Document Management & Generation

Key highlights

• Automatic CMR documents: CMR waybills are populated automatically from transport order data: shipper, consignee, cargo description, weight, and instructions. Ready to print or share in seconds.
• Branded invoice & quote PDFs: Invoice and quote PDFs use your company logo, colours, and layout. Multiple template variants can be created for different customers or document types.
• Custom document template designer: A rich-text designer for building any document type. Supports text, images, tables, signature fields, barcodes, and dynamic data fields.
• Word/Office to PDF conversion: Upload Word documents with placeholder fields and Transportial will merge data into them and convert to PDF automatically.
• Attach to any entity: Documents, photos, scanned signatures, and imported files can be attached to transport orders, consignments, invoices, vehicles, or customers.
• Version history: Every document generation is logged with a timestamp and the data snapshot used, so you always have a record of what was sent and when.