Ecrion Software: The Best Document Automation Software

best document automation software

Why is Ecrion the best document automation software? We get into the finest details and compare its document solutions to other, major players in the industry.

Still digging through stacks of paperwork to find the one document you need? Tired of looking at that clunky filing cabinet in the corner, stuffed to the brim with outdated files?

It’s 2019, and automation is no longer a nice-to-have business feature.

Across the enterprise, from onboarding to customer support, there isn’t a process that technology hasn’t touched. It can make meetings more efficient, offices more functional and machines more capable.It can also make that stack on your desk disappear.

When you use the best document automation software in the business, you transform your workplace. Employees communicate better, managers have clearer oversight and no important record gets tossed in the trash.

Want to join the ranks of companies around the world who have recognized these benefits? You need Ecrion.

Today, we’re taking a look at what makes this solution the top of the line, and why it’s time to invest today.

Ready to learn more? Let’s get started.

Standardized and Streamlined Documentation

Do your office documents have a consistent look and feel that’s congruent with your brand image? Or, are you sending mismatched files to your in-house staff, partners, and customers?

If it’s the latter, it’s time to rethink your existing process. Consistency is critical to building trust and credibility across your organization. It can also improve your bottom line, as research shows that brands with consistent messaging are 20% more valuable 1 than those without it.

This is where templates come in.

Organizing your disparate files into manageable online templates takes the guesswork out of creating them. Need an invoice? You know where to go and what to input, without having to reinvent the wheel each time.

With Ecrion, the template design process is a cinch.

The WYSIWYG designer walks users through each step. Use pre-approved logos and graphics to add visual appeal and make sure every line is to your liking. When you’re done, you can send the final product to your legal and compliance teams for review with a single click.

Data Aggregation and Transformation

We know you don’t have the time to manually aggregate all the data sources required to catalyze the document generation process.

So, we’ve made it simple for you.

Our document automation solution takes care of this legwork, pulling data from one or more sources when it’s time for conversion.

This is made possible by myriad software connectors that integrate with your common systems, including business applications (think Salesforce and Microsoft Dynamics), as well as databases, customer portals, and Extensible Markup Language (XML) data.

We’ll help you add and transform this data as required, then map it onto the template for easy updates.

Centralized Document Storage and Retrieval

The best document automation solutions make it easy for you to find the files you need. Ecrion takes this accessibility a step further.

Instead of rummaging through a drawer or clicking endlessly through a series of desktop folders, you’ll access all of your business documentation on a single platform.

But, it doesn’t end there.

In addition to your company assets, you’ll also find personalized delivery controls. Individual users can generate, prepare, and deliver communications according to their preferences.

Whether you’re looking to send a batch of documents or a single one, it’s never been easier to organize and distribute the final versions. Send them to the printer, add them to an HTML presentation, or save them as a PDF.

Want to move from simple outbound communication to having an actual conversation 2 with your target audience, enhancing the overall customer experience? Ecrion software allows you to create personalized document kits tailored to the language, tone, and medium they prefer, so you never miss an opportunity to connect.

A Scalable Solution to Workflow Management

A corporate document passes through many hands as it’s developed. From initial design conceptualization to final delivery, it could change shape multiple times along the way.

The best way to make sure everyone’s working with the same version? Leverage Ecrion’s advanced workflow management tools.

With this document automation software, you can define participants from the outset, then assign each