Document automation is a software solution that creates business documents – such as invoices, contracts, communications, and more – based on features available through templates or coding. These documents are fully automated, and the templates can be customized according to a company’s use and purpose.
Document automation can be utilized for a wide range of cases. For example, you can create a quote from Salesforce. Or, allow internal and external clients to create legal documents as-a-service. Ultimately, a document automation solution can support almost any document generation process as it typically integrates with existing systems and enables you to easily create customized branded documents in just a few clicks.