5 Automated Document Generation Trends You Should Know

automated document generation trends

It should come as no surprise to you that your customers are in the driver’s seat of change. If they want something quicker and faster, your company needs to find a way to meet their needs. Otherwise, your customers will look for another company. This is why automated document generation trends are important.

Learning the latest in automated document generation trends means your business is trying its best to keep up with the ever-changing times. It also means your company is doing what’s best for its customers. After all, landing a new customer costs anywhere between five and 25 times more than retaining existing customers.

Trend #1: eDelivery

automated document generation trendsYour customers want their documents, when they want them, how they want them. One of those ways is by using eDelivery. In this way, your customers can receive your invoices and other documents via text message, email, or even through social media.

Trend #2: eSignatures

You have to sign for everything today. In some instances, that could mean a lot of paperwork. With eSignatures, your customers can sign one document electronically without having to sign several physical documents. They can also sign from the comfort of their own homes without having to come into an office setting, which leads us to mobile accessibility.

Trend #3: Mobile Accessibility

It seems a majority of people have cell phones or tablets, and spend a decent amount of time on them. It is a mobile, personal computer. There aren’t too many things people can’t do with their mobile devices. With that being said, can your customers access their documents from their phone or tablet? Is your company prepared to deliver their documents on their mobile device? Mobile accessibility is no longer just a trend, it has become a way of life for a majority of your customers.

Trend #4: Complete Integrations

Your company needs to be able to completely integrate with portals, and your customer retention management and customer communications management software. To certain extents, marketing needs to know what sales is doing while IT needs to know what’s going on with everyone. Having the right software that gives everyone access to the entire customer journey provides a complete view of the customer for everyone involved. By doing so, your company provides a better customer experience.

Having the right software that gives everyone access to the entire customer journey provides a complete view of the customer for everyone involved. By doing so, your company provides a better customer experience. Click To Tweet

Trend #5: Interactive Documents

One of the biggest trends on the list is interactive documents. Interactive documents provide easy engagement, as well as the continuity of previous interactions. Think back to the last time you signed an insurance policy. “Sign here … and here … initial here … and one more signature here.” Sound familiar? You can hand a customer a tablet and have them fill out any document at the press of a finger, then use an eSignature to wrap everything up in a nice bow.

The good thing here is that it isn’t difficult for your company to catch up on these automated document generation trends. With the right software and the right support staff waiting in the wings, it’s actually easier than you might think.