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The all-in-one Operational Transport Management System for logistics companies and solution providers.

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Home›Product›Document Management & Generation
Product

Document Management & Generation

Generate professional, branded documents in seconds, auto-populated from your operational data.

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CMRPDFCustom templatesWord conversionBranding
Auto
CMR generation
PDF
Branded output
∞
Custom templates
Word
→ PDF conversion

From CMR waybills to invoices to custom delivery notes, Transportial generates professional documents automatically, pulling data directly from transport orders, consignments, and financial records. A rich template designer means your documents look exactly as you want them, every time.

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.

Related features

View all features

Transport Order Management

Manage the full lifecycle of every shipment, from booking to delivery.

Invoicing & Financial Management

Close the financial loop without leaving Transportial, from first quote to final payment.

Message Automations

Send the right message to the right person at exactly the right moment, triggered automatically by 60+ operational events.

View all features

Transport Order ManagementInteractive Plan BoardAI-Powered Trip OptimisationFleet & Resource Management3D Load PlanningOpenMove Driver AppReal-Time Vehicle TrackingMulti-Modal RoutingPricing EngineInvoicing & Financial ManagementMessage AutomationsDocument Management & GenerationIntegrated Email InboxIn-App ChatCustomer & Business PortalIntegration FrameworkReporting & InsightsMulti-Tenancy & White-LabelSecurity & Access Control

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