Document Generation Software Resources
Glossary Terms, Discussions, and Reports to expand your knowledge on Document Generation Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find feature definitions, discussions from users like you, and reports from industry data.
Document Generation Software Glossary Terms
Records management is the process of storing, organizing, and managing company information. Learn how it contributes to an organization’s overall success.
A document builder is a software application that is used to create text-based documents.
Document Generation Software Discussions
Hello DocuGen team! We recently signed up for DocuGen and it's been great! I was wondering if you had an e-signature feature or tips on how we can send a DocuGen generated document for signature? Also, is it possible to automate certain instances when a document is generated without having to do it manually each time? For example when a quote is approved and we need to issue an invoice? Thanks a lot!
We would like to gather our framework contracts in Oneflow. To easy share it with the organization and also set reminders for price adjusting and extending of contracts. However we find Oneflow lacking a lot. It's for example not possible to set an exact date for reminders (and change them after), the overwiew is not good and also we do not manage to add appendices after uploading the first time. How do you use Oneflow for this purpuse?
I'd like to extract old content and save it for potential use but not leave it in RFP 360 as it seems too provide too much content which isn't current.