Document Automation

Automatically populate document templates with live data.

Generate perfect documents every time

Actionstep has a powerful document assembly engine that lets you easily generate documents and email messages. Document automation helps save a lot of time typing and proof-reading. Complex documents can be assembled in seconds by inserting live data into pre-defined templates.

Merge fields are not restricted to only names and addresses; any type of data can be inserted into the templates including custom data fields, logos, and financial information.

Actionstep is even smart enough to detect the gender and number of people in the documents and will automatically adjust the pronouns (he, she, they, etc) and the number of signature blocks.

HotDocs integration

For very complex templates which include interviews, overlays, and multiple document outputs, you can run HotDocs templates from within Actionstep.

Learn more about HotDocs