ActiveDocs

What ActiveDocs does

ActiveDocs is a privately held enterprise document automation software provider founded in 1992 in Auckland, New Zealand (originally as Keylogix) and now serving customers in 80+ countries. Its core product is a platform built directly inside Microsoft Word that enables business users to design and maintain intelligent templates without coding, then generate complex, governed, and auditable documents at scale. The architecture combines a deterministic rules engine with proprietary marker technology and supports AI-assisted narrative content generation and NLP-driven document review layered on top of the deterministic core.

The platform integrates with Microsoft 365, SharePoint, Dynamics, SAP, Oracle, BrassRing, and Selectica, and supports on-premises, private cloud, and public cloud deployment. It is sold primarily through enterprise direct sales, beginning with a Proof of Concept trial in the customer's own environment and typically closing as multi-year contracts; pricing is quote-based and not publicly disclosed. The customer base is concentrated in regulated industries — banking, insurance, finance, federal and state government, healthcare, legal, and energy — with named deployments including Shell, BP, ABB (27,000+ users across 90 countries and 30+ languages), CoBank, Bayer, Cigna, RICOH, and Choice Legal Group (3 million documents per year).

ActiveDocs is founder-led, self-funded, debt-free, and explicitly not backed by VC or PE. The CEO, Glenn Ricketts, has led the company for 15 years alongside Chairman Brian Roulston. The company reports approximate 10% annual growth sustained over 17 years on internal cash flow, with an average customer partnership duration of 18-19 years. It is currently on its fifth-generation platform, launched in 2020.

Name

ActiveDocs

Legal name

ActiveDocs

Website

https://activedocs.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Short description

ActiveDocs is a privately held New Zealand-founded enterprise document automation software provider serving regulated industries including banking, government, healthcare, energy, and legal with a Microsoft Word-native platform, deterministic rules engine, and AI-assisted generation, operating globally across 80+ countries.

Ownership category

akta.pro rank

Product category

Document Automation Software

NAICS

Software Publishers (5132), Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Content Governance, Compliance, Retention & eDiscovery (HDAEAGAJ)

akta.pro secondary industries

E-Signature & Digital Transaction Management (DTM) (HDAEAGAF), Document, Workflow & Policy Servicing Automation (RPA/No-Code) (FSAGAGAK), Web Content Management (WCM) & Experience Platforms (Content Services) (HDAEAGAK)

Keywords

• Document automation software
• Enterprise document generation
• Contract automation platform
• Intelligent template management
• AI document creation

Headquarters

HQ city

Auckland

HQ country

New Zealand

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Software Licenses and Subscriptions: ActiveDocs generates revenue primarily through software licensing and subscription fees. Pricing is based on organization scale, deployment model (on-premises, private cloud, or public cloud), and integration requirements. As an enterprise platform targeting large regulated organizations, the revenue model is typically multi-year contract-based with annual or multi-year billing. Professional services (implementation, training, technical support) are offered as complementary revenue streams.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

ActiveDocs sells an enterprise document automation platform built inside Microsoft Word that enables business users to design, maintain, and execute intelligent templates with embedded business rules, dynamic data integrations, and AI-assisted content generation. The platform produces governed, deterministic, and auditable documents at scale for regulated industries including banking, insurance, finance, government, healthcare, legal, and energy, and is complemented by professional services for implementation, training, and Proof of Concept engagements.

Product overview

ActiveDocs is an enterprise document automation platform composed of multiple integrated modules for document creation, processing, and management. The core platform includes AI-enabled document generation, intelligent templates built directly in Microsoft Word, a rules engine for dynamic content selection, and dynamic data sources for multi-system integration. Supporting modules include Template Management with version control, the Document Wizard for interactive Q&A-driven document assembly, and Automated Document Production for high-volume unattended generation. The platform offers API integration capabilities for enterprise application connectivity. ActiveDocs is complemented by professional services including Proof of Concept engagements, implementation services, training programs, and technical support. The solution serves regulated industries including banking, insurance, finance, healthcare, legal, and government with contract automation, signature automation, and quote automation service offerings.

Differentiator

Problem solved

Functional benefit

Products and services

• ActiveDocs Document Automation Platform Enterprise document automation platform that creates, processes, and manages critical documents with AI-powered precision and control, built directly inside Microsoft Word for business users to design and maintain templates without coding. Targets regulated industries including banking, insurance, finance, government, healthcare, and legal.
• AI-enabled Document Generation

Quantifiable outcome

• Proposal preparation time reduced from 7 hours to 3 minutes
• +5 more outcomes

Named customers13 records

Segments6 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability5 records

Feature8 records

Partnerships

Six partnerships are on record, tiered core and secondary.

