What is EDocGen?
EDocGen is a flexible document generation and automation platform designed to help sales, legal, and other teams quickly create customized documents. With EDocGen, users can:
- Build reusable templates for proposals, contracts, NDAs, and other documents using merge fields, conditional logic, scripts, and more to automate formatting and personalization.
- Connect to CRM, ERP, eSignature tools, and other systems to automatically pull data into documents.
- Give staff self-service access to templates through the EDocGen Portal for on-demand document generation.
- Track document generation analytics like revision history, approvals, and delivery receipts.
- Collaborate with other users to review, approve, sign, and route documents for processing.
- Integrate with popular productivity tools like Microsoft Office and Google Workspace to edit templates.
Some key benefits users can expect from EDocGen include increased sales productivity from faster proposal creation, reduced risk and improved compliance using clause libraries and automation in contracts, and overall streamlining of repetitive administrative document processes. With robust integrations and open API, EDocGen adapts to many industry verticals and systems.