Calculating... until our next FREE Code-Along Session. Secure your spot now

Create a Document Generation Tool

Creating a document generation tool can streamline workflows and enhance efficiency across various industries. Five provides an intuitive platform that empowers users to automate the generation of customized documents, from contracts to reports, ensuring consistency and accuracy.

With Five’s user-friendly interface, you can easily input templates and set rules for data merging. The tool supports various formats, allowing seamless integration into existing systems. By leveraging Five’s flexible capabilities, businesses can reduce manual effort and significantly speed up document production, ultimately leading to improved productivity and better resource management.

Don’t want to go through the hassle of building it yourself? Our team of developers will develop a prototype solution in 2 to 4 weeks – at a fraction of the cost of other providers and completely tailored to you.

Get Started Built For You?
Get Started Built For You

Build Yourself vs Built For You

Build it Yourself Using Five

You can build it yourself using Five, a development environment designed for rapid application creation. Equipped with intuitive tools, Five makes development faster, though there is a learning curve, and complex applications still take time to fully develop. If you need a simple solution, Five is a great choice. But for more advanced requirements, Option 2 might be a better fit.

We Build It For You

Our experienced development team builds your application using Five. By using the Five platform, our team can convert requirements into working software 10x faster than traditional approaches to software engineering. When working with us, our clients see working software almost immediately.

Document Generation Tool FAQ's

A document generation tool is useful for a variety of professionals across different industries. Lawyers often rely on it to create contracts and legal documents efficiently. In sales and marketing, teams utilize these tools to generate proposals and quotes quickly, ensuring consistency and accuracy. Additionally, human resources personnel can streamline onboarding processes with automated offer letters and policies. Nonprofits may benefit by generating grant applications and reports. Overall, anyone who regularly produces formal documents can save time and reduce errors by using a document generation tool.

Five is an excellent choice for creating a Document Generation Tool due to its robust features and user-friendly interface. You can easily connect to various data sources, including external databases and REST APIs, allowing seamless data integration. The ability to visually create a MySQL database simplifies data management and reduces reliance on spreadsheets. With Five, you can automate document generation using custom business logic and workflows, streamlining the process and enhancing efficiency. The built-in reporting features let you generate charts and PDFs effortlessly, making it perfect for creating comprehensive documents tailored to your business needs.

When creating a document generation tool, it is crucial to gather user requirements clearly. Understanding the types of documents users need, their formats, and any specific templates or branding guidelines is essential. Collecting data about user roles and the frequency of document generation helps tailor the tool effectively. Additionally, it is important to know about integration needs with existing software and data sources. Inquiring about compliance requirements and security measures will ensure the generated documents meet necessary standards while keeping user information safe. User feedback on features they desire can guide future improvements.

A document generation tool automates the creation of documents, streamlining the process for businesses and individuals. Its primary purpose is to save time and reduce errors by using templates and data inputs to produce consistent and professional documents quickly. These tools are especially useful for generating contracts, invoices, reports, and other repetitive paperwork. By simplifying the documentation process, they allow users to focus on more important tasks while ensuring that every document is accurate and up to date.

Why Five Is Great For Document Generation Tools

Integration and Scalability

Five is an adaptable platform that excels in building a Document Generation Tool by seamlessly integrating with external databases and services. Users can connect to CRM and ERP systems or utilize APIs to automate document creation based on real-time data. This allows businesses to generate reports, invoices, or contracts efficiently. With support for various databases like MySQL and MS SQL Server, Five ensures that your Document Generation Tool can access and manage data effortlessly, making it an ideal choice for creating customized, automated document solutions.

Flexibility and Customization

Five is your go-to platform for creating a customizable document generation tool. With its low-code environment, you can effortlessly design and tailor your application to meet unique requirements. Enjoy flexibility in database management and user interface design, ensuring your tool is both user-friendly and powerful. Integrate with external services for enhanced functionality and automate workflows seamlessly. Whether you need simple templates or complex document solutions, Five empowers you to create exactly what you envision with minimal effort.

Build With Speed

Five accelerates the creation of document generation tools by offering an intuitive, web-based platform that simplifies database management and rapid application development. Unlike traditional approaches that require extensive coding and complex workflows, Five's visual interface and built-in wizards streamline the process, enabling quick assembly of forms, reports, and dynamic document generation features. Its seamless integration with external services and robust security ensures efficient, secure deployment, making it faster and more accessible for businesses to create tailored document generation solutions.

Five Co Use Cases

Quick Guide to Creating a Document Generation Tool

In this guide, we’ll show you how to build a Document Generation Tool using Five in just three simple steps!

Step 1: Create Your Application

1. Log in to the Five development environment.

2. Click on ‘Applications’ and then the yellow Plus icon to create a new application.

3. Name your application (e.g., Document Generator) and save it.

Step 2: Set Up Your Database

1. Navigate to ‘Data > Table Wizard’ to create your database tables.

2. Add tables for Document Templates, User Information, and Generated Documents.

3. Define relationships between the tables to establish connections (e.g., Users can have multiple documents).

Step 3: Build Forms and Generate Documents

1. Use the ‘Visual > Form Wizard’ to create forms for inputting data (e.g., user details, document selections).

2. Implement a button to trigger the document generation process, using SQL queries to retrieve data.

3. Finally, integrate a PDF generation feature that formats the populated data into downloadable document files.

And there you have it! You’ve developed a simple Document Generation Tool in Five. Happy coding!






Centered Text


What More Can You Do With Five?

From project management tools, progress tracking apps, customer portals, and performance dashboards to functional CRUD apps, Five helps you build and deploy faster.


Create an Onboarding Software

Create an Invoice Generation Software

Five.Co - Use Cases - Customer Database and Sales Enablement Software

Create an Internal Communications System

Create an Equipment Management Software

Start developing your first application!

Get Started For Free Today

Sign Up Free Book a demo

Build Your Web App With Five

200+ Free Trials Started This Week

Start Free

Thank you for your message!

Our friendly staff will contact you shortly.

CLOSE