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Finding The Right Document Generation Software

Any company of size with plans for document distribution from data reports to customer letters needs a way to manage the process

. There used to be a need for entire departments of people who did this forty hours a week. Thankfully that is a thing of the past and document generation software is the future. No longer is the time consuming and often tedious process of manually creating documents necessary.

Document generation in a nutshell is the creation of a template that will automatically populate a document with the data you need. Here are some key things to look for when searching for document generation software.

The most important thing to look for when researching document generation software is how easy it is to setup and use. If it requires a rocket scientist just to install it then more than likely it won't be easy to use either. The sign of a good piece of document generation software is that it incorporates into software that your workforce is already accustomed to, such as the Microsoft Office Suite. Some software installs itself directly into your favorite software. An example is the ability to create a document in Word, then easily publish the document as a template ready for your software to be populated with the click of a button.

Another attractive feature of a good document or reporting suite is being able to save multiple versions of your document templates. Sometimes you need to make small incremental changes to your documentation, and you want to save each change so that you can revert back to a previous version if the need should arise. You can store multiple versions that will allow you to combine or separate them to suit the needs your currently have.


Some software is capable of gathering data from multiple sources. You may need a document that can retrieve figures and statistics from a spreadsheet and then combine the information. The ability to display and manipulate data from multiple data sources is a very useful and convenient feature.


Document generation software can also help you distribute your reports and documents after they have been generated. Some software suites have the capability to prepare mass mailings that can be sent out, and some even email documents to their intended audiences. If you have problems communicating data to multiple recipients, add this time saving feature to your list of wants.

A very attractive feature to some is the ability for multiple users to collaborate on the documents. Some newer document generation software has the ability to integrate into your network so that multiple users can collaborate on the creation of documentation and reports. Some even integrate with popular software such as Microsoft SharePoint.

Software that can handle your document generation is an invaluable tool. Especially those that face the overwhelming task of providing large amounts of information to a large group. Make sure when to find a software that will fit all your needs. Good document generation software should be easy to use, integrate seamlessly into your existing network environment, provide document version control, display data from multiple data sources in the same document, be able to automatically distribute documentation, and provide a place for multiple users to collaborate on documents. If you find several options that fit, then narrow down by what fits into your budget and any that offer extras that would easily fit into your business. No longer do you have to wait on your report to come back from the typing pool. You can then reliably do all your own document generation.

by: Scott Duglase
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