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OverviewHow It WorksTime to ValueDesign Flexibility

How Fluent Works

See how Fluent transforms your templates and business data into accurate, ready-to-use documents all from within your existing applications and workflows.

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Graphic of an example template with MS Word icon.
STEP 1

Design the Template

  • Build and format your template directly in Microsoft Word, Excel, or PowerPoint.
  • Connect one or multiple data sources to your template then use tags & conditional logic to customize your content inline.
  • Templates are stored in a central location with access controls and version history.
STEP 2

Generate the Document

  • Fluent merges the data into the template, applying the logic and formatting.
  • Fluent generates a complete, accurate, and auditable document in the desired format.
Graphic showing how our engine works: gears pointing at different data-points on the example template.
Graphic showing the different outputs we support: PDF, Excel, Word, PowerPoint, & HTML.
STEP 3

Deliver the Output

  • Embed Fluent directly into your application delivering document generation to your customers.
  • Your application's existing workflows handle the delivery, storage, archiving, or whatever comes next.

The Fluent Customer Experience

Now we can streamline documentation in real-time. It's easy and more importantly we can customize each piece of work with our preference, brand, and choice!
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Frequently Asked Questions

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