Automated Document Generation

Product

Forms2Docs is cloud-based, enterprise document automation software that transforms how businesses create, manage, and electronically sign important documents such as agreements, statements of work, inspections, and proposals. The automated document generation and configuration software allows less knowledgeable users to create accurate documents lightning fast, from anywhere, by simply filling out user-friendly forms.

“Our company needed an improved way for our clients to easily enter their annual tax information and automatically generate a multipage Tax Organizer document. Forms2Docs has been the best document automation software to do this and more. Our clients are no longer frustrated with the cumbersome and non-web-based Excel spreadsheet we had been using. Ron and his team were terrific to work with!”

Dan Duncan, CPA, Tax Principal

CDH Corporation

Forms2Docs Features

Our standard unlimited user pricing means you can extend the automated document generation capabilities to whomever you choose - both internal and external users.

Configure PDF and Word documents by simply filling out your custom, rule-based forms

Use on PCs, Macs, tablets, and smartphones with only web browser

Search and filter on attributes to find documents in the configuration software

Store, edit, and copy documents as needed in the configuration software

Upload related files to documents produced by automated document generation

Process documents by using statuses and user permissions

Allow select users to view and edit other users’ documents

Pre-register users or allow your users to self-register

Multilingual functionality allows users to use Forms2Docs in other languages

Users can fill out forms in their native language while the document can be generated in English

Secure AWS Cloud Hosting

Two Factor Authentication (2FA) option

Ready to get started?

Sign up for a live online demo or contact us