• Microsoft 365coreTechnology or IntegrationActiveDocs integrates with Microsoft 365, SharePoint, and the broader Microsoft ecosystem. Documents generated through ActiveDocs are routed into the systems enterprise teams already use. This integration is a core component of ActiveDocs' value proposition — templates are designed within Microsoft Word, and the platform is tightly integrated with Microsoft 365 and SharePoint for document management and collaboration. No proprietary tools or coding are required, leveraging the Microsoft environment customers already know.
• Microsoft SharePointcoreTechnology or IntegrationActiveDocs integrates with SharePoint for document management. Generated documents can be routed into SharePoint as part of the customer's existing document management workflow. This enables seamless document lifecycle management within the Microsoft ecosystem.
• Microsoft DynamicscoreTechnology or IntegrationActiveDocs integrates with Microsoft Dynamics for CRM/ERP-connected document generation. This enables document automation triggered by or connected to customer relationship and enterprise resource planning data within the Microsoft Dynamics platform.
• SAPcoreTechnology or IntegrationActiveDocs integrates with SAP as a primary data source for document generation. Case studies for Shell and BP document the use of SAP data for automated HR document creation — employee data flows from SAP directly into ActiveDocs templates to populate transfer contracts, HR documents, and compliance materials. This is a deeply embedded integration used in production at global enterprise scale.
• OraclecoreTechnology or IntegrationActiveDocs integrates with Oracle databases as a data source for document automation. The ABB case study documents the use of Oracle databases alongside ActiveDocs' document generation engine, with business rules and data retrieved from Oracle to populate tender response documents.
• BrassRingsecondaryTechnology or IntegrationActiveDocs integrates with BrassRing (talent acquisition and onboarding platform) as a data source for HR document generation. The BP case study references BrassRing as a data source for employee onboarding and HR documentation processes automated through ActiveDocs.

Scale indicators9 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• HotDocs: Long-standing direct competitor in template-driven document automation. ActiveDocs case study for Choice Legal Group explicitly references replacing HotDocs, positioning the two as the closest functional substitutes for legal and enterprise document assembly.
• Templafy: Enterprise document template and content automation platform integrated with Microsoft 365 and Word. Targets similar regulated and large-enterprise buyers with a focus on brand and legal compliance inside Microsoft Office — the same Word-native positioning as ActiveDocs.
• Nintex: Process and document automation platform offering document generation, e-signature, and workflow automation for enterprise customers. Competes with ActiveDocs in document-centric process automation, though Nintex is broader in workflow scope.
• Conga (formerly Apttus): Document generation and contract lifecycle management platform tightly integrated with Salesforce and Microsoft. Targets enterprise customers needing automated contract, quote, and proposal generation — overlapping with ActiveDocs' contract and quote automation offerings.
• Xait: Document automation software focused on complex RFPs, proposals, and tender response documents in energy, oil & gas, and engineering. Direct overlap with ActiveDocs' ABB-style tender response and proposal automation use cases.
• CobbleStone Software: Contract lifecycle management software provider serving legal, procurement, and compliance teams with document automation. Smaller-scale but directly comparable in offering template-driven contract and document generation for regulated mid-market and enterprise buyers.

Broad incumbents

• Icertis: Enterprise contract lifecycle management (CLM) platform that handles contract authoring, automation, and intelligence. Broader in scope than ActiveDocs, but overlaps directly in contract automation and template-driven document generation for regulated enterprises.
• DocuSign: Largest e-signature and Digital Transaction Management (DTM) provider. While broader than ActiveDocs, DocuSign's CLM and document generation capabilities (eSignature, IAM, CLM) compete for the same enterprise document workflow budget ActiveDocs targets.
• Adobe Document Services: Adobe Acrobat, Adobe Document Cloud, and Adobe Experience Manager offer enterprise document generation, PDF automation, and content services at massive scale. Competes broadly for the same enterprise document automation budget, especially with Adobe's generative AI capabilities.

Emerging players

• DealHub: CPQ, proposal, and contract automation platform with document generation capabilities. Overlaps with ActiveDocs' quote and proposal automation use cases, particularly for sales-driven B2B document workflows, though DealHub focuses more on sales operations.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/activedocs
• Facebookfacebook.com/Activedocs-286692931356355
• LinkedInlinkedin.com/company/activedocs

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ActiveDocs