Template-based document generation makes your business much faster. You don’t need to manually compile and format every document before sending it. Instead, you can utilize automatic document generation tools to render custom PDFs in real-time. Such software fills out various templates with personalized information from databases to create docs that are ready for use.
Automated PDF generation is suitable for creating documents of many kinds. Invoices, cash receipts, agreements, test results, utility bills are just a few of them. Basically, any document that has a standard format and is delivered in large volumes should be automated.
This article lists document templates you should consider for automated PDF generation. Discover top popular PDF templates and how to use automatic document generation tools.
What Is Automated PDF Generation from Templates?
Template-based document generation is the process during which automatic document generation tools insert information into template document fields. They retrieve the necessary details from a connected database, CRM system, or another source to automatically enter them and generate PDF documents. Although Microsoft Word documents are also popular for automated document creation, PDF format dominates. PDF files are considered an industry standard in many fields, including healthcare, finances, e-commerce, or utilities. PDF generated documents enable electronic signature and limited access required for security.
PDF automatic document generation tools fall into several categories. There are browser-based solutions with limited capabilities and PDF generation APIs that do everything automatically. If you have a web platform creating PDFs, we recommend using a REST API. API calls allow you to fully automate the document generation process and make it an embedded feature in your systems. After a quick API integration, your software will run template-based document generation independently.
Document Generation API: Definition, Functionality, Integration, and Uses
Benefits of Template-Based Document Generation
If you hesitate to implement template-based document generation, here are some convincing reasons to do it. Automated PDF generation streamlines your business operations, expands the web platform functionality, and brings other benefits.
Better organized document management
The use of template-based document generation gives you more control over document processing and customer communications. You can organize and filter documents in automatic document generation tools to quickly access the desired files.
Customer communications look more professional
When you generate PDFs from templates, you have a definite style. You can add your corporate logo, follow the same styling and formatting rules, and customize fonts. It adds authority to your customer communications and docs.
More documents in less time
Automated PDF generation speeds up document processing. When you connect template-based document generation through an API, the software automatically creates, stores, and retrieves files. It allows you to manage high volumes of documents faster.
Software scalability
By automating PDF generation with an API, you can easily switch between different document processing volumes. If one day you need to manage 10x more PDFs, there should be no problem. You just switch to a more advanced plan, and that’s it.
The use of templates and automatic document generation tools also reduce the risk of human error in automatically generated PDFs. The document generation software fully automates PDF rendering, which means higher accuracy and reliability.
13 Popular Document Templates for Automated PDF Generation
In some fields, automated PDF generation is essential. Hence, we have categorized these 13 popular document templates into several categories by industry and use.
Financial Documents
#1. Invoices and bills
Invoices are among the core documents suitable for automated document generation. First, every business and organization uses them. Second, the volume of invoicing is tremendous and requires optimization.
Find invoice templates here.
#2. Cash receipts
Cash receipts confirm the amount of cash received in a transaction. They record who sent money to whom, how much they paid and still owe. It makes a cash receipt template a universal choice for all industries managing transactions.
Find cash receipts templates here.
#3. Financial Statements
PDF financial statements are used in web-based financial portals to inform users about their financial activities. They summarize revenue, expenses, assets, liabilities of a business, organization, or person. Financial statements are fundamental in the financial and banking industries.
Find financial statement templates here.
