Newgen Omnichannel Customer Engagement Platform’s AI-powered document generation capability lets you design, manage, and distribute end-to-end communications from one centralized platform and helps deliver superior experience through personalized communications across channels.
How has document generation evolved?
Stage 1: Paper-based Documents
Historically, data-intensive organizations, including banking and financial institutions, government agencies, and shared services centers, focused on document generation to share large volumes of paper-based transactional documents via email. These documents comprised account statements, policy letters, utility bills, and other documents with any transactional information with mass promotional details (if any).
Stage 2: Digital Documents
Business leaders realized the need for more efficient alternatives to reduce paper-based, manual operations and go digital. This led to the adoption of emails, e-statements, e-bills, and more. Gradually, this trend became the norm, and document generation software was now expected to offer digital capabilities. Organizations also wanted the software to provide features for disbursing personalized promotional offers.
Stage 3: Customer-First Approach
With the emergence of new, interactive digital channels like social media and messengers, the role of document generation software further evolved. Organizations started realizing how critical it is to keep the customers happily engaged and began embracing a customer-first approach. This created the need for more personalized and engaging customer communications. Thus, the need for a modern and efficient system.
Document Generation Software Vs. Modern CCM Software
Traditional Enterprise Communication
Genric, static content
Batch generated
Print-focused
Mostly outsourced
Modern Customer Engagement
GenAI-powered dynamic, personalized content
AI-driven real-time, on-demand, and batch processing
AI-driven real-time, on-demand, and batch processing
Multiple-channel delivery
In-house
Capabilities of Newgen Document Generation Software
User-friendly Template Design
Design engaging customer communications with user-friendly and ready-to-use templates that do not require any coding. Configure responsive communications and apply personalization rules while maintaining security. Furthermore, GenAI-driven personalization ensures tailored, effective, and compliant communications in line with branding guidelines.
Personalized Customer Experience
Enable responsive customer interactions across channels and document generation through self-service portals. Reduce the customer’s wait time and deliver a delightful experience. AI-driven digital sensing listens to customers across channels in real-time, analyzing interactions for improved engagement.
Scalability and Compliance
Ensure AI-enabled auto-archival of every communication while complying with regulatory and data protection requirements. Generate real-time reports and track delivery of communications across various channels, including print, email, and web.
Seamless and Secure Communications
Leverage integration ecosystem and cloud-ready APIs for SaaS applications to ensure seamless and secure information flow across systems. Interact with your customers on-demand through their preferred digital channels. GenAI-powered multilingual translation ensures real-time, context-aware communication across global audiences.
Lead with an Industry-recognized Platform
Organizations looking for an advanced content platform capable of scaling for heavy workloads and that need deployment flexibility and advanced automation and AI capabilities should consider Newgen.
The Forrester Wave™: Content Platforms, Q1 2025
Customers
Customers Speak
Chief Retail Banking Officer
Bank Dhofar
Real Outcomes Across Industries
All you need to know about Document Generation Software
Document generation software automatically creates data-driven documents, contracts, invoices, statements, letters, proposals, using predefined templates and business rules. It replaces manual creation, improves accuracy, and enables scalable, personalized communications across print and digital channels.
Enterprises manage thousands of recurring communications. Automated document generation reduces manual effort, ensures consistency, supports compliance, speeds up turnaround, and improves customer experience across banking, insurance, government, and shared-service operations.
Document generation has moved from manual print-heavy workflows to digital documents and now to real-time, personalized omnichannel communications. Modern platforms support data-driven templates, AI-powered personalization, and delivery across email, mobile, portals, and print.
A modern solution should offer:
- Low-code/no-code template design
- AI/GenAI personalization
- Multichannel delivery
- Real-time and batch generation
- Secure APIs and integrations
- Compliance, audit trails, and archival
- Scalability for high-volume use
Newgen provides low-code template design, GenAI-based personalization, omnichannel delivery, automated archival, strong security, and real-time analytics. It reduces manual effort, improves accuracy, and helps enterprises meet compliance, customer experience, and operational efficiency goals.
Yes. Modern platforms offer audit logs, retention policies, version control, multilingual output, automated archival, and secure delivery. This ensures adherence to banking, insurance, government, and data-protection regulatory standards.
Integration is done via APIs, connectors, and event triggers. Document generation pulls data from CRM, ERP, billing, LOS, policy admin, or case management systems, generates documents automatically, routes them through workflows, and distributes them across print or digital channels.
Traditional tools focus on static, print-based batch documents with limited personalization. Modern platforms deliver dynamic content, real-time generation, AI-driven personalization, multichannel output, low-code template creation, and enterprise-grade governance.
ROI improves when organizations:
- Reduce manual content creation
- Use low-code templates for faster updates
- Apply personalization to boost engagement
- Automate compliance and archival
- Shift from print to digital delivery
These drive cost reduction, faster turnaround, and improved customer experience.
Common use cases include:
- Statements and bills
- Policy documents and certificates
- Onboarding kits and welcome letters
- Regulatory notices and disclosures
- Loan documents and agreements
- Service letters and confirmations
- Quotes, proposals, and approvals
