Telecom Documents

Telecom companies provide a large portfolio of services including Internet, digital telephony, digital television, mobile products, etc. to retail customers and businesses. They primarily communicate with their customers through documents. Telecom companies send a variety of documents including invoices, notices, contracts, campaigns, etc.

The complexity in creating personalized documents from extensive product catalogs poses unique challenges to telecom businesses. Some of the telecom companies serve customers across the globe.


Hence telecom businesses require a solution that

  1. Auto-generate customer documents from a large product and solutions portfolio quickly
  2. Produce personalized documents in many language versions all at once

It’s imperative to provide documents in the customer’s own language. While some customers may prefer receiving documents in the mail, some would prefer email attachments. Some others would like you to send an SMS/text message as well. So customer communication could be through multiple channels.

Ideal Solution for Telecom documents automation

To address the above requirements, the solution should

  1. Support a large number of templates and sub-templates
  2. Supports easy creation and maintenance of document templates by business users. Without this, production of the material needed for rolling out new offers becomes slow and error-prone
  3. Support for dynamic insertion of sub-template for each product/solution
  4. REST API for creating the documents from within the IT stack
  5. Allows configuration of complex business rules for personalization right inside the template
  6. Delivery of documents through multiple channels including mail, SMS, print, E-Sign, and document management systems

Telecom software

EDocGen Telecom Software

It supports the generation of documents on-demand, batch, and interactive. It automates document creation from various data-sources including applications, databases, and structured data. It also allows document distribution through the Omnichannel approach.

Document Generation

Batch generation: It generates thousands of documents in a few seconds. Integrate it with the database, CRM and other applications to generate thousands of documents on the click of a button. EDocGen is API first product and offers a well-developed REST API for integration.

On-demand generation: Provide documents to your customers with what they want, when they want it, and how they want it. You could even trigger it based on certain activities in the customer journey or connect it with your workflows.

Interactive generation: The system auto-creates fillable forms from templates. These forms offer simplified data input with a wizard to guide the user along with inbuilt data validations. This is particularly useful for the creation of one-off documents such as Product Manuals, Operation Guides, Product Descriptions, etc.

Omni-Channel Delivery

Omnichannel delivery improves customer satisfaction by delivering through channels customers prefer. EDocGen allows you to distribute generated documents through print, e-mail, SMS. You can also send them for E-Sign or to document management systems(DMS) for archival.

Benefits of telecom software

Cross-sell/Up-Sell: The document generation provides unprecedented opportunities to telecom and telecommunications companies. They can create personalized up-sell and cross-sell offers by dynamically include offer information in the documents.

Save Time and Money: It takes less time and fewer people to create and send documents. Production of documents becomes easier and more resource-efficient.

Compliance: All the templates are version controlled with the proper right management. Only authorized users can upload/edit templates. You can be sure that everybody is using the right template every time.

Customer Spotlight

Customer is the multi-billion dollar Fortune 500 telecom company. It uses EDocGen to produce their customer-facing Operation Guides. The solution is chosen for the following USPs.

DIY system for business users: Business users can create edit existing templates in MSWord/PDF editors. The system auto-creates fillable forms from templates, without needing any development efforts. Users fill these forms to create Word and PDF documents.

Modular document creation: The final document can be built from multiple sub-templates, one for each product. The sub-templates are dynamically included based on business rules

Drafts: Since the documents are huge, users have an option to save partially filled documents as drafts. They can revisit them later and publish after filling all mandatory fields

REST API: Integrates to Outlook, SharePoint, Active directory

The solution deployed to run as intranet application working on top of the KM system. It integrates with Active Directory for single-sign-on and with SharePoint for document archival and retrieval.

Apart from increasing the productivity of customer service representatives, the system makes sure the usage of the latest templates. Audit trails, history logs, and dashboards provide excellent management oversight.

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