DocGen
DocGen is a powerful document automation solution featuring key components like DocGen Engine, DocGen Portal, and Salesforce Connect.
What is DocGen?
DocGen helps organisations of all sizes generate professional, error-free documents in seconds — directly from the systems they already use.
It’s API-first and platform-agnostic, which means you can generate documents from Salesforce, custom apps, databases, spreadsheets, or any other system with open APIs.
Whether you need to generate a one-off contract or automate thousands of invoices per month, DocGen gives you everything you need.
Who It’s For
DocGen is built for teams across industries who regularly create documents and want to streamline the process:
Sales Teams
Automatically generate quotes, proposals, and contracts populated with CRM data. Close deals faster with one-click proposal packs and error-free contracts.
Legal Departments
Standardise and accelerate contract drafting. Use approved templates for NDAs, service agreements, and more, ensuring compliance and reducing manual review time.
HR Teams
Simplify hiring and onboarding. Instantly produce offer letters, HR policies, and onboarding packets personalised for each new employee with minimal effort.
Small Business Owners
Save precious time on routine paperwork. Create invoices, agreements, or reports at the press of a button, without needing a large staff to handle documentation.
For any team, function, or department, you can generate documents using your data, no matter where it is stored and eliminate the hassle of manual document creation!
What Can You Generate?
You name it. We can generate it. Here are some common document types:
Business Documents
Quotes, Contracts, Invoices, Order Confirmations, Price Lists, Reports, Service Agreements, Proposals, NDAs, Certificates, Application Forms
Marketing Collateral
Brochures, Flyers, Product Sheets, Catalogues
HR & Operations
Job Offers, Cover Letters, Appointment Letters, Onboarding Packs, Welcome Packs, Renewal Notices
Other Admin Docs
Meeting Summaries, Feedback Requests, Status Updates, Survey Invitations
DocGen can also generate content in HTML format to be used directly in emails like:
Order Confirmations
Welcome Emails and Thank You Messages
Renewal Reminders
Event Invitations
Application Acknowledgements
Payment Receipts
Newsletter Templates
Approval Notifications
Quote Summaries
Support Ticket Responses
Shipping Notifications
Onboarding Instructions
How it Works
From a user’s point of view:
Open a record (e.g. in Salesforce)
Click a button (e.g. “Generate Cover Letter”)
Receive the document – it’s auto-sent by email or shown in the UI
Or let it happen behind the scenes — fully automated document flows with no clicks required.
From an admin’s point of view:
Create a Word template with placeholders like {{FirstName}}
Upload the template into the Portal
It’s ready to go – no dev required
Why It Matters
Manual document creation is slow, error-prone, and costly. Document automation solves these challenges by letting software handle the heavy lifting. Here’s why businesses are embracing document automation:
Save Time & Boost Productivity
Automating document generation cuts down hours of work into minutes. Studies show it can reduce document processing times by up to 80%.
Reduce Errors & Improve Accuracy
No more mistakes from manual data entry. By pulling information directly from your data sources, automation ensures every document is accurate and consistent, resulting in up to 50% fewer errors.
Accelerate Sales & Approvals
Faster documents mean faster business. Automated proposals and contracts go out sooner, speeding up approval cycles by around 30%.
Ensure Consistency & Compliance
With templates and rules in place, every document follows your branding and legal standards automatically. You maintain a professional look and meet compliance requirements on every document, every time.
In short, DocGen helps you work smarter, not harder – eliminating paperwork bottlenecks that hold back your business.
Key Benefits of DocGen
What makes DocGen different from other document generation tools? We’ve built DocGen to deliver key advantages that address real-world business needs:
1
Unmatched Flexibility
DocGen is platform-agnostic and API-first, so it fits into any workflow. Generate documents from multiple data sources (CRM, databases, spreadsheets, or APIs) with ease – you’re not limited to one platform or one object. This flexibility means DocGen can handle complex scenarios that other tools can’t.
2
Ease of Use for Everyone
You don’t have to be a developer to use DocGen. Business users can design templates in familiar Microsoft Word by inserting simple placeholders (e.g., {{FirstName}} for a name). Our DocGen Portal provides a user-friendly interface to upload and manage templates, so non-technical team members can maintain document templates without IT help. (No proprietary editors or coding required!)
3
Powerful Dynamic Logic
Create intelligent templates that adapt to your data. DocGen supports dynamic content like conditional sections, repeating tables for line items, and even image or HTML data embedding. One template can handle many scenarios, reducing the need to maintain multiple versions. For example, include a custom clause only when a contract value is above a threshold, or loop through a list of products to build a quote table automatically.
4
Seamless Salesforce Integration
DocGen offers a native Salesforce integration via DocGen Connect, so Salesforce users can generate documents with one click directly from records. Unlike external tools that require clunky workarounds, DocGen works inside Salesforce as if it were a native feature – but with the full power of our engine behind the scenes. (If you’re not on Salesforce, no problem – our API lets you integrate with any other system just as easily.)
