NextGen Document Automation System

Business Letter Generator Software

Business Letter generation

For businesses, customer communications play a key role in shaping the customer experience. A major part of customer interactions happens through letters. Thus business operations teams produce a variety of letters. They must be accurate and free of errors. At times, letters need to conform to regulatory compliance.

Letter generation could be either real-time activity (on-demand) or bulk. In an on-demand generation, letters generation happens based on certain customer/employee action. The work-flow gets triggered to create and send letters. In bulk generation, generation and distribution of thousands of letters happen in one-go.

Personalization of letters is essential for building strong customer relationships. The manual generation of letters wastes productivity. Automation of personalized letter generation improves efficiency and deliver great value.

Before examining how to go about doing this in EDocGen, let’s explore a few business scenarios.

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Business scenarios – Letter Generation Software


Letters play an important role in every department of every business type. For some businesses such as insurance, letters are an integral part of business operations.

HR create employee documents such as appointment letters, confirmation letters, and increment letters

For financial institutions, collections play an important role in the cash flow. They use letters for sending reminders, information, notices, etc. Automating this reduces cycle times.

Healthcare providers create a variety of letters from Patient Data.


Problems with Current Letter generation software

  1. A lot of letter generation today is done using legacy authoring software modules within core application suites. They are developed for the IT user, not the business user. Even for small template change business users need IT intervention.
  2. Letter generators found in front-office and back-office systems are slow. They can’t scale to produce a large number of letters. The PDF letter generation is even slower.
  3. Many organizations face silo problems. With each legacy system having its letter generation system, template governance becomes problematic. This happens due to the way technology solutions have been acquired, built and implemented over time.
  4. On-demand real-time letter generation is not the forte of the core applications. Legacy systems can’t offer modern API for workflow integration.
  5. Offer only limited customer communication channels. They are built for printing letters

EDocGen letter generation


It provides a unified approach across the enterprise for letter documents creation. Create hyper-personalized letters with a dynamic population of text, table, images, hyperlinks, and lists into letter templates. Some of the unique features of letter generator include

  1. Supports all 3 modes of letter generation - bulk, interactive and on-demand
  2. It offers one of the best performance metrics in the industry. Generate thousands of Word and PDF letters in a few minutes
  3. Conditional statements, sub-templates and multi-lingual support for region-specific/country- specific letter generation. You can use a single master template for producing different variants
  4. Supports dynamic population of barcodes, QR codes
  5. Integrate with almost any system through REST API, Zapier and Tray.io integrations

Populate data from databases, applications, XML, Excel, and JSON data to create letters. You can also use the auto-generated fillable form from your template for interactive letter creation.

Distribute generated letters through mail, print, or sync to cloud storage. From bulk generated documents, Individual document would be sent right customer as an attachment. Also, have an option to archive into your DMS system.


Benefits


EDocGen offers a central repository of approved templates. This ensures employees using only the latest letter templates for document generation. It also ensures that approved digital components including paragraphs, logos, sub-templates are used for personalized letter generation.

​ EDocGen letter generator offers flexibility, performance, and automation. Organizations need them to remain cost-effective and efficient.

  1. Automation of letter generation anytime anywhere
  2. Improves employee productivity
  3. Empowers business users to create/edit templates and generate letters without IT intervention

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