does today. Our devices allow us to connect quicker than ever, integrations save us time, and cloud-based tools give us easy access to what we need, when we need it. So when it comes to quickly sharing documents with your clients, doing it all manually is not only inconvenient—it’s detrimental to your business growth.

But not all document generation tools are created equal. What features should you be looking for to maximize productivity? The answer is those that will not only make your life easier, but get you back to your core business faster.

Regardless of what types of documents you typically create—legal agreements, training certificates, use policies, leases, or medical forms—your needs for efficient document generation are the same. The best document generation tools will include features like these:


1. Multiple File Format Options


Some industries prefer different file types. And varying situations call for tailored solutions. Whether you’re sending a document that’s meant to be modified (Word, Google Docs, Pages) or one that must remain intact (PDF, templates), you can’t be held back by converting or reformatting every time you want to share it with a client. Look for a document generator that has multiple customizable options for easy uploading, form filling, and resharing.


2. Integrations for Easy Data Routing


When things feel familiar, you move faster and have the reassurance of knowing it’s being done right. Document generators that allow you to merge data or integrate with the tools you use most make data routing easy and pain-free. With data from an app, CSV, or API integration locked and loaded, you can create multiple documents from a single feed based on predefined values. Plus, connecting your data allows you to tailor each document and interaction based on the recipient’s answers.


3. Flexible, Conditional Delivery Options

Customers today demand personalized interactions in everything they do, meaning companies that are still sending blanket communications and documents will be left behind. Flexible delivery options with the smartest logic give you the freedom to select individual recipients for each document using predefined conditions. Choose your preferred delivery method or vendor to prompt recipients to view, sign, or store long-term.


4. Security and Compliance


Digital transformation provides tremendous benefits, but operating in the cloud can be daunting when it seems there’s a new story about a data breach every week. That’s why it’s absolutely imperative to choose a document generation platform that prioritizes the data security of both you and your customers. Look for a system that only transfers data over secure connections with SSL and firewalls and doesn’t save any of the information you send for merging. The best systems even allow security levels to be set on a per-document basis, requiring documents to be downloaded directly from a secure site (instead of an email) or requiring password protection for PDFs. For the health industry in particular, the safest and most reliable document generators will also acquire and maintain HIPAA compliance.


5. Data Capture and Dynamic Content


You need to be able to capture the right data—and then use it. A basic data capture tool can be used to collect information, then merge it with a document or online form. With the latest data in tow, dynamically customizing documents will allow you to create the most personalized experiences for your clients. And if your document generation solution has a dynamic content feature, you can create a single document, then use conditions to determine the individual sections to be used in the merged document.


Stay in Control


Sure, manually assembling each of the important documents your organization generates on a daily basis allows you to stay in the driver’s seat—but it also means spending hours of extra time completing menial tasks instead of innovating or growing your core business function. A number of tools exist today that make it easier to set up professional-looking documents. But not all of them are equipped with the right features to personalize with customer data, streamline the dFormsocument generation process, or keep your information secure.  

From contracts and proposals to applications and forms, Formstack Documents helps you streamline the document creation process, merge data easily, and deliver to the right recipient without hassle.

No business model can afford for its employees to waste time on manual processes, which is why Formstack Documents has native features that help you create customized documents faster, streamline your workflow, and get you back to business. Start a free trial today.


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5 Features to Look for in a Document Generation Tool

Check out this list of five features you should look for in a document generation solution.
Download InfographicDownload Infographic

Never before has business moved as fast as it does today. Our devices allow us to connect quicker than ever, integrations save us time, and cloud-based tools give us easy access to what we need, when we need it. So when it comes to quickly sharing documents with your clients, doing it all manually is not only inconvenient—it’s detrimental to your business growth.

But not all document generation tools are created equal. What features should you be looking for to maximize productivity? The answer is those that will not only make your life easier, but get you back to your core business faster.

Regardless of what types of documents you typically create—legal agreements, training certificates, use policies, leases, or medical forms—your needs for efficient document generation are the same. The best document generation tools will include features like these:


1. Multiple File Format Options


Some industries prefer different file types. And varying situations call for tailored solutions. Whether you’re sending a document that’s meant to be modified (Word, Google Docs, Pages) or one that must remain intact (PDF, templates), you can’t be held back by converting or reformatting every time you want to share it with a client. Look for a document generator that has multiple customizable options for easy uploading, form filling, and resharing.


