Overview
A visual document generation platform that enables business users to create, edit, and assemble professional documents without writing code — using a drag-and-drop editor and dynamic data placeholders.
Context and constraints
Financial services teams needed a scalable way to generate consistent, compliant documents across different scenarios — while reducing reliance on engineering for every template change.
How we approached it
Integrated GrapesJS to enable business users to create and edit documents visually with dynamic data binding.
What we built
- A WYSIWYG visual editor (GrapesJS integration) with component-based drag-and-drop authoring.
- A dynamic placeholder system to bind document fields to backend data sources.
- Context-aware placeholders that adapt based on entity context (e.g., PRACTICE/LEAD where applicable).
- Real-time preview to validate content as templates are assembled.
Key capabilities
- Reusable components and blocks for consistent document structure.
- Smart placeholders with data binding for auto-population.
- Preview and validation flows to reduce template errors before usage.
- A template-driven approach that lets business teams iterate safely without code changes for every edit.
Implementation notes
- Designed for non-technical users: intuitive authoring, clear component behavior, and guardrails.
- Built to scale across document types while maintaining consistency and control.
- Integration-first approach so templates can pull live data reliably through defined contracts.
Outcome notes
- Faster iteration on document templates without requiring engineering involvement for routine changes.
- More consistent document quality through structured components and controlled placeholder usage.
- A capability that can be reused across multiple financial workflows where document generation is critical.
Key outcomes
50+
Templates created
30%
Editing time reduced
Reduced
Compliance errors
Technologies
ReactGrapesJSPDF generationTemplate engineSpring BootPostgreSQL