Document generation
Product sheets, quotes, certificates, and reports automatically generated from your own data. Always up to date, always on-brand.
Hundreds of product sheets that need to be updated manually every quarter, in three languages, and that look just a little different from your website.
Does this sound familiar?
Tell me what isn't working or what's taking up too much of your time, and I'll let you know what I would do and roughly what it would cost. You'll be speaking directly to me, not an account manager.
Document generation automatically creates product sheets, quotes, certificates, reports, and contracts from your own data. Always up to date, always on-brand, and always consistent in format. Work that is currently done manually in a word processor is handled by a generator in seconds, without errors.
When you need this
You create hundreds of product sheets that need to be updated every quarter. Quotes are created in Word from a template that exists in ten different versions. Certificates or reports are filled out manually for each client. Documents in three languages that have drifted apart. Or you send out PDFs that look different from your website because they were created by someone else.
What we build
A template in your brand style, built from fixed components and fields. One source: your CMS, Airtable, Xano, an ERP, or a form. A generator that merges the source and template into a PDF, including tables, images, and multilingual support. A button or a trigger: on demand from an admin panel, automatically upon a change, or via a link on the website. And storage and delivery: in a portal, via email, or as a download.
Where we've done it
For Mitsubishi Turbochargers & Engines we built a generator that creates spec sheets for hundreds of engine types based on product data, complete with technical tables and images, ready for dealers across Europe. Updating the data means updating all the sheets.
How we approach it
We start with an existing document and the source where the data resides. Then, we design the template so that it works for any number of lines and any language. We build the generator, test it with the most complex cases, and integrate it into the workflow where it belongs: an admin environment, a workflow or a portal.
Costs and timelines
A template with a generator typically takes one to three weeks to complete, for a fixed price. Additional templates are cheaper per unit, as the generator is already in place.
Who it's not for
If you only create a document a few times a year, manual work remains more cost-effective. And if your data isn't structured anywhere, that’s where you need to start: see data management systems.
Read more
Quotes that calculate themselves: quoting systems. The source for product sheets: PIM.
How can we help?
Cases
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Questions about
Document generation
How much does document generation cost?
A template with a generator usually takes one to three weeks, at a fixed price. Additional templates cost less per piece.
Which formats does document generation deliver?
In most cases, document generation delivers PDF. Word, Excel, or HTML is also possible if needed.
Can document generation be multilingual?
Yes, document generation can be multilingual. The template knows the languages, the data supplies the translations.
What happens in document generation if the data is incomplete?
Then the generator flags it and doesn't generate, or it fills in a default value. We agree on that per field.
Can we adjust the document template ourselves?
You adjust text and images yourself in the source where the data lives. We adjust the structure of the document template.