2. Integrations for Easy Data Routing


When things feel familiar, you move faster and have the reassurance of knowing it’s being done right. Document generators that allow you to merge data or integrate with the tools you use most make data routing easy and pain-free. With data from an app, CSV, or API integration locked and loaded, you can create multiple documents from a single feed based on predefined values. Plus, connecting your data allows you to tailor each document and interaction based on the recipient’s answers.


3. Flexible, Conditional Delivery Options

Customers today demand personalized interactions in everything they do, meaning companies that are still sending blanket communications and documents will be left behind. Flexible delivery options with the smartest logic give you the freedom to select individual recipients for each document using predefined conditions. Choose your preferred delivery method or vendor to prompt recipients to view, sign, or store long-term.


4. Security and Compliance


Digital transformation provides tremendous benefits, but operating in the cloud can be daunting when it seems there’s a new story about a data breach every week. That’s why it’s absolutely imperative to choose a document generation platform that prioritizes the data security of both you and your customers. Look for a system that only transfers data over secure connections with SSL and firewalls and doesn’t save any of the information you send for merging. The best systems even allow security levels to be set on a per-document basis, requiring documents to be downloaded directly from a secure site (instead of an email) or requiring password protection for PDFs. For the health industry in particular, the safest and most reliable document generators will also acquire and maintain HIPAA compliance.


5. Data Capture and Dynamic Content


You need to be able to capture the right data—and then use it. A basic data capture tool can be used to collect information, then merge it with a document or online form. With the latest data in tow, dynamically customizing documents will allow you to create the most personalized experiences for your clients. And if your document generation solution has a dynamic content feature, you can create a single document, then use conditions to determine the individual sections to be used in the merged document.


Stay in Control


Sure, manually assembling each of the important documents your organization generates on a daily basis allows you to stay in the driver’s seat—but it also means spending hours of extra time completing menial tasks instead of innovating or growing your core business function. A number of tools exist today that make it easier to set up professional-looking documents. But not all of them are equipped with the right features to personalize with customer data, streamline the dFormsocument generation process, or keep your information secure.  

From contracts and proposals to applications and forms, Formstack Documents helps you streamline the document creation process, merge data easily, and deliver to the right recipient without hassle.

No business model can afford for its employees to waste time on manual processes, which is why Formstack Documents has native features that help you create customized documents faster, streamline your workflow, and get you back to business. Start a free trial today.


Never before has business moved as fast as it does today. Our devices allow us to connect quicker than ever, integrations save us time, and cloud-based tools give us easy access to what we need, when we need it. So when it comes to quickly sharing documents with your clients, doing it all manually is not only inconvenient—it’s detrimental to your business growth.

But not all document generation tools are created equal. What features should you be looking for to maximize productivity? The answer is those that will not only make your life easier, but get you back to your core business faster.

Regardless of what types of documents you typically create—legal agreements, training certificates, use policies, leases, or medical forms—your needs for efficient document generation are the same. The best document generation tools will include features like these:


1. Multiple File Format Options


Some industries prefer different file types. And varying situations call for tailored solutions. Whether you’re sending a document that’s meant to be modified (Word, Google Docs, Pages) or one that must remain intact (PDF, templates), you can’t be held back by converting or reformatting every time you want to share it with a client. Look for a document generator that has multiple customizable options for easy uploading, form filling, and resharing.


2. Integrations for Easy Data Routing


When things feel familiar, you move faster and have the reassurance of knowing it’s being done right. Document generators that allow you to merge data or integrate with the tools you use most make data routing easy and pain-free. With data from an app, CSV, or API integration locked and loaded, you can create multiple documents from a single feed based on predefined values. Plus, connecting your data allows you to tailor each document and interaction based on the recipient’s answers.


3. Flexible, Conditional Delivery Options

Customers today demand personalized interactions in everything they do, meaning companies that are still sending blanket communications and documents will be left behind. Flexible delivery options with the smartest logic give you the freedom to select individual recipients for each document using predefined conditions. Choose your preferred delivery method or vendor to prompt recipients to view, sign, or store long-term.


4. Security and Compliance


Digital transformation provides tremendous benefits, but operating in the cloud can be daunting when it seems there’s a new story about a data breach every week. That’s why it’s absolutely imperative to choose a document generation platform that prioritizes the data security of both you and your customers. Look for a system that only transfers data over secure connections with SSL and firewalls and doesn’t save any of the information you send for merging. The best systems even allow security levels to be set on a per-document basis, requiring documents to be downloaded directly from a secure site (instead of an email) or requiring password protection for PDFs. For the health industry in particular, the safest and most reliable document generators will also acquire and maintain HIPAA compliance.


