Automatically generate essential documents like service reports, quotes, and more.
RoundInfinity’s Document Generation engine allows teams to create professional, compliant, and personalized documents on-demand—without manual formatting or data entry. Whether it’s a service report after a field visit, a sales quote for a lead, or an approval letter, documents are generated using templates and real-time workflow data.
Documents can be triggered automatically at specific workflow stages, shared instantly via email or WhatsApp, and stored in the user’s record for future reference. With customizable templates, branding options, and digital signatures, businesses can streamline documentation across every department.
How it Works
Template-Based Generation
Use pre-designed templates for quotes, invoices, reports, and letters—fully customizable with logos, fields, and formatting.
Auto-Population from Workflows
Populate documents with real-time data from service forms, customer profiles, or ticket inputs automatically.
Workflow-Triggered Creation
Generate and attach documents at specific steps like approvals, submissions, or completions.
Multi-Format Output
Export documents in PDF, DOCX, or HTML format, ready to send or store.
Instant Delivery Options
Send documents via email, WhatsApp, or in-app notifications with a single click.
Secure Storage & Access Logs
Auto-link generated documents to the user’s record and track every download or share.
Integration with External Systems
Sync generated documents with CRMs, ERPs, or cloud storage for cross-platform access.
Digital Signatures & Stamps
Enable auto-application of authorized signatures, timestamps, or official seals for approvals.
Document History & Audit Trail
Track who generated or modified a document and when, ensuring compliance and transparency.
Role-Based Access
Ensure only authorized users can generate, view, or edit specific document types.