Streamlining document generation process in your business comes with many benefits like better collaboration, easier bookkeeping, and fewer errors. Using SpreadsheetWeb, you can take automated document generation another step further and integrate any kind of calculation logic into your documents. Want to have certain users to get additional disclosures when they submit a new document? With SpreadsheetWeb, embedding dynamically changing values, or hiding entire pages or sections of a document is possible. All you need to do is to create the logic using Excel formulas, without any coding involved.
Non-Disclosure Agreements (NDAs) are a good example for the type of documents where most of the contents remain the same between use cases, but some of the fields, like the company name and date signed, need to be dynamic and entered by the user. Below is a section from the mutual NDA document we typically use at Pagos with our clients. This document was created in Microsoft Word.
We need to include the name of the company, company type, and its address in this document to make it binding. In the Word document, fields that are to be replaced with data from the web application are placed inside double curly braces (also highlighted in yellow on this document). This annotation in Word documents used in SpreadsheetWeb applications are called stubs. Stubs can automatically merge data from workbook named ranges when a print process is triggered.
On the bottom of the NDA document are the signature (By), name, title, and date fields. Both sides need to be filled out by the client and Pagos.
The fact that you can use any named range from your Excel file opens many possibilities. Any type of logic you can create in Excel using formulas can be used to populate data in the final document. This also means that you do not need to have any coding knowledge at all. SpreadsheetWeb automatically replaces the stubs in the Word document with application data.
In addition to the dynamically generated fields, eSignature capabilities can also be added into the document generation process. You can enable the DocuSign connector in your application to send the resulting document to the email address entered by the end user.
Once the user enters their details and press Submit, the web application will fill out the NDA and send the DocuSign enabled document to both the email address entered here and to Pagos.
On top of eSignatures, a custom workflow can also be integrated into the process. For example, a copy of the NDA can be sent to another email, or a cloud storage service like Drobox. submitted records and the associated documents can also be saved in SpreadsheetWeb’s database, where you can access the same data and easily download the contents.
Using SpreadsheetWeb’s document generation capabilities, you can generate contracts, proposals, quotes, or any other similar document with the click of a button. Simply build the template in Word and use it in your web application. Since SpreadsheetWeb applications are based on Excel, you can plug in any value generated by your spreadsheet calculations.