5. Data Capture and Dynamic Content


You need to be able to capture the right data—and then use it. A basic data capture tool can be used to collect information, then merge it with a document or online form. With the latest data in tow, dynamically customizing documents will allow you to create the most personalized experiences for your clients. And if your document generation solution has a dynamic content feature, you can create a single document, then use conditions to determine the individual sections to be used in the merged document.


Stay in Control


Sure, manually assembling each of the important documents your organization generates on a daily basis allows you to stay in the driver’s seat—but it also means spending hours of extra time completing menial tasks instead of innovating or growing your core business function. A number of tools exist today that make it easier to set up professional-looking documents. But not all of them are equipped with the right features to personalize with customer data, streamline the dFormsocument generation process, or keep your information secure.  

From contracts and proposals to applications and forms, Formstack Documents helps you streamline the document creation process, merge data easily, and deliver to the right recipient without hassle.

No business model can afford for its employees to waste time on manual processes, which is why Formstack Documents has native features that help you create customized documents faster, streamline your workflow, and get you back to business. Start a free trial today.


Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Never before has business moved as fast as it does today. Our devices allow us to connect quicker than ever, integrations save us time, and cloud-based tools give us easy access to what we need, when we need it. So when it comes to quickly sharing documents with your clients, doing it all manually is not only inconvenient—it’s detrimental to your business growth.

But not all document generation tools are created equal. What features should you be looking for to maximize productivity? The answer is those that will not only make your life easier, but get you back to your core business faster.

Regardless of what types of documents you typically create—legal agreements, training certificates, use policies, leases, or medical forms—your needs for efficient document generation are the same. The best document generation tools will include features like these:


1. Multiple File Format Options


Some industries prefer different file types. And varying situations call for tailored solutions. Whether you’re sending a document that’s meant to be modified (Word, Google Docs, Pages) or one that must remain intact (PDF, templates), you can’t be held back by converting or reformatting every time you want to share it with a client. Look for a document generator that has multiple customizable options for easy uploading, form filling, and resharing.


2. Integrations for Easy Data Routing


When things feel familiar, you move faster and have the reassurance of knowing it’s being done right. Document generators that allow you to merge data or integrate with the tools you use most make data routing easy and pain-free. With data from an app, CSV, or API integration locked and loaded, you can create multiple documents from a single feed based on predefined values. Plus, connecting your data allows you to tailor each document and interaction based on the recipient’s answers.


3. Flexible, Conditional Delivery Options

Customers today demand personalized interactions in everything they do, meaning companies that are still sending blanket communications and documents will be left behind. Flexible delivery options with the smartest logic give you the freedom to select individual recipients for each document using predefined conditions. Choose your preferred delivery method or vendor to prompt recipients to view, sign, or store long-term.


4. Security and Compliance


Digital transformation provides tremendous benefits, but operating in the cloud can be daunting when it seems there’s a new story about a data breach every week. That’s why it’s absolutely imperative to choose a document generation platform that prioritizes the data security of both you and your customers. Look for a system that only transfers data over secure connections with SSL and firewalls and doesn’t save any of the information you send for merging. The best systems even allow security levels to be set on a per-document basis, requiring documents to be downloaded directly from a secure site (instead of an email) or requiring password protection for PDFs. For the health industry in particular, the safest and most reliable document generators will also acquire and maintain HIPAA compliance.


5. Data Capture and Dynamic Content


You need to be able to capture the right data—and then use it. A basic data capture tool can be used to collect information, then merge it with a document or online form. With the latest data in tow, dynamically customizing documents will allow you to create the most personalized experiences for your clients. And if your document generation solution has a dynamic content feature, you can create a single document, then use conditions to determine the individual sections to be used in the merged document.


Stay in Control


Sure, manually assembling each of the important documents your organization generates on a daily basis allows you to stay in the driver’s seat—but it also means spending hours of extra time completing menial tasks instead of innovating or growing your core business function. A number of tools exist today that make it easier to set up professional-looking documents. But not all of them are equipped with the right features to personalize with customer data, streamline the dFormsocument generation process, or keep your information secure.  

From contracts and proposals to applications and forms, Formstack Documents helps you streamline the document creation process, merge data easily, and deliver to the right recipient without hassle.

No business model can afford for its employees to waste time on manual processes, which is why Formstack Documents has native features that help you create customized documents faster, streamline your workflow, and get you back to business. Start a free trial today.


