Exacto
Exacto is a document automation software that allows users to easily create templates and merge data to generate customized documents. It has features for managing templates, inserting fields for data merge, and bulk generating documents.
templates
data-merge
document-generation
Exacto: Document Automation Software
Automate document creation with Exacto's intuitive template management and data merge features, ideal for businesses needing customized documents quickly.
What is Exacto?
Exacto is a user-friendly document automation and reporting software solution designed to help teams streamline document-related processes. With Exacto, you can:
- Create templates for proposals, contracts, reports, letters, and more using an intuitive drag-and-drop editor.
- Insert merge fields to personalize documents with data from CSV files, databases, or other sources.
- Automate document generation for individuals or bulk outputs.
- Manage templates and generated documents within the software system.
- Collaborate with team members for template creation and review.
- Integrate with popular applications like Salesforce, Marketo, and others.
- Track document generation analytics to optimize templates.
Key benefits of Exacto include increasing document accuracy by eliminating manual work, enhancing branding consistency with templates, improving staff productivity through automation, and providing audit trails for generated documents. With robust document merge and automation capabilites, Exacto is an easy-to-use solution to create, manage, and distribute customized documents at scale.
Exacto Features
Features
- Template creation and management
- Data field insertion for mail merge
- Bulk document generation
- Collaboration tools
- Version control
- Integration with databases and APIs
- Conditional logic and calculations
- Document assembly
Pricing
- Freemium
- Subscription-Based
Pros
Saves time by automating repetitive document creation
Improves accuracy by eliminating manual work
Allows easy customization of documents
Centralizes templates for consistency
Scales for high-volume document output
Cons
Can have a steep learning curve
Limited free version
May require IT involvement for setup and integration
Not ideal for complex conditional documents
Features may be too complex for basic needs
Official Links
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