Every function of the business generates documents. Sales teams create proposals, Finance creates invoices, HR creates bonus letters, etc. Often, they create digital documents by populating relevant templates with enterprise data. This data resides in data files, databases, and enterprise applications. Automating the document creation eliminates inefficiencies and improves employee productivity.
Companies primarily communicate with their remote customers through electronic or digital documents. Sending the right document with the right information at an appropriate time improves customer experience. This also offers unique opportunities for businesses to cross-sell and up-sell other products/services. Imagine including a relevant targeted offer in a customer invoice. The conversion rates of such a digital offer outscore any other channel. Enterprise document automation software allows you to automate the creation and distribution of such documents in large numbers.
The bulk generation is just one piece of enterprise document automation software. You can use it to create fillable forms (questionnaires) from existing templates. Creating documents by filling forms is 80% faster than manually finding and filling each field. These forms can be filled within the system or can be shared with external users for online filling.
Enterprises are deploying document automation solutions not just for the above reasons. They improve brand and template governance. They make sure that employees use the right templates, images, and other digital assets. Thus businesses can avoid costly compliance and branding disasters.
EDocGen is one of the best document automation platforms. It is a DIY solution for business users to automate document processes. They can create documents and document workflows by themselves without IT intervention. It's an API first product. Developers can integrate with the REST API effortlessly.
The system supports both PDF and Word templates. Business users can use the existing organization templates as-is.
Using EDocGen document automation software, business users can generate electronic documents in bulk, on-demand, and interactively without manual processes.
The system auto-generates fillable forms from your PDF and Word templates. Users fill these forms to create filled-in documents. These forms can be used within the organization or can be shared outside through a secure URL. While employees can use these forms within the system, customers and vendors fill the external forms.
You can use the forms for customer onboarding, employee onboarding. They are also useful for creating customer support guides, product guides, manuals, etc. that undergo frequent revisions.
Create invoices, letters, contracts, etc. in bulk by populating data files into your template. The system is built for speed and high performance. It generates thousands of business documents in a few minutes.
We've got you covered for every document distribution scenario - print, store them, or deliver by email.
Business users themselves can add loops, conditional statements, calculations to the template to address every possible document generation scenario. Apart from Word, you can use both fillable and non-fillable PDF templates.
Dynamically populate Images text, table, hyperlinks, sub-templates, QR Code, Barcode, and content blocks to create thousands of simple to complex documents in a few seconds.
Greater control over final output by dynamically controlling image and text sizes. You can also show/hide data using conditional statements (if-else).
Your Enterprise’s templates and digital assets can easily be updated and deployed in real-time. They are readily available to your employees and partners anytime and anywhere. The system saves 80-90% of time and effort in document generation.
EDocGen is hosted on Google cloud. We take the utmost care for data protection and are GDPR compliant.
The system is only accessible to authorized personnel. It supports multiple authentication methods. These include manual login with Email and Single Sign-On (SSO). With SSO, user authentications are performed through the Enterprise's authentication Service such as ADFS and Azure AD.
Business users themselves can assign permission levels to individual employees and teams. They can create user accounts with different roles for access rights. The online administration console gives full control over who has access to which templates and other digital assets. Audit trails are embedded across the platform.
Use existing templates for multiple brands as-is. Moreover, you can dynamically populate images (logos) at runtime. For ease of maintenance & access control, we can set up a separate folder for each brand.
EDocGen is the best document automation platform. Book a demo to see it in action.
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