Document Generation for Developers: Security, Compliance, and Build-vs-Buy Decisions for the Template-Plus-Data Pipeline (opens in new tab)
When a deal closes in your CRM and a contract still needs a human to open Word, paste in the account name, and adjust the pricing table, you have a document generation problem. The mechanism for solving it is well understood: a rendering engine resolves a template against a structured data payload and emits a finished file. What most guides skip is the implementation layer that determines whether the system survives an audit, scales past the first team that uses it, and stops requiring develo...
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