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 these tasks through a single enterprise document automation system eliminates inefficiencies and improves employee productivity.
Let's take the case of customer communications. 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 business documents in large numbers. The bulk generation is just one piece of the software. You can also use it to create documents on-demand and interactively.
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 from existing templates. They can create documents and document workflows by themselves without IT intervention.
It's an API first product. Enterprises can deploy this document automation microservice for their digital transformation projects. The system automates the creation of a wide range of documents including PPTX, DOCX, PDF, Excel, TXT files. It also offers omnichannel document distribution. Developers can integrate with the existing IT ecosystem effortlessly.
The system supports PDF, Excel, PPTX, and MSWord templates. Business users can use the existing business 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. Creating documents by filling forms is 80% faster than manually finding and filling each field. 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 these forms for the customer, partner, and employee onboarding. They can finish the onboarding documentation in minutes, instead of back and forth emails and manual filling of repeat data into documents. They can fill the form fields, upload supporting documents, and E-Sign them to auto-generate all onboarding documents in one go.
Interactive document generation is 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 them 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 the most secure platform Google cloud. It encrypts the system data stored at rest, using encryption mechanisms. We take the utmost care for data protection and document security.
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.
Super-admin can share templates with the whole organization. Similarly, managers can share templates with users reporting to them. Thus, the users would generate documents only from the approved templates.
Some enterprises cannot use the cloud for security and privacy reasons. For them, the solution can be deployed on-premises, for better control over security, privacy. It also can be deployed on a private cloud.
Oracle DB, SQL Server, MySQL, MongoDB, PostgreSQL, and Redis.
Dynamics 365, Salesforce.
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 enterprise document automation platform. Book a demo to see it in action.
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