Create any kind of document templates, from invoices and estimates to packing slips and labels.
Build rich document templates with our easy-to-use document editor. Our editor enables you to create any kind of document templates by simply dragging and dropping components onto the canvas, connecting them with data from a constantly expanding list of supported data sources, and generating outputs. Actual Reports offers a large number of components to build document templates including charts, barcodes, images, text, formatting tools, nested components for complex data and much more.
You can easily populate your documents from multiple data sources. Import data from other cloud services like QuickBooks Online or Ebay or upload Excel Spreadsheets, CSV or JSON formatted files. You can also use our API to link Actual Reports with other software and databases. The future will hold integrations with NetSuite, Salesforce, Xero and other platforms in accounting, ERP, sales and HR space. If your desired platform is currently not supported, please contact us and we will consider adding that to the scope.
Our built-in workflow system allows you to choose the delivery method and track the delivery of your documents. We provide multiple delivery methods from batch emailing to archiving and saving documents directly to Dropbox. You can also share them publicly and track who viewed them and when, who downloaded or signed the document.
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