The best document automation software for 2021

26 December 2020

Map about thinking globally about document automation

The best document automation software for 2021


In 2021, it will be more important than ever for you to write effective reports and presentations. The reason is simple: you need to show your boss you are as productive as possible during a recession.

And with so many people working from home during the pandemic, your reports and presentations will have to represent you, because your physical presence can’t.

And, yet, your time will be stretched in 2021. You’ll likely be bouncing from online meeting to meeting, reading and responding to dozens of emails, and juggling children who would otherwise be in school.

It’s therefore important that you take advantage of one of the most important technological trends of this decade: document automation software.

Executive Summary

In this blog post, we’ll:

  1. define what document automation software is
  2. Explain why document automation software is important
  3. Discuss which industries use document automation software, including the fastest adopter in 2020
  4. Explain how to choose document automation software that’s right for your business
  5. Conclude with our view of which is the best document automation software in 2021

1. What is document automation software?

Document automation software automates your corporate style and your data updates so you can focus purely on writing great presentations and reports.

What exactly does automation software do automatically? It automatically chooses the right fonts, logo position, chart colours, table formats, and headings. And it automatically updates your charts and tables -- and even your text -- with the latest data from your Excel files.

2. Why is document automation so important?

Document automation is important because your time is valuable. You can’t afford to waste time on design or on data updating. You need to focus all of your time on getting your writing and calculations right, so that you can impress your colleagues, your boss, and your clients.

The beauty of document automation software is that it let’s you devote your time to what you are best at. That is likely to be what you are trained it and what your core business is. Document automation software helps you eliminate distractions and perfect your reports and presentations.

3. What industries are using document automation?

Document automation is well-established in some industries, and just making inroads into others. From real estate to finance, academia to accounting, and aviation to business valuation, document automation is becoming an essential tool for professionals to make their mark.

However, in 2020, we’ve noticed that business valuation companies are among the fastest adopters of document automation software. We expect that trend to continue in 2021.

So if you’re in the business valuation sector, and you’ve noticed that some of your competitors are beginning to use document automation software, jump on board before it’s too late!

4. How can I choose document automation software that’s right for me?

It’s actually pretty simple: you should choose a document automation company that gives you simplicity, control, and great customer service.

Simple document automation software is important because you can’t benefit from software that is too complex to use. For an easy learning curve, look for software that seamlessly works with the products you already know like Microsoft Office and Microsoft Excel.

Control is vital, because your company has to serve its customers to a high standard. That means you need a software product that can deliver the content and formatting that your clients expect. You want software to adapt to you and your processes, not the other way around. After all, automation should save you time!

Finally, you should expect outstanding customer service. Whether you have a special request, need help training a new member of staff, or simply have a question about how to achieve a certain effect, you need a fast, reliable support team to give you the answers. Don’t settle for second-best in terms of support!

5. What is the best document automation software for 2021?

We are biased, but we think that Epsillion is the best document automation software money can buy in 2021.

Epsillion is easy to use because it’s built into Microsoft Word and Excel. It’s powerful because it lets you automate one or even hundreds of documents, using the same template. And it’s flexible because it doesn’t tie you down to a particular layout like many ‘automation’ software systems do.


Your choice of document automation software is more important than ever in 2021. A broad range of industries are using document automation -- with Business Valuation being one of the fastest growers -- and you should consider it for your business. We recommend that you choose document automation software that is simple, flexible, and comes with great customer support.

If you haven’t yet made up your mind about which document automation software to try, we invite you to contact us to start a conversation. We’re here to help!

Happy new year from me and the team at Epsillion!