Be confident about all the documents used within your consultancy by automating the generation of documents. Provide updated templates to every member of the organization so they can efficiently perform their duties and maintain compliance with the business document standards. Whatever business-critical documents a member of staff needs, they can generate it quickly and there is no need for proofreading.
Do not worry about having to start from scratch building a presentation. Let document automation software make the process of preparing presentations much easier than it has ever been. Provide well-branded slides complete with the right formatting and approved images for presentation. Data for the presentation is sourced from trusted sources so you can be sure that the information is always accurate. You also will not have to copy and paste this data.
You already have a heavy workload attending to the needs of your client, do not take on more than you should. With automation, you can seamlessly generate contracts for new business without spending sleepless nights drafting these documents. Produce professional contracts that clearly capture all the aspects of the business between you and your clients. Have the contracts ready fast and easy so that you can get on with performing your core duties.
Document automation for consultants integrates with familiar data management programs like Excel to make it easier for you to generate quotes using a platform you already know how to operate. With an automated document process, you can quickly respond to client’s requests for quotations and always have updated price lists to avoid the embarrassing possibility of a consultant sharing old rates with a new client.
Preparing documents for the taxman doesn’t have to be a long process. Document automation will make it simple to generate all the necessary documents to do your taxes. Capture data from receipts and enter them into expense reports without having to enter the data manually.
Know how Windward can make documents generation easy and flawless.