Box Doc Gen
Dynamic document generation for any process
Generate custom documents in Box
Box Doc Gen empowers you to generate endless custom documents, right where your content lives, for any business need. Automate processes by collecting data with Box Forms, and fuel entire workflows, including unlimited e-signatures and approvals.
Create contracts with Salesforce data
Instantly generate as many documents as you need, and close deals faster with Box Doc Gen for Salesforce. Automatically merge customer data from Salesforce objects (plus records and more) into preconfigured templates for sales proposals, contracts, reports, and non-disclosure agreements.
Extend the power of Box Doc Gen
Leverage JSON data from custom and third party apps to dynamically generate on-brand documents that handle everything from text and image tags, to conditional logic, dynamic tables, and calculations. Use the Doc Gen API in tandem with other Box Platform APIs, SDKs, and UI elements to power end-to-end processes.
Save time with dynamic templates
Simplify document creation with the Box Doc Gen Template Creator add-in for Microsoft Word. Teams can create dynamic Box Doc Gen templates with text and image tags, conditional logic, calculations, dynamic tables, and more. Auto-formatting ensures elements are appropriately spaced for a polished look and feel.
Streamline document generation in any department
Sales
Contracts
Proposals
Quotes
HR
Offer letters
Employment contracts
New hire paperwor
Legal
Non-disclosure agreements
Data processing addendums
Service notifications
Procurement
Vendor agreements
RFPs and bids
Mutual NDAs
Marketing
Speaker agreements
Agency contracts
Marketing collateral
Finance
Loan agreements
Tax forms
Insurance policies
Key Features
Dynamic templates
Create Box Doc Gen templates with text and image tags, conditional logic, calculations, arithmetic expressions, dynamic tables, and more
Native document generation
Leverage data collected from Box Forms, workflow variables, and metadata to automatically generate unlimited documents with Box Relay
Salesforce document generation
Seamlessly generate unlimited quotes, contracts, and more with data sourced from Salesforce objects
Custom/third party app document generation
Source data from anywhere, including JSON, to generate documents in custom and third party apps
Template tags
Embed Box Doc Gen and Box Sign template tags in Box Doc Gen templates to seamlessly generate executable documents that can be sent for e-signature using Box Sign
End-to-end automation
Use the Box Doc Gen and Box Sign outcomes in Box Relay to automatically send and track generated documents for signature natively in Box
Automated formatting
Auto-formatting ensures text, images, tables, and more are appropriately spaced, resulting in professional-looking documents
Learn more about powering workflows with Box
Accelerate work with automated document generation
From sales contracts to employment agreements, learn how Box Doc Gen helps organizations power mission-critical workflows, hire new talent, and more.
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Aragon Research Globe™ names Box a Leader
See why Box was named a Leader in The Aragon Research Globe™ for Digital Transaction Management, 2024.
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Automate processes. Mobilize teams. Power business.
One secure, intelligent platform lets you seamlessly orchestrate workflows while automating processes. See how to boost productivity, minimize risk, eliminate manual work, and drive real business value.