Quickly automate the consolidation and generation of documents. No paper or manual data entry needed.
Generate multiple documents from a single data source, or combine several documents into one, streamlined file.
Kick off your document workflows by creating a document in our document builder or uploading your own files.
Step 1: Start by uploading your own PDF, Word, Excel, or PowerPoint file, using a pre-built template, or building a document from scratch in our builder. Add merge fields to your document as needed.
Step 2: After your documents are built or uploaded, go to the Data Routing tab. Choose the documents you’d like to send data to and set up your logic rules. If you’d like to combine documents together, check the Include in Combined PDF box.
Step 3: Choose how you’d like your document/s to be delivered by going to the Deliver tab. You can have documents delivered via email or sent to a variety of apps, including CRMs and document storage systems.
To learn more about setup, please read these help articles.