Automated Word Document and PDF Generation

Automated Word Document and PDF Generation

Creating Word and PDF documents for clients and other business associates is a critical aspect of many businesses. Whether it be a quote for a prospective customer, a service agreement, a client record or even a purchase order, the process of generating and updating these documents can be a time consuming and error prone exercise.

A Common Problem
​It is common for a business to maintain a number of Word document templates that need to be manually adjusted each time a document needs to be created and sent out. In the case of a purchase order, the business may have already entered the purchase details into their internal systems. When the time comes for creating the purchase order as a PDF document, these details are then transcribed into the Word document template and then adjusted accordingly to suit each individual case before exporting to a PDF document.

Wouldn't it be great if this could be automated?

A Common Solution
Many businesses have realised the potential to improve the efficiency of generating PDF documents by incorporating software to automatically populate their document templates. Quite often though, this process involves converting existing Word document templates into HTML and CSS templates so that the software can produce a document with the desired layout. While the business has successfully automated the process of generating PDF documents, they have introduced a new ongoing cost of requiring a software developer to make changes to the templates if the layout changes.

The Ideal Solution
The preferred approach is to utilise the business' existing Word document templates and populate them directly without the need for HTML/CSS conversion. This means that how you see your document presented in Microsoft Word is how you will see it in the generated PDF. No longer will compromises need to be made due to possible limitations or rendering issues with HTML/CSS. It also enables anyone to adjust the layout without the need for a software developer to intervene.

If you would like to learn more about automating the creation of Word documents and PDF documents, contact the team at Qubisoft. We have successfully helped multiple businesses with their document conversion endeavours.

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