This letter shows how a mix of user entered input and transactional data retrieved from back-end systems comes together in a seamless piece of communication.
Check out this example for a quick demonstration of how lookup fields and conditional content are being used to build a complex insurance policy.
Creating legal documents and contracts interactively can be quickly accomplished using the EOS Platform by importing Word or PDF documents. Advanced features include the use of conditional content, repeatable objects and computed fields.
In this example we show how marketing professionals can use the powerful EOS Platform to create marketing correspondence using a predefined structure. Output can be automatically distributed to thousands of recipients and re-branding can be configured for those organizations that need to distribute through partners.
Interactive HTML5 documents provide users with powerful tools to help them make informed decisions. This interactive portfolio analysis report allows customers to drill down, sort and filter their data in real time. PDF can be generated at any time.
Smart Explanation of Benefits
This digital EOB is responsive to the device (phone, tablet, PC) that is used to access it. Users are empowered to drill-down and answer their own questions without using the call center. An integrated guided tour provides help for first time users.
Smart Monthly Telephone Invoice
How would a Digital Experience Document engage a customer in the telecom industry? Take a look at this sample invoice. A digital marketing campaign displays the AD most relevant to the customer while the chat provides a connection with your team.
Retail Sales Dashboard
Here is an example on how a telecom company may be able to provide corporate accounts with a better way of viewing their invoice data.