Transform legacy systems into AI-powered customer experiences
Design, generate, deliver, and archive.
All in one platform.
Trusted by leading companies
Driving document innovation worldwide
Founded in 1992 and trusted by more than
300 organizations in over 20 countries, DocPath unifies document generation,
contract lifecycle management (CLM),
and multichannel delivery into a single platform. Replacing manual processes,
reducing costs, and turning every customer
touchpoint into an opportunity for
engagement and cross-selling.
Countries
served
Years of
Experience
Satisfied
customers
From Legacy Systems to AI-Powered Customer Touchpoints
Most organizations today aspire to use AI to transform their customer experience, yet they are held back by outdated infrastructure.
Only 20% of enterprise data is effectively used, the rest remains locked in legacy systems that deliver outputs no company wants representing its brand.
Those missed opportunities silently erode brand value and cross-selling potential.DocPath bridges legacy systems with modern AI touchpoints, transforming technical limitations into strategic advantages.
Customer Communication & Experience Management (CXM)
Create, manage, and deliver personalized communications across every channel, email, SMS, WhatsApp, digital wallets, print, and video. The platform centralizes all customer-facing documents into one environment, ensuring consistency across channels while giving business users the tools to design and modify templates without IT dependency. With AI-powered capabilities, DocPath can transform complex documents and financial information into interactive formats, including dynamic videos and digital wallet passes, expanding engagement beyond traditional PDFs and printed pages.
Legacy Software Replacement
Many enterprises still rely on legacy document software; JetForm, IBM InfoPrint Designer, Xerox VIPP and Control-D.
These systems deliver outputs that no longer represent your brand well, silently eroding customer trust and cross-selling potential. DocPath offers native migration paths for these platforms, converting existing templates and project files without requiring changes to the applications that call them.
Automation in Document Generation & Distribution
DocPath’s document generation engine processes high-volume workloads, from batch runs of tens of thousands of pages to on-demand, single-document requests triggered by APIs. The platform integrates with existing enterprise systems, including ERP, CRM, and core business applications, and automatically merges data with pre-approved templates to produce output in any format.
Contract Lifecycle Management (B2B)
DocPath’s contract lifecycle management (CLM) module automates the entire contract process, from creation and negotiation to approval, execution, and renewal.
Pre-approved clause libraries and role-based access controls ensure compliance at every stage, while automated alerts and audit trails reduce the risk of missed deadlines or unauthorized changes. The CLM module integrates with DocPath’s document generation engine, so contracts are not just managed but also produced and distributed through the same platform.
Automation in Document Generation & Distribution
Automate document creation and delivery with speed, accuracy, and security.
Featured Services
Reach your customers wherever they are with our multichannel communication delivery.
Ensure the legality and security of your transactions with our digital signature solutions.
Our PDFs comply with international accessibility standards.
No specialized technical knowledge required – customize documents with ease.
Design and edit templates effortlessly without coding skills.
Connect directly to your customers’ digital wallets.
Why choose DocPath?
With over 30 years of continuous development and offices in the United States, Spain, Mexico, Chile and Brazil, DocPath serves enterprises across insurance, banking, financial services, logistics, manufacturing, and government. The platform is certified under ISO 9001, ISO 27001, and SOC 2, and supports compliance with GDPR, LGPD, and CCPA. All DocPath deployments follow an on-premises or private cloud model – client data never leaves the customer’s own environment.
All your CXM & CLM, in one place
Full control of your Customer Experience Management (CXM) and Contract and Document Management (CLM) on a single platform.
We offer multicanal delivery without overloading your team, with user and rules management.
Wallet Apps
Results
Design and Template management
Governance and Compliance
Accessibility
Let’s make your company’s information flow?
Contact us.
Enhance your customer experience. We’re ready to help you achieve it.