5
Enterprise-Grade & SMB-Friendly
Running on Microsoft Azure, DocGen is built to scale securely for enterprise demands, yet remains easy and affordable for small teams. You get enterprise-level document generation (high performance, reliable uptime, security) in a package that’s accessible to businesses of all sizes. No more complex setups or lengthy training – you’ll be up and running in no time.
ROI: DocGen vs Custom Code (e.g. Visualforce)
Some teams use custom code – like Visualforce – to generate documents. But it often creates a long-term headache:
Comparison
DocGen
Custom Code (e.g. Visualforce)
Setup Time
1–2 hours
(sometimes less)
Multiple days
Maintenance
Simple – edit template in Word
Painful – requires dev work
Flexibility
High – update templates easily
Low – every change needs coding
Risk of Breaking
Minimal – templating isolated
High – code can break with small changes
Skills Needed
Business user friendly
Developer required
Scalability
Easily handles multiple formats
Difficult to scale
Costs Over Time
Predictable
Increases with every change
In short, DocGen saves time, reduces technical debt, and puts control in the hands of business users. You’ll launch faster and spend far less on maintenance.
Built-in AI Features
DocGen includes AI smarts to level up your automation:
StartAIPrompt / EndAIPrompt
Add prompts to your template to dynamically populate content using ChatGPT.
Email Content Generation
Automatically generate email body text based on the document data.
Content Analysis
Analyse generated documents for tone, risk, sentiment, and more. For example, check the risk level of all your contracts and take action against the riskiest ones
AI-generated Document Content
Users can now simply input prompts into their templates and instantly receive AI-generated content from OpenAI directly in their documents.
AI-generated Email Content
Similarly, users can provide a prompt via API and have AI-generated text inserted into their email body. This can be the entire email or specific paragraphs, depending on the setup in SendGrid.
DocGen vs. Other Solutions
How does DocGen stack up against popular alternatives? Below is a quick feature comparison highlighting what sets DocGen apart:
Feature
DocGen
(API-First)
Conga
Composer
PandaDoc
DocuSign
Gen
API-first, use in any app
Yes – full REST API for any platform or workflow
Limited (mostly Salesforce-centric)
Partial
(API available, primarily a standalone app)
No (Salesforce only)
Merge data from
multiple sources
Yes – combine data from any number of sources
Yes – within Salesforce
(via multiple queries)
Limited to single CRM record (plus line items)
Limited to Salesforce record data
Dynamic logic & conditional content
Yes – advanced conditional fields, loops, calculations
Yes – within Salesforce
(via multiple queries)
Limited (basic conditional fields)
Limited (basic conditions)
Template design flexibility
Use existing Word templates with all Word features
Use Word templates
(with add-in or tags)
Must use PandaDoc’s editor (recreate templates)
Must use DocuSign template builder (recreate templates)
Ease of setup &
administration
Easy – intuitive portal, minimal coding
Complex – steep learning curve, many parameters
Moderate – easy UI but limited customization
Moderate – Salesforce config required, some limitations
Salesforce integration
Yes – native Lightning component
(DocGen Connect)
Yes – native (requires Conga package)
Yes – via integration (opens PandaDoc UI)
Yes – native (DocuSign managed package)
Built-in eSignature
Yes, includes eSignature, but can also integrate with any e-signature service you choose
Add-on (Conga Sign sold separately)
Yes – includes eSign capabilities
Yes – built-in (via DocuSign)
Pricing model
Flat rate (£5k/year) + £25/user (all features included)
Per-user licensing (often high cost, add-ons extra)
Per-user subscription (tiered plans)
Requires DocuSign subscription + add-ons for generation
The bottom line: DocGen gives you more power and less hassle compared to one-size-fits-all solutions like Conga, PandaDoc, or DocuSign.
Additional Components List
PDF Generator
Produces polished PDF outputs directly from your templates.
Excel Generator
Excel Generator Outputs data-rich Excel files when needed.
Email Engine
Email Engine Generates and sends HTML-formatted or attachment-based emails.
Template Versioning
Template Versioning Manage versions of templates easily in the portal.
Document Archive
Optionally store generated documents for access and audit.
AI Toolkit
ChatGPT integration (prompts, content generation, analysis).
Security & Access Control
Role-based permissions and template access.
Use Case Examples
DocGen can automate virtually any document process. Here are a few examples of how customers are using DocGen today:
Sales Contracts & Proposals
A sales rep closes deals faster by clicking a “Generate Contract” button in Salesforce. DocGen instantly produces a tailored contract PDF with all the deal’s details merged in (client info, product line-items, pricing, terms). No more hunting for the right template or manually updating terms – the rep sends out the contract for signature within minutes of the verbal agreement.
