Contracts from won deals
Connect
SPIRITT
DocuGenerateDocuGenerate
Documents generated on demand
SPIRITT merges your live data into DocuGenerate's Word templates to produce contracts, certificates, statements and letters, one at a time or by the thousand, then files every document and keeps templates current.
What you can do with DocuGenerate.
One template, thousands of files
Merge JSON or a CSV or Excel file into a template, combined into one file or returned as a set.
Finished files, every format
Output DOCX, PDF or PDF/A with attachments embedded and PDFs appended.
Templates and archives in order
Version templates, rename documents and remove outdated files on schedule.
Works with your other apps.
Get started in three steps.
01
Open your workspace
Start a SPIRITT workspace for the documents you produce.
02
Connect DocuGenerate
Add your DocuGenerate key so SPIRITT can use your templates.
03
Name the document and data
Point to the template and where the data lives. SPIRITT generates, files and sends every document.
Hand over a mission.
Choose a mission. Make it yours.
Put DocuGenerate to work.
Generate every document on time
Questions
DocuGenerate, with SPIRITT.
01What can SPIRITT do with DocuGenerate?+
Generate documents from your templates with JSON or spreadsheet data, combine or append PDFs, output DOCX, PDF or PDF/A, update templates, and list, rename and delete documents.
02Can it generate in bulk?+
Yes. One run merges a list of records or a CSV or Excel file, returning a set of documents or one combined file with page breaks.
03How are templates created?+
Templates are Word files in your DocuGenerate account. SPIRITT can write an updated Word file and upload it as a new template version.
04Can documents include other PDFs?+
Yes. PDFs can be embedded as attachments or appended after the generated content.
05Does it handle retention?+
Yes. SPIRITT lists documents per template and deletes those past your policy on a schedule.
06How do I get started with DocuGenerate?+
Open a SPIRITT workspace, connect DocuGenerate and name a template and data source. SPIRITT generates and delivers the documents.