Tools to Automate Business Document Generation
Document generation tools help businesses merge text-based formats with collected data to create business documents. These can be contracts, invoices, reports, proposals, and more.
They help reduce the manual documentation process by adopting automation technologies. As a result, you get more time to focus on vital strategies to generate more ROI. In addition, the tools minimize any chance of error, reduce operation costs, and increase productivity.
If you are on the lookout for the best document automation tools, you can consider four recommendations.
First on our list is Docdown, a tool that has leveraged automation to manage many transactions reliably. Plus, it’s a perfect choice if you’re looking to automate sales documents.
The top features are the powerful document editor, extensive field types, and API for seamless integration into your existing services and apps.
Using the software is a four-step process. First, upload your document, customize fields, set up a workflow, and lastly, automate the process.
The most significant advantage of docmosis over other documentation tools is the ability to design and create templates for LibreOffice and MS word. It also allows you to mix data from many sources. Plus, it supports barcodes, hence a big go for companies selling products.
Unfortunately, it has a significant downside that has barred many businesses from trying it. You need a programmer to select data and determine the structure of data when generating your documents. The tool may not be ideal for you if you lack programming skills.
HotDocs is a popular documentation tool used by over 1 million people across the globe. It has mainly targeted technology-oriented businesses that have already used other customer relationships or CMS tools.
HotDocs is complex, and you might need more automation tips to use it. However, this feature makes it the perfect choice for a business that is okay with complexity and can grow with it. Accountants and attorneys are the most popular with Hotdocs due to the nature of their work.
Besides, it gives you the basic features you might be looking for in a reliable documentation tool. These include documentation templates, numerous integrations, open API, among others.
Last on our list is PandaDoc, an versatile document generation software. As expected, it will help you in creating different documents, including human resource documents, contracts, and invoices.
The tool is robust but very easy to use. The drag and drop features make it seamless to create your documents. You don’t need special training.
My favorite features are numerous collaboration capabilities and high-level analytics for quick decision-making regarding a campaign.
You are allowed to customize your account to your liking. It also comes with many customizable templates which cut across categories ranging from free contract templates to marketing automation templates.
Documentation tools not only help make you operate quickly but also help you stay in business. Technology is fast-evolving and the inability to embrace the change might give competitors a chance to throw you. That’s why you need these tools.
So have you used any documentation software? How was your experience?