Legal Agreements & NDAs
A legal team maintains a library of up-to-date templates for NDAs and service agreements. When a new agreement is needed, staff simply select the template and client record, and DocGen produces a ready-to-send document with all the correct legal language. This ensures every contract is consistent with Legal’s standards and nothing gets accidentally omitted.
HR Offer Letters & Onboarding Packs
An HR manager uses DocGen to generate personalized offer letter packets. With one action, DocGen creates a Word document containing the offer letter, employment contract, and policy acknowledgments for a new hire – already filled in with the employee’s name, role, salary, and start date. The HR team can send out polished, error-free onboarding docs without spending hours on paperwork.
Invoices & Reports for Small Businesses
A small business owner integrates DocGen with their accounting system. At the end of each month, DocGen automatically pulls invoice data from a spreadsheet and generates professional invoices for all customers in one batch. What used to take a full day of manual editing now happens in seconds, and customers get their invoices faster.
AI-generated Document Content
Quickly create personalized sales proposals or executive summaries by typing a simple prompt such as “Summarize key selling points for financial services clients”.
Also, you can generate detailed product descriptions or FAQs automatically, significantly reducing content production time.
AI-generated Email Content
Instantly draft personalized customer outreach emails by prompting “Create a friendly follow-up email after demo,” enhancing customer engagement without extra manual effort. Automatically craft professional, context-aware email responses to frequently asked customer questions, improving response time and consistency.
Core Components of DocGen
DocGen is a complete platform composed of three core components that work together:
DocGen Engine
The heart of the platform: an API-driven document generation engine. The DocGen Engine takes your template and data (for example, in JSON or XML format) and merges them to produce the final document (Word or PDF). It runs in the cloud (Azure) for high performance and reliability. Developers can integrate this engine into any application or workflow via REST API.
DocGen Portal
A web-based administration and management console for your templates and documents. The Portal lets you upload new templates, organize them by category, test merges, and manage generated documents. It’s designed so that business users or admins can control templates without needing developer intervention. Think of it as the user-friendly front-end to the DocGen Engine.
DocGen Connect
Connectors to where your data is stored. For example, DocGen Salesforce Connect, a native Salesforce integration (managed package) that bridges Salesforce and the DocGen Engine. DocGen Connect allows Salesforce users to generate documents from within Salesforce records seamlessly. It packages Salesforce data (from standard or custom objects) and sends it securely to the DocGen Engine, then retrieves the merged document back to the user – all with a simple button click or automated workflow in Salesforce.
Together, these components provide a robust yet easy-to-use document automation solution. Use the DocGen Engine API to integrate with any system, the DocGen Portal to empower your team in managing templates, and DocGen Connect to bring powerful document generation into your CRM.
Pricing
We offer simple, transparent pricing with flexible options:
Starter Tier – £1,500/year or £133/month
Includes:
- DocGen Engine + Portal + Connect
- 500 documents a month per company & rollover (Word Document output only)
- AI features (e.g. StartAIPrompt, email generation)
- Additional Documents: 20p per document
Pro Tier – £3,000/year or £266/month
Everything in Starter, plus:
- 3,000 documents a month per company & rollover (Word Document, PDF, email output)
- Built-in PDF generation engine
- AI features
- Additional Documents: 15p per document
Enterprise Tier – £5,000/year or £450/month
Everything in Pro, plus:
- 10,000 documents a month per company & rollover (Word Document, PDF, email output)
- Email sender (HTML or attachment options)
- AI features
- Additional Documents: 5p per document
Why DocGen?
API-first and fully integrable with your tech stack
Works with any data source – CRM, ERP, databases, spreadsheets
Flexible output formats – Word, PDF, Excel, Email
Designed for non-developers – build templates in Word
Native Salesforce experience with DocGen Connect
Azure-hosted, secure, and scalable
AI-powered, out of the box
What Our Clients Say
Salesforce Admin
“We replaced complex Visualforce templates with Word-based ones in under a day. Now our teams can manage everything themselves — securely, reliably, and with full audit control. DocGen saves us hours every month.”
Sales Operations Manager
“DocGen changed how we work. I can generate polished contracts, quotes, and emails in seconds. No waiting on devs, no errors. It’s like having my own personal document assistant.”
Academic Publisher
“We used to spend hours manually creating insertion orders for every campaign. With DocGen, it’s instant. We just select the advertising record in Salesforce and everything, client info, ad specs, dates, pricing , is pulled in perfectly. It’s faster, cleaner, and frees us up to focus on the day job.”
Read Success Stories
Secure, scalable, and trusted.
DocGen is built with security at its core, because we know how critical your documents are. From authentication to data protection, we use enterprise-grade practices to ensure your information stays safe.
JWT-Based Authentication
Enterprise-Grade Data Protection
Compliance & Best Practices
Template and Document Access Control
Designed for Your Stack
Learn about DocGen’s Security
See DocGen in Action
Ready to transform the way your organisation creates documents? Contact us to schedule a personalised demo and see how DocGen can streamline your workflow.