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# Document Management & Generation

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

[Start Free](https://portal.otms.transportial.com/auth/register)[Request a Demo](/en/contact)

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](/en/product)

[Transport Order ManagementManage the full lifecycle of every shipment, from booking to delivery.](/en/product/transport-orders)[Invoicing & Financial ManagementClose the financial loop without leaving Transportial, from first quote to final payment.](/en/product/invoicing)[Message AutomationsSend the right message to the right person at exactly the right moment, triggered automatically by 60+ operational events.](/en/product/message-automations)

View all features

[Transport Order Management](/en/product/transport-orders)[Interactive Plan Board](/en/product/plan-board)[AI-Powered Trip Optimisation](/en/product/trip-optimisation)[Fleet & Resource Management](/en/product/fleet-management)[3D Load Planning](/en/product/load-planning)[OpenMove Driver App](/en/product/driver-app)[Real-Time Vehicle Tracking](/en/product/vehicle-tracking)[Multi-Modal Routing](/en/product/routing)[Pricing Engine](/en/product/pricing-engine)[Invoicing & Financial Management](/en/product/invoicing)[Message Automations](/en/product/message-automations)[Document Management & Generation](/en/product/documents)[Integrated Email Inbox](/en/product/email-inbox)[In-App Chat](/en/product/chat)[Customer & Business Portal](/en/product/customer-portal)[Integration Framework](/en/product/integration-framework)[Reporting & Insights](/en/product/reporting)[Multi-Tenancy & White-Label](/en/product/white-label)[Security & Access Control](/en/product/security)

## Ready to put this to work?

Start free with full platform access, or talk to our team about your specific operation.

[Start Free](https://portal.otms.transportial.com/auth/register)[Book a Demo](/en/contact)

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