Automate document creation with template-based generation and digital signatures.
Automatically generate service reports, invoices, contracts, and structured documents. Round Infinity's Document Automation eliminates manual document creation by generating professional documents from templates with dynamic data.
Create templates for quotes, invoices, service reports, contracts, and certificates. Auto-populate with data from your Round Infinity business applications, apply branding, and deliver via email or portal. Support for digital signatures and document workflows.
Template Designer
Create document templates with merge fields and conditional content.
Auto-generation
Automatically generate documents triggered by workflows or events.
Dynamic Content
Populate templates with data from forms, databases, and integrations.
PDF Generation
Generate professional PDFs with custom branding and formatting.
Digital Signatures
Collect legally binding e-signatures on generated documents.
Document Library
Store and organize generated documents with version control.
Batch Generation
Generate multiple documents in bulk for mass distribution.
Email Delivery
Automatically send generated documents via email.
Custom Branding
Apply letterheads, logos, and brand guidelines to all documents.