Generating the same document over and over again by hand is a slow, painful, error-prone process. Automating the process, for any repeatedly created document, makes this a wonderful tool for users. We are repeatedly told by our customers, once they get the system in place that they should have done this years earlier.
And now with cloud based document automation solutions, there’s no reason to wait.
So what exactly do you gain from an automated document automation system. Here’s some (not all!) of the major advantages:
In most cases, once a template is designed, creating required documents requires clicking a button. That’s it. And you then get it with all data filled in correctly. And the layout & format is the company standard.
Even the most meticulous person makes mistakes at time. Once it’s automated, if the data is correct, the generated document(s) are correct. Down to the last little detail. This saves a lot of time because errors tend to require clarification, correction, lots of time pulling in different individuals.
Yes you save real costs because it reduces the time & resources involved in creating documents by hand. Generally even larger is the savings in opportunity costs. Do you want a salesperson involved in generating documents around a proposal or sale? Or do you want them clicking a button and then selling another prospect?
Employees no longer need to manage an inventory of hundreds (sometimes thousands) of documents with all the sections needed to create required documents. Instead it’s just push the appropriate button to generate the desired document(s).
Create templates that match company compliance requirements, reducing potential inaccuracies that expose your company to risk. At the same time keeping consistent branding, layout, & formatting in the template and the generated documents will also match the company branding.
Implementing document automation enables you to save time and use your resources more wisely, so employees can focus on higher value tasks, knowing that their documents are taking care of themselves. Ensured consistency with business logic and accurate data means that your company can deploy your documents confidently.
Automating document creation and processes will have a brilliant effect for your company. With automation, you can use fewer resources to generate documents quickly, and be 100% confident in output accuracy.
No solution, not even ours, is the best for all situations. We suggest you start with A Guide to Evaluating Document Automation Systems. And then you can review the advantages of the different solutions.