Back in the day, pre-Noloco, we created a doc automation setup via Airtable > Make > Formstack. When we added Noloco as a front-end, this has caused a slow down with the extra layer. I am looking for a new set up that works better with Noloco. Something that can handle complicated documents (i.e., legal documents with lots of conditional logic) that can kick out Word documents, along with PDFs.
I like DocsAutomator as a Formstack replacement, but we need Word format as an option. I hear that is coming at some point. Historically, when we have leveraged Zapier to convert Google Docs to a Word doc, the formatting gets jacked up on legal docs.
So, calling all experts. With that all said, any concepts/ideas on an alternative system for document automation? I am open to all ideas. Thanks!
Did you have a look on Documint, we are using that for most of our reports. It’s a bit more advanced, with more features, than Docsautomator (so far). Make.com is the middle man, doing the ifs and buts!
It was hard (impossible!) doing more than two levels of tables (related) in Docsautomater so we had to switch.
For complex legal docs I’ve helped my client create, I’ve had to result to Google Docs but using HTML rather than direct to a Google Doc template… but it is SUPER cumbersome to make updates/get the formatting just right - and even still it may look one way in Docs and another on Word
Hi @chadeburton, I heard that Pandadoc is also a good alternative but I haven’t used it personally and neither confirm nor deny it. Also includes advanced signing options (may be interesting for legal purposes). Although if I understand it right, there is as well some conversion needed to transform the word documents into panda templates. Therefore this could also affect your layout…
