Spiro 2.24 – Release Overview

Automated document generation

Automated document generation in Spiro is all about standardization, convenience, and time savings. This feature is especially useful for companies that handle large volumes of documentation daily, such as contracts, acts, delivery notes, invoices, and more.

Now you can easily generate documents using pre-created templates in .docx and .xlsx formats. Creating a template takes just a few minutes, and all customer data is automatically filled in from the properties specified by the operator. This greatly speeds up the process, as you no longer need to create everything manually. Once generated, the document is available in two formats – original and PDF.

To better understand how the new functionality works, let’s look at a few examples. Here are documents generated in Spiro using templates created in Word and Excel:

The return invoice template and the generated document:

The loan application template and the generated document:

The client questionnaire and the generated document:

Document versioning

In this release, we've expanded the document versioning feature. Now, operators can create new versions based on different templates. This adds more flexibility and speeds up workflows – you can update and modify documents without needing to recreate them. For convenience, the new version automatically becomes the primary one and appears at the top of the list.

Dynamic tables in document templates

Dynamic tables in Spiro allow not only static entity parameters to be integrated but also the creation of interactive property lists linked to them. This feature greatly simplifies the process of creating documents that contain large volumes of variable data.

Tables are created based on the list of products specified in a particular agreement. This makes it easy to automatically include product details or sales conditions mentioned. As a result, documents are created with all the necessary information in one convenient format, without the need to manually add new data each time.

Why is this important?

The document auto-generation module in Spiro covers a wide range of tasks and is essential for ERP, PRM, CRM, CMMS, and other business process automation systems. Here are a few examples of the types of documents you can create using this functionality:

• Delivery notes and invoices

• Work completion reports

• User data forms

• Contracts

• Goods processing, write-off, and return reports

• Supply and purchase orders

In fact, now you can quickly generate any document in Spiro based on your business’s specific needs and industry. The system adapts to any scenario with no limitations – from simple forms with standard structures to complex documents containing large volumes of variable data.

The flexibility of this feature allows users to customize document templates to meet unique requirements and process logic. With Spiro, even users without technical knowledge can easily create the necessary documents by editing data or adding new variables. And all of this can be done without involving developers each time a new type of documentation needs to be created for a project.

If you'd like to learn more about the Spiro 2.24 release, leave your contact details in the form. Our manager will reach out to you and tell you more about the low-code platform’s capabilities for your business.