Document Automation

There are many benefits to automating document generation and it has a wide variety of applications in many teams, including: Legal; legal contracts, ... Compliance; NDAs, KYC documents, ... HR; employee onboarding, training documentation, ... Sales; proposals, terms & agreements, ... Backoffice; purchase agreements, invoices, ... In fact, any team that depends on paperwork can implement document generation automation to assist their process and ensure a paperless workflow.

Reduce Errors: One major benefit of adopting document generation is reducing errors. Since there is less manual inputting of information and data, there is less margin for human errors, in both the creation process and overall formatting of the document. Also, with an automated system, there is less need for repetitive cutting, pasting, and double-checking for errors in documents.This process reduces the element of human error and leads to increased accuracy in document generation. Improve Efficiency and Productivity: Another advantage of document generation is the possibility of creating documents you need in a matter of minutes, which means improved sales efficiency and productivity.Organizations and employees can save time and effort, [...]

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 [...]