All business cycles are littered with numerous documents. Working with them manually slows down the process considerably, which has a negative impact on the result of the work. The document generation engine allows you to create high quality professional documentation, which can completely replace the need to create documents manually.
Document creation software provides an extensive set of templates that you can use in many situations. These templates can be modified or you can create new ones to fully customize the documentation to meet the reporting requirements of a specific project or methodology, including cover pages and styles.
The Concept of Document Generation
Document generation is a method of automatically generating business-critical documents such as invoices, contracts and quotations based on features available through templates or coding. These documents are fully automated and the templates can be customized according to the use and purpose of the company.
You can use document generation for a wide range of cases, for example for your cpq process. Individual company documents can easily be created in just a few clicks through the document generator. It is also possible to transform a complex document into a more accessible and easy-to-read one using document generation templates, or simply make the process of creating complex documents easier by creating your own. The software packages generally provide different options for operation:
- Creation one of a set of reports provided by the system on specific aspects of the installed model.
- Generation of a report from a template provided by the system, with control over its output using stylesheets, additional cover and table of contents pages, filters and a wide range of dialog options.
- Creation of your own templates, stylesheets and add-on pages from which you can generate reports, applying an even greater degree of control over content and output format.
Automated document creation accumulates data collected through forms and other sources and organizes all information into a digital document. This process can be triggered by specific actions or events within workflows, after which the document is automatically sent to the final recipient, providing transparency to stakeholders throughout the workflow.
Document creation software allows documents to be quickly created and shared in just a few clicks. Then it automatically sends documents for appropriate review and approval or securely saves the latest version to cloud storage.
How the Document Generation System Works
Document generation system for creating documents allows you to generate digital documents via drag-n-drop, specifying static information in the form of content that will remain unchanged and logic, based on rules in each template, specifying the fields from which dynamic data will be extracted. This is primarily customer name, product details, pricing information, notes and more.
With the right document generation tools, you can automatically create digital documents using your own templates as well as retrieve data from multiple CRM systems via pre-defined rules. Document generation software ensures accurate and relevant documentation. When combined with automation platforms, the straightforward process is simplified and information is transmitted seamlessly. Document creation software supports platforms such as Microsoft SharePoint, Google Docs, Salesforce and other cloud-based repositories.
In today’s fast-paced age of technology, web-based document automation software offers quick and easy access to files and folders, which is vital. They include:
- Mobile device access for viewing or editing documents.
- Cloud storage is used to save documents to the cloud.
- Share folders or specific files with others using file sharing.
Thanks to an automated document creation process, employees can easily utilize such software to create personalized documents based on ready-made templates, dynamic content and data integrated into the CRM. All of these features are customisable depending on needs.
The Main Advantages of the Generation System
Automatic document creation improves the quality of service, eliminates manual entry of information, and reduces the number of errors in documents, which can now be created in minutes. So let’s look at all the benefits of working with automated document management:
- Improved performance;
- Consistency and appropriateness is respected;
- Cooperation is improved;
- Security, traceability and control are enhanced;
- Automatic delivery to recipient and storage of documents;
- Errors are minimized;
- The quality of customer service has improved.
With document automation, companies can quickly create relevant contracts based on company data.
Appreciate the benefits and ease of business process automation when dealing with documents on the document generation platform PandaDoc, improve your results with it to see how it can transform the work of your organization, reducing the amount of routine manual work and saving such precious time. It is worth mentioning that the platform has one important and useful feature – the availability of electronic signatures. It allows users to sign documents without the use of paper from any device and in any place in the presence of the Internet, because the program is supported on any type of devices, both desktop and mobile. This feature is not present in every software package. At the same time, it integrates seamlessly with more than 30 applications, enhancing the user experience.
