Speaker 1: Document generation software allows users to generate, customize, edit, and produce data-driven documents. These platforms can work as PDF creators and document generators that pull data from third-party sources into templates. Documents created through these products range in functionality and can include reports, forms, proposals, legal documentation, notes, and contracts, among others. In this video, we'll look at the best document generation and automation software sorted by their best industry and use case applications. Let's get started. 1. JotForm PDF Editor The clue to JotForm's base functionality is in the name, Form. Upwards of 15 million-plus users have received more than 1 billion Form submissions since the company launched in 2006. But the easy-to-use Form Builder isn't just a data collection tool. You can also use it to streamline workflows and, you guessed it, automate the creation of documents. With JotForm PDF Editor, you can automatically transform collected Form responses into professional, secure PDF documents to share with colleagues and customers. It's easy to create a polished PDF document with JotForm's drag-and-drop editing tools and 1,200-plus ready-made templates that you can customize to match your brand. You can use JotForm PDF Editor to instantly turn collected data into contracts, invoices, inspection reports, proposals for potential clients, or any other type of document you could ever need, all in the same digital workspace. Perhaps best of all, JotForm PDF Editor is free, and it always will be. It's also free to create a JotForm account. This makes JotForm's PDF Editor perfect for those who want to create secure, professional PDF documents quickly but also want a depth of features that can handle your future document automation needs. If this sounds appealing, below this video is a link to JotForm's completely free plan. 2. Doxy Doxy is a robust and powerful platform that allows you to create, manage, design, and publish every aspect of product documentation and knowledge-based portals. The platform offers collaboration capabilities that allow users to work together, assign tasks, and comment on documentation as it's written. User roles and permissions allow granular control over data access, and all changes in Doxy are timestamps so you'll know what your users are doing and where they are making changes. Doxy supports an unlimited number of versions and translations using its AI-powered Ghost Translator, offering a high level of accuracy with translating docs. The software provides universal search functionality across all documents and workspaces, as well as numerous plugins that enable versatile and dynamic online documentation. In addition, Doxy also offers a feedback tool called Vocally that allows you to collect text feedback and record user-side interaction videos, helping you iterate and improve your documentation. Below this video is a link to Doxy's completely free plan with one public and one private knowledge base, custom domain, and unlimited articles. 3. Monday.com With Monday.com WorkOS, you can create, store, and manage all documents and forms in one place. The platform lets you automate document creation and approvals to increase efficiency and minimize errors, share and collaborate on documents in real-time, and maximize security by centralizing them in one place. You can track and review past edits through document research and standardized document processes to keep everyone on your team on the same page. Monday allows for efficient document management in a collaborative workspace. Some of Monday's other key features include customizable workflow templates to manage anything your way, time tracking to meet important deadlines, automations to eliminate manual work, and dashboards to gain valuable insights and know where things stand at a glance. Users can also use Monday.com industry-specific products, Monday Marketer, Monday Sales CRM, Monday Dev, and Monday Work Management all built on top of the WorkOS. Plus, Monday.com offers a 14-day free trial where no credit card is required. 4. Templify Templify is a cloud-based template management system designed specifically to manage, dynamically update, and share business document templates and brand assets throughout your organization. The solution is useful mostly for large multinational enterprises, with many employees handling thousands of documents daily. It's a smart technology that has the flexibility to integrate into existing document ecosystems whether on-premise or already in the cloud, and it's fully customizable to fit your business needs. With Templify, you have access to one central repository where all templates and document assets can be updated and accessed instantly for easy distribution and management with a guaranteed brand and legal compliance. When creating documents, templates are dynamically inserted with relevant personal and company information for employees working from multiple offices and under different brands as required. All company assets undergo automated checks, which detect obsolete and outdated content and visual assets, allowing employees to reuse old documents safely. Updated content is instantly available for all employees in any location as all templates are stored and shared through the cloud. Mobile and tablet compatibility means that users have access to templates while on the move, both online and offline. Templify also offers email signature management to securely manage enterprise email signatures. It operates within the enterprise security walls, allows multiple profiles per user, and is not reliant solely on the account director for updates. 5. PandaDoc Over 40,000 customers use PandaDoc's all-in-one document automation software to streamline the process to create, approve, and e-sign proposals, quotes, and contracts. With PandaDoc, you can quickly create proposals, quotes, and contracts from pre-built templates, content marketing, and customer data from your CRM. Gain access to a library of 400-plus templates that are ready to go. The platform lets you stand out from the crowd with stunning, effective sales documents with custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed. You can distribute your content by teams, departments, projects, or specific groups of people with its WorkSpaces feature. You can even organize your content by folders or with tags. The platform includes robust CPQ functionality, include dynamic pricing tables inside of your documents, and auto-calculate discounts, taxes, and margins with little effort. 6. SignNow SignNow is an electronic signature that enables businesses to be conducted anywhere, anytime, on any device. SignNow provides a no-code, multi-cloud document generation platform that lets you connect document templates to single or multiple data sources using no-code Airslave bots. Generate modifiable documents or PDFs with fillable fields, redline, comment on, and track changes until a document is ready for e-signing. Transform any Docx or PDF into a document generation template by adding a custom combination of tags and fillable fields. You can also create a new template from scratch with the Airslate no-code drag-and-drop editor. Use no-code bots to integrate templates with any system of record or cloud app. Automate populating templates with data from any system of record. Once templates have been filled in, you can update the original record or create a new one in a different system of record using extracted data. Automate workflows with easy-to-configure bots. From document generation and workflow routing to sending reminders, any workflow can be configured in minutes. No need to code APIs to integrate additional services. SignNow offers the best ROI for SBM and mid-market thanks to its intuitive UI, transparent pricing, flexible configuration, and ease of API integrations. 7. Legal Templates So you need a legal document. You could go to a lawyer or you can use legal templates. They can both help you create hundreds of different documents, and both will be created by a lawyer. If you're lucky, a traditional lawyer will get to your documents in days or weeks, but you can create a legal document on legal templates in minutes. The step-by-step document creator takes you through the whole process of ensuring that you're going to generate a legally binding document. All you have to do is choose your legal form, select your state, fill in the blanks, and sign. Your information is 100% secured and private, guaranteed. It's that easy to get a legal document created by a lawyer with legal templates. So why pay a lawyer hundreds or even thousands of dollars to put together a document when legal templates is free to try? So these are the best document generation software available on the market. We hope this list will help you choose the right software for your business. If you are undecided about which tool to choose, in the video descriptions you'll find free trials and the latest discounts to all of these platforms. So I highly recommend checking them out and doing your own research to see which platform suits your needs best. Thanks for watching and see you in the next video.