When you talk to organizations about what life was like before they started using document automation, you will realize how much time was wasted making a first draft, walking from one office to another to gain approval and how clients had to wait longer but pay more. So what happens when the coin is flipped and they talk about life now with document automation? Well, here are ways document automation software can make a big difference while creating contracts, agreements, quotes, and more.
With document automation, contract generation is more like answering multiple-choice questions. In a contract form template, the user can quickly set up the kind of contract they would like to create using simple business logic and connect to the datasource to populate the template with dynamic data. Once that is done, the contract generator will put together the contract based on predefined static and dynamic fields and parameters. And in a few minutes, a contract is ready to be signed. This works in various scenarios where contracts are needed whether in your CRM or other internal systems.
Businesses integrate document automation software with their CRM. For instance, Windward Hub, a leading HubSpot and Salesforce contract generator takes care of all sales contracts. The client simply indicates what they’re interested in and the software will create a corresponding contract. The whole process is automated and can be completed in just a few minutes.
Legal contract generator like Windward can help law firms provide quality legal services. With a self-care portal, a client can request a contract and indicate what they’re interested in. The software will use information provided by the client to generate a contract. Law firms are saving time and satisfying more clients using this tool.
The HR department doesn’t have to be swamped drafting several employment contracts. Using employment contract generator like Windward Hub or Core, they can easily generate several employment contracts. Even if an organization has to take on several employees at a go, the software will quickly generate individual contracts and they will be error-free.
Contract or letter generation software has truly transformed the way contracts are generated for organizations. With time saved, errors eliminated, less money spent on paper and both customers and employees are happier.
As a sales person, entrepreneur, marketing or investment company, proposals play a huge role in gaining new deals. With proposal generator software, you can automate these proposals by integrating with your favorite software or system.
No matter the industry, a professionally drafted agreement goes a long way in ensuring clarity in a business relationship. An agreement generator spares you the hassle of drafting agreements from scratch and risking human error that can damage a relationship and reputation. With document automation software, there are various agreements you can draft depending on your industry. Here are some common use cases:
With a few entries into a template, a loan agreement can be created in a matter of minutes. There is no need to draft every clause and then have it proofread and approved. Simply enter the name of the borrower, the amount being borrowed, and when the loan should be repaid. The loan agreement generator software will complete the rest and it will be ready for signing.
An NDA agreement is a sensitive document that cannot be copied and pasted since certain clauses may vary. Using legal agreement generator, you can ensure that every unique detail is included in the document and you do not need to spend hours drafting it. With nondisclosure agreement automation, a business can quickly sign-up new staff and still ensure private details are legally protected.
Quickly spell out the details of a consulting agreement and get to work without having to check and recheck details discussed earlier.
Flexibility is key in business today, but being flexible with your distribution agreements may create extra work when drawing up an agreement. Document automation can ensure you can create flexible distribution agreements in a fraction of the time it would take to draft them manually.
Drafting tenancy agreements can hold up the sealing of a deal but that’s no reason to rush the process and end up with a flawed agreement. Automating the generation of such agreements ensures all the bases are covered but still the agreement is ready for signing the same day a tenant expresses interest in the property.
Several other agreements can be automatically generated using the best rental agreement generator. Businesses can save a lot of time on this process.
When customers ask for a quote, they usually are looking for the right price and a delay in delivering that or errors made in the quote can cost your business. Using a quotes generator can help remedy such a situation.
You would not have to worry that the wrong quote was used or that you forgot to include a discount offer that was advertised. Document automation software ensures that you create quotes using the most recent approved prices and the process is done quickly. If, for example, a customer made a request online, the software would automatically generate a quote and send it to them.
Sales personnel shouldn’t be bogged down creating quotes. Quote generator software can get that done for them almost instantly. If you use cloud-based software, it is even better because they can access the generator on the go and provide quotes even without returning to the office.
The same software can be used for invoicing. Once a customer places an order, the invoice can be created immediately and this will quicken the payment process. Accurate invoices sent at the right time can help the customer schedule payment in time.
Potential buyers will shop around for the best price. Usually, they will request a quote to compare with the competition. You can send quotes immediately by using quote generator software.
Automating the quotation system within an organization will make it easier for buyers to make a decision and it sets the ball rolling for the closing of a sale. Research shows that the faster a client receives a quote, the faster they make payment.
If you’ve just discovered us, we’re excited. Try Windward Core for free (14-days) and take it for a spin. Start automating contracts, agreements, quotes, proposals and more in just a few clicks starting today.