Never before has business moved as fast as it does today. Our devices allow us to connect quicker than ever, integrations save us time, and cloud-based tools give us easy access to what we need, when we need it. So when it comes to quickly sharing documents with your clients, doing it all manually is not only inconvenient—it’s detrimental to your business growth.

But not all document generation tools are created equal. What features should you be looking for to maximize productivity? The answer is those that will not only make your life easier, but get you back to your core business faster.

Regardless of what types of documents you typically create—legal agreements, training certificates, use policies, leases, or medical forms—your needs for efficient document generation are the same. The best document generation tools will include features like these:


1. Multiple File Format Options


Some industries prefer different file types. And varying situations call for tailored solutions. Whether you’re sending a document that’s meant to be modified (Word, Google Docs, Pages) or one that must remain intact (PDF, templates), you can’t be held back by converting or reformatting every time you want to share it with a client. Look for a document generator that has multiple customizable options for easy uploading, form filling, and resharing.


2. Integrations for Easy Data Routing


When things feel familiar, you move faster and have the reassurance of knowing it’s being done right. Document generators that allow you to merge data or integrate with the tools you use most make data routing easy and pain-free. With data from an app, CSV, or API integration locked and loaded, you can create multiple documents from a single feed based on predefined values. Plus, connecting your data allows you to tailor each document and interaction based on the recipient’s answers.


3. Flexible, Conditional Delivery Options

Customers today demand personalized interactions in everything they do, meaning companies that are still sending blanket communications and documents will be left behind. Flexible delivery options with the smartest logic give you the freedom to select individual recipients for each document using predefined conditions. Choose your preferred delivery method or vendor to prompt recipients to view, sign, or store long-term.


4. Security and Compliance


Digital transformation provides tremendous benefits, but operating in the cloud can be daunting when it seems there’s a new story about a data breach every week. That’s why it’s absolutely imperative to choose a document generation platform that prioritizes the data security of both you and your customers. Look for a system that only transfers data over secure connections with SSL and firewalls and doesn’t save any of the information you send for merging. The best systems even allow security levels to be set on a per-document basis, requiring documents to be downloaded directly from a secure site (instead of an email) or requiring password protection for PDFs. For the health industry in particular, the safest and most reliable document generators will also acquire and maintain HIPAA compliance.


5. Data Capture and Dynamic Content


You need to be able to capture the right data—and then use it. A basic data capture tool can be used to collect information, then merge it with a document or online form. With the latest data in tow, dynamically customizing documents will allow you to create the most personalized experiences for your clients. And if your document generation solution has a dynamic content feature, you can create a single document, then use conditions to determine the individual sections to be used in the merged document.


Stay in Control


Sure, manually assembling each of the important documents your organization generates on a daily basis allows you to stay in the driver’s seat—but it also means spending hours of extra time completing menial tasks instead of innovating or growing your core business function. A number of tools exist today that make it easier to set up professional-looking documents. But not all of them are equipped with the right features to personalize with customer data, streamline the dFormsocument generation process, or keep your information secure.  

From contracts and proposals to applications and forms, Formstack Documents helps you streamline the document creation process, merge data easily, and deliver to the right recipient without hassle.

No business model can afford for its employees to waste time on manual processes, which is why Formstack Documents has native features that help you create customized documents faster, streamline your workflow, and get you back to business. Start a free trial today.


Never before has business moved as fast as it does today. Our devices allow us to connect quicker than ever, integrations save us time, and cloud-based tools give us easy access to what we need, when we need it. So when it comes to quickly sharing documents with your clients, doing it all manually is not only inconvenient—it’s detrimental to your business growth.

But not all document generation tools are created equal. What features should you be looking for to maximize productivity? The answer is those that will not only make your life easier, but get you back to your core business faster.

Regardless of what types of documents you typically create—legal agreements, training certificates, use policies, leases, or medical forms—your needs for efficient document generation are the same. The best document generation tools will include features like these:


1. Multiple File Format Options


Some industries prefer different file types. And varying situations call for tailored solutions. Whether you’re sending a document that’s meant to be modified (Word, Google Docs, Pages) or one that must remain intact (PDF, templates), you can’t be held back by converting or reformatting every time you want to share it with a client. Look for a document generator that has multiple customizable options for easy uploading, form filling, and resharing.


2. Integrations for Easy Data Routing


When things feel familiar, you move faster and have the reassurance of knowing it’s being done right. Document generators that allow you to merge data or integrate with the tools you use most make data routing easy and pain-free. With data from an app, CSV, or API integration locked and loaded, you can create multiple documents from a single feed based on predefined values. Plus, connecting your data allows you to tailor each document and interaction based on the recipient’s answers.


