Documentation Automation Software

Documentation automation software reduces the drafting time of highly formalized documents (e.g., financial statements, invoices, government forms, employment contracts) by employing reusable document templates that leverage conditional logic and connected data sources. Documentation automation software integrates with OCR, DMS, CRM software, etc. The implementation costs of platform-based documentation automation solutions are around $30,000 – $50,000. 

Documentation Automation Software: Key Functionality

Based on Edvenswa's experience in similar projects, our consultants have outlined the core features of documentation automation software.

Template Creation & Management
Document Generation & Management
Document Output & Distribution
Document Security & Compliance

Recommended Integrations for Documentation Automation Software

Edvenswa recommends integrating documentation automation software with third-party software and data sources to enable auto-population of intelligent templates with relevant data, fully automate document life cycle, extract data from PDF documents, and more.

+ Data Sources

(CRM, ERP, DMS, and HR systems, databases, email services, etc.) To enable auto-population of intelligent templates with relevant data. For example, integration with CRM allows automatically populate templates for contracts and sales proposals with customer data (e.g., names, legal addresses). 


To fully automate a document life cycle from creation to e-signing due to intelligent templates of documentation automation software and workflow capabilities of DMS.

+ BI

To build visualized reports on the use of automatically generated documentation (e.g., number of approved/rejected/pending documents, document flow by department) in BI software to evaluate the efficiency of documentation automation software.


To convert scanned documents into readable formats like PDF and extract data from them into intelligent templates.

Documentation Automation Success Factors

Based on Edvenswa's ample experience in software development, we've defined the key factors, which if covered, help maximize ROI of documentation automation software.

Easy Integration

With data sources (e.g., CRM, ERP, HR system, databases, email services) from which business data is extracted into intelligent document templates. 

No-code document template editor

To enable even non-technical users to create intelligent document templates.

Mobile and offline access

To allow users to generate documents at any time, at any place, using any device and without dependence on the Internet connection. 

Strong security features

To comply with governmental and industry-specific regulations like GDPR, SOX, GLBA, HIPAA, and more.

Platforms We Recommend

Edvenswa doesn't recommend open source options for large enterprises and organizations from highly regulated industries like healthcare. They may lack important features like multilingual support and an e-signature workflow and are less likely to meet the required government and industry-specific compliance regulations. As for commercial products, we recommend the following feature-rich and the most used ones:

Documentation Automation Software Implementation by Edvenswa

Experienced in developing document management software, Edvenswa provides consultancy and implements solutions for automated document generation.

Documentation Automation Software Consulting
Documentation Automation Software Implementation