NextGen Document Automation System

Super-Charging Document Automation System

Posted by on 16th July 2017

Introduction


Will you ever fill a document template manually, if there is a choice to use a system/tool that auto-generates documents? None of us will. Manual filling of document templates is expensive, slow, and often error-prone. Moreover, it’s one of the most boring jobs to do.

In this era, you see a lot of organizations moving to digital platforms. Document automation system is an important component of digital transformation. It generates great ROI in very short periods of time.

It allows you to send statements to your customer’s faster, reducing cycle time between document creation and payment. This means that not only is your business able to operate more efficiently, but your clients or stakeholders will also receive a much more effective service. In short, it helps businesses to improve customer experience, internal efficiencies and reduce cycle times.


Document Automation - Current State


In spite of enormous benefits document automation system brings about, I wouldn’t be surprised if you haven’t heard of them before. Still, the vast majority of organizations haven’t adopted those barring legal firms and financial institutions. The problem with the adoption is primarily because of misconceptions about cheap alternatives and the slow innovation in document automation systems in general.

I’ve seen people comparing word macros with document automation system. This is like comparing a full-fledged CRM system to Excel. Yes, both can hold customer data. But CRM increases your chances of customer acquisition through automation, customer intelligence, email integrations etc. With word macros, developers have to code for each document and even a small change in the document template requires IT support. They are not suitable for an organization with growing library of document templates or an organization with multiple offices. Integrations are not possible, thus limiting their usability.

Another reason for low adoption is because of the way the current document automation systems are designed. Some of these document automation systems are in the market for last 20-30 years only addressing a small segment of customers with little or no innovation.

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# Legacy tools work as word-plugins thereby complicating the process of template creation and document generation. The installation, setup, and maintenance require a lot of development efforts. Integrating them with existing systems for document automation is difficult

# SAAS document automation systems:

The majority of them serve only certain verticals such as law, finance or business areas such as Invoices, contracts, proposals etc. This limits their utility as an enterprise solution for all the departments of the organization

· Majority of systems offer only limited integrations

· Force users to use their templates, junking existing templates

· Prohibitively expensive

· The steep learning curve and not built for business users


NextGen Document Automation System


Based on above limitations, I came up with the features for ideal nextgen document automation system. It’s a DIY SAAS system with a minimal learning curve and shall

· Integrate with various applications in the organization including CRM, ERP, HRMS etc.

· Allow business users create/modify templates and create documents

· Allow document distribution through multiple delivery options including email, syncing to Google drive etc.

Documents may be a universal truth across organizations, but every industry has unique document requirements to transact business. Document automation system flexible to address these requirements would greatly enhance efficiencies of HR, Procurement, Finance, Sales & Marketing functions of business besides improving the bottom line.


EDocGen Document automation system


Here comes EDocGen addressing all the above requirements. It’s DIY SAAS document automation platform for generating documents from your applications, databases, and data utilizing existing templates. Business users can convert existing documents into templates just by adding few tags.

EDocGen supports various facets of document automation including on-demand, bulk, and interactive document automation. It automates document creation from various data-sources including

· Hundreds of apps and almost all databases using Zapier integration

· Populate XML, JSON, Excel data to generate multiple documents in one go

· Web-forms for filling templates

· Multiple delivery options including E-Sign, Email, sync to cloud storage etc.

· EDocGen is API first product


EDocGen supports dynamic population of text, tables, images, paragraphs, and reusable content blocks.

  1. Text – Populate dynamic text fields in the document template
  2. Table – Populate multiple tables in document template by adding rows dynamically
  3. Image – Populate images into document template at run time
  4. Content Block – Reusable content blocks can be inserted into document template at runtime
  5. Hyperlinks - Similar to text but the hyperlinks retain the style in generated documents
  6. Conditional Statements – IF/ELSE for customizing document creation as per business requirements
  7. Calculations – Arithmetic operators +, -, *, / for performing calculations on dynamic data

Use API EDocGen Zapier integration for connecting to thousands of applications including databases, online forms, Spreadsheet apps etc to automate document generation and delivery.



EDocGen is the best SAAS document automation system. Give it a try.

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