Features · Document Automation
Document Automation
Automate document creation with template-based generation and digital signatures.
Automatically generate service reports, invoices, contracts, and structured documents. Round Infinity's Document Automation eliminates manual document creation by generating professional documents from templates with dynamic data.
Create templates for quotes, invoices, service reports, contracts, and certificates. Auto-populate with data from your Round Infinity business applications, apply branding, and deliver via email or portal. Support for digital signatures and document workflows.
Template Designer
Create governed templates with merge fields, conditional sections, repeating data, formatting, and approved clauses for each document type.
Auto-generation
Generate the correct document when a workflow reaches a milestone, a record changes, or an authorised user requests it.
Dynamic Content
Populate each document from application data, related records, calculations, choices, and conditional business rules without re-entry.
PDF Generation
Produce locked, consistently formatted PDF outputs with page controls, headers, footers, numbering, and print-ready presentation.
Digital Signatures
Route documents to the correct signatories, track signing status, capture evidence, and return the executed version to its business record.
Document Library
Store generated and signed documents with their source record, version, owner, permissions, status, and complete activity history.
Batch Generation
Generate personalised documents for multiple eligible records in one controlled run with status, errors, and delivery tracked individually.
Email Delivery
Send the approved document to the correct recipients using controlled templates while recording delivery against the originating record.
Custom Branding
Apply the correct logo, letterhead, colours, fonts, legal footer, and regional identity automatically for each brand or entity.