3. Flexible, Conditional Delivery Options

Customers today demand personalized interactions in everything they do, meaning companies that are still sending blanket communications and documents will be left behind. Flexible delivery options with the smartest logic give you the freedom to select individual recipients for each document using predefined conditions. Choose your preferred delivery method or vendor to prompt recipients to view, sign, or store long-term.


4. Security and Compliance


Digital transformation provides tremendous benefits, but operating in the cloud can be daunting when it seems there’s a new story about a data breach every week. That’s why it’s absolutely imperative to choose a document generation platform that prioritizes the data security of both you and your customers. Look for a system that only transfers data over secure connections with SSL and firewalls and doesn’t save any of the information you send for merging. The best systems even allow security levels to be set on a per-document basis, requiring documents to be downloaded directly from a secure site (instead of an email) or requiring password protection for PDFs. For the health industry in particular, the safest and most reliable document generators will also acquire and maintain HIPAA compliance.


5. Data Capture and Dynamic Content


You need to be able to capture the right data—and then use it. A basic data capture tool can be used to collect information, then merge it with a document or online form. With the latest data in tow, dynamically customizing documents will allow you to create the most personalized experiences for your clients. And if your document generation solution has a dynamic content feature, you can create a single document, then use conditions to determine the individual sections to be used in the merged document.


Stay in Control


Sure, manually assembling each of the important documents your organization generates on a daily basis allows you to stay in the driver’s seat—but it also means spending hours of extra time completing menial tasks instead of innovating or growing your core business function. A number of tools exist today that make it easier to set up professional-looking documents. But not all of them are equipped with the right features to personalize with customer data, streamline the dFormsocument generation process, or keep your information secure.  

From contracts and proposals to applications and forms, Formstack Documents helps you streamline the document creation process, merge data easily, and deliver to the right recipient without hassle.

No business model can afford for its employees to waste time on manual processes, which is why Formstack Documents has native features that help you create customized documents faster, streamline your workflow, and get you back to business. Start a free trial today.


Never before has business moved as fast as it does today. Our devices allow us to connect quicker than ever, integrations save us time, and cloud-based tools give us easy access to what we need, when we need it. So when it comes to quickly sharing documents with your clients, doing it all manually is not only inconvenient—it’s detrimental to your business growth.

But not all document generation tools are created equal. What features should you be looking for to maximize productivity? The answer is those that will not only make your life easier, but get you back to your core business faster.

Regardless of what types of documents you typically create—legal agreements, training certificates, use policies, leases, or medical forms—your needs for efficient document generation are the same. The best document generation tools will include features like these:


1. Multiple File Format Options


Some industries prefer different file types. And varying situations call for tailored solutions. Whether you’re sending a document that’s meant to be modified (Word, Google Docs, Pages) or one that must remain intact (PDF, templates), you can’t be held back by converting or reformatting every time you want to share it with a client. Look for a document generator that has multiple customizable options for easy uploading, form filling, and resharing.


2. Integrations for Easy Data Routing


When things feel familiar, you move faster and have the reassurance of knowing it’s being done right. Document generators that allow you to merge data or integrate with the tools you use most make data routing easy and pain-free. With data from an app, CSV, or API integration locked and loaded, you can create multiple documents from a single feed based on predefined values. Plus, connecting your data allows you to tailor each document and interaction based on the recipient’s answers.


3. Flexible, Conditional Delivery Options

Customers today demand personalized interactions in everything they do, meaning companies that are still sending blanket communications and documents will be left behind. Flexible delivery options with the smartest logic give you the freedom to select individual recipients for each document using predefined conditions. Choose your preferred delivery method or vendor to prompt recipients to view, sign, or store long-term.


4. Security and Compliance


Digital transformation provides tremendous benefits, but operating in the cloud can be daunting when it seems there’s a new story about a data breach every week. That’s why it’s absolutely imperative to choose a document generation platform that prioritizes the data security of both you and your customers. Look for a system that only transfers data over secure connections with SSL and firewalls and doesn’t save any of the information you send for merging. The best systems even allow security levels to be set on a per-document basis, requiring documents to be downloaded directly from a secure site (instead of an email) or requiring password protection for PDFs. For the health industry in particular, the safest and most reliable document generators will also acquire and maintain HIPAA compliance.


5. Data Capture and Dynamic Content


You need to be able to capture the right data—and then use it. A basic data capture tool can be used to collect information, then merge it with a document or online form. With the latest data in tow, dynamically customizing documents will allow you to create the most personalized experiences for your clients. And if your document generation solution has a dynamic content feature, you can create a single document, then use conditions to determine the individual sections to be used in the merged document.


Stay in Control


Sure, manually assembling each of the important documents your organization generates on a daily basis allows you to stay in the driver’s seat—but it also means spending hours of extra time completing menial tasks instead of innovating or growing your core business function. A number of tools exist today that make it easier to set up professional-looking documents. But not all of them are equipped with the right features to personalize with customer data, streamline the dFormsocument generation process, or keep your information secure.  

From contracts and proposals to applications and forms, Formstack Documents helps you streamline the document creation process, merge data easily, and deliver to the right recipient without hassle.

No business model can afford for its employees to waste time on manual processes, which is why Formstack Documents has native features that help you create customized documents faster, streamline your workflow, and get you back to business. Start a free trial today.


Never before has business moved as fast as it does today. Our devices allow us to connect quicker than ever, integrations save us time, and cloud-based tools give us easy access to what we need, when we need it. So when it comes to quickly sharing documents with your clients, doing it all manually is not only inconvenient—it’s detrimental to your business growth.

But not all document generation tools are created equal. What features should you be looking for to maximize productivity? The answer is those that will not only make your life easier, but get you back to your core business faster.

Regardless of what types of documents you typically create—legal agreements, training certificates, use policies, leases, or medical forms—your needs for efficient document generation are the same. The best document generation tools will include features like these:


1. Multiple File Format Options


Some industries prefer different file types. And varying situations call for tailored solutions. Whether you’re sending a document that’s meant to be modified (Word, Google Docs, Pages) or one that must remain intact (PDF, templates), you can’t be held back by converting or reformatting every time you want to share it with a client. Look for a document generator that has multiple customizable options for easy uploading, form filling, and resharing.


2. Integrations for Easy Data Routing


When things feel familiar, you move faster and have the reassurance of knowing it’s being done right. Document generators that allow you to merge data or integrate with the tools you use most make data routing easy and pain-free. With data from an app, CSV, or API integration locked and loaded, you can create multiple documents from a single feed based on predefined values. Plus, connecting your data allows you to tailor each document and interaction based on the recipient’s answers.


3. Flexible, Conditional Delivery Options

Customers today demand personalized interactions in everything they do, meaning companies that are still sending blanket communications and documents will be left behind. Flexible delivery options with the smartest logic give you the freedom to select individual recipients for each document using predefined conditions. Choose your preferred delivery method or vendor to prompt recipients to view, sign, or store long-term.


4. Security and Compliance


Digital transformation provides tremendous benefits, but operating in the cloud can be daunting when it seems there’s a new story about a data breach every week. That’s why it’s absolutely imperative to choose a document generation platform that prioritizes the data security of both you and your customers. Look for a system that only transfers data over secure connections with SSL and firewalls and doesn’t save any of the information you send for merging. The best systems even allow security levels to be set on a per-document basis, requiring documents to be downloaded directly from a secure site (instead of an email) or requiring password protection for PDFs. For the health industry in particular, the safest and most reliable document generators will also acquire and maintain HIPAA compliance.


5. Data Capture and Dynamic Content


You need to be able to capture the right data—and then use it. A basic data capture tool can be used to collect information, then merge it with a document or online form. With the latest data in tow, dynamically customizing documents will allow you to create the most personalized experiences for your clients. And if your document generation solution has a dynamic content feature, you can create a single document, then use conditions to determine the individual sections to be used in the merged document.


Stay in Control


Sure, manually assembling each of the important documents your organization generates on a daily basis allows you to stay in the driver’s seat—but it also means spending hours of extra time completing menial tasks instead of innovating or growing your core business function. A number of tools exist today that make it easier to set up professional-looking documents. But not all of them are equipped with the right features to personalize with customer data, streamline the dFormsocument generation process, or keep your information secure.  

From contracts and proposals to applications and forms, Formstack Documents helps you streamline the document creation process, merge data easily, and deliver to the right recipient without hassle.

No business model can afford for its employees to waste time on manual processes, which is why Formstack Documents has native features that help you create customized documents faster, streamline your workflow, and get you back to business. Start a free trial today.


Formstack
Formstack is a SaaS company with a mission to help organizations digitize what matters, automate workflows, and fix processes—all without code. A variety of team members come together to compile posts under Formstack's authorship.
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