Capabilities of document generation software in 2023
If you are a programmer, you might be looking for a way to make the people who use the program you made more productive. One of the most effective best practices is to use software for document automation, which makes it easy and quick to make electronic documents.
What is document automation software?
Document automation is the process of making electronic documents, either from scratch or using templates that have already been made. You can save a lot of time with this method by making your business processes and workflows more efficient. With the help of special software tools, you can make different kinds of electronic files, change and edit them, and manage them according to your needs.
With document automation software, you can make templates that can be changed. Then, these templates can be used to make contracts, agreements, questionnaires, proposals, reports, and many other types of documents automatically. Few changes are needed to make these kinds of files, and they can be used for almost anything in a matter of minutes.
Why Document Automation Will Benefit Your Business?
If you are able to automate the generation of documents, you will discover a few perks that will have an impact on many different aspects of your company. Some advantages include the following:
- Making it less likely that staff members will make mistakes.
- Less time spent making documents and more time getting things done.
- Keeping the work you do consistent and the same.
- Better organized document management.
- Documents that have to do with customers should look professional.
How Do Document Generation Platforms Work? Document Generation API Overview
The application programming interface for document generation is a cloud-based service that lets automated document rendering be added to web solutions that are already in place. An application programming interface (API), which controls the connections between your platform and the server, is needed to make documents with their own layouts and fields.
Even though PDF rendering programs can make documents in different formats like Excel, Microsoft Word, Docs, and so on, the PDF format is used by far the most.
In this part of the business world, it must be done for all formal communications, claims, requests, and agreements.
PDF is also very secure and can be used in many different ways. Because of this, the vast majority of APIs for applications that make documents turn HTML data sources into PDF documents. If you need an application programming interface (API) to automate the creation of documents, you may also need an HTML-to-PDF converter.
APIs give you a degree of flexibility that isn’t quite as good as custom functionality. Even so, they have all of the parts needed for document management automation to work well. You have control over how documents are handled, and with a few simple settings, you can change how documents look.
But when it comes to choosing a platform for document generation, you have a lot of options in terms of features and functions.
Creating the ability to create documents from scratch takes a lot of work and can be very costly.
You will need to hire software engineers, keep the document rendering functionality up to date, and cover the whole software development life cycle.
When faced with such problems, the best thing to do is to use the services of a third-party API document generator. It is easy to set up, doesn’t hurt security, and doesn’t cost much.
Now, before you decide which platform to use to make documents, consider the following points.
1. What document formats do you need (PDF, HTML, etc.)?
API documentation generators can take different forms. You can choose to turn HTML into Excel or make text documents. But most people choose to change HTML to PDF.
If the documents are changed to PDF format, users will be able to download official messages, sign them digitally, and keep them on file. PDFs offer an extra high level of security and look just as good when printed as they do online.
It is important to look for API PDF generators when looking for an API documentation generator.
2. Choose an API PDF generator with document customization
Standard document conversion solutions don’t offer the level of document changes that are needed for web platforms. They don’t do anything else to the file besides change its format.
So, if you run an eCommerce business, for example, you should choose an API PDF generator that has a template editor and a lot of ways to customize the PDFs.
You should also be able to use the software to make headers and footers, and change page numbers, margins, sizes, and other settings.
It is important to automate different kinds of documents and change PDF templates to fit the needs of your business and operations.
3. Support for automatic deletion
API documentation generators like Inkit Render can be used to get more features for managing documents.
They make it possible for API developers to retrieve documents in more than one way. Customers can download the files once the PDF documents have been made. This is the result. PDFs can be saved locally or printed out to be used with paper-based programs.
When you use good API PDF generators, you will also be able to choose the time when the program that makes copies of files will automatically delete them. This option is very helpful if you are in charge of managing documents that need to be kept for a certain amount of time.