What is Omnidocs Create
Automated document generation
With Omnidocs Create, we remove the obstacles hindering efficient, compliant, and structured document generation.
It is a powerful document generation tool designed to integrate seamlessly into business processes. By retrieves data directly from your systems and platforms, and automatically populating pre-defined templates it enables you to eliminate manual entry, reduce errors, and accelerate workflows.
Product definition
What is Omnidocs Create
Omnidocs Create (Create) is a document generation solution that enables seamless and efficient creation of casework, letters, agreements, proposals, reports, and more. It retrieves data directly from your systems and platforms, automatically populating pre-defined templates to eliminate manual entry, reduce errors, and accelerate workflows.
With just a few clicks, you can generate Word, PowerPoint, Excel, HTML or PDF files ensuring brand consistency, data accuracy, and significantly cutting down the time spent on documentation, administration, and reporting.
A powerful document generation tool
Omnidocs Create is designed to integrate seamlessly into business processes.
It was built to solve two key challenges and offers to defined workflows to solve them.
Customer communication
Empowering case managers and professionals to generate structured, on-brand letters and client documents directly from their CRM, ERP, or document management systems. Seamless integration ensures efficiency and compliance while keeping communication fast and flexible.
Data-driven reporting
Automating complex reports by pulling data from integrated sources, eliminating manual document creation and outdated hardcoded solutions. Create ensures reports are accurate, compliant, and easily adaptable to changing business needs.
Our workflows to suit your document needs
Active workflow
This process gives you control over elements that require customization, guiding you through form a series of conditional questions where each choice shapes the final document. Key data, and standardized content and elements are auto-inserted into the template so updating is easy.
Ideal for cases where manual input is crucial in creating tailored documents.
Silent workflow
For maximum efficiency, this process is fully-automated, meaning that documents are produced, complete and business-ready with the push of a button. Once triggered, via a CRM, ERP, or other system, the document is generated instantly using pre-defined business logic and data, and applied to pre-set templates and visuals, no other user actions needed.
Best for high-volume, standardized documents.
A need for better document generation
Why we built Omnidocs Create
For years, we helped organizations optimize document workflows with existing document generation tools. These solutions worked well for ad hoc document needs, leveraging strong template management and distribution. However, when it came to documents tied to structured processes where content, compliance, and integration mattered existing solutions fell short.
Many platforms lacked the flexibility to balance admin control with a smooth user experience. Others failed to integrate seamlessly into workflows, leaving businesses with rigid, inefficient systems. We also saw a growing need for document generation solutions that could process sensitive data securely, without leaving the organization’s infrastructure.
With our deep expertise in document automation, we built Create, a document generation platform designed to solve these challenges. It bridges the gap between structured process documents and user-friendly content creation, integrating seamlessly into business workflows while maintaining full control over branding, compliance, and security.
Whether for customer communications, financial reporting, or compliance-driven documentation, Create enables organizations to generate structured, data-driven documents with ease combining integrations, automation, and user input in a way that was previously out of reach.
Functionalities that improve workflows, automation, and document handling
Highlighted capabilities
With powerful capabilities, flexible automation, and seamless integration, Create transforms the way businesses handle documents saving time, reducing errors, and improving efficiency across the board.
Learn more about Create's capabilities
Features are the specific tools and functions within the product
Intelligent features designed for accuracy, efficiency, and scalability,
Create is built to transform the way organizations generate, manage, and automate documents. With intelligent features designed for accuracy, efficiency, and scalability
Get a feature overiew
Explore Omnidocs Create
Automated document generation creates business value
Bring unparalleled document accuracy, reliability, and quality to your organization with Omnidocs Create. Empower your team to work smarter, reduce errors, and elevate your document standards, all while saving time and resources.
Explore the power of Omnidocs Create today and see how it can redefine productivity in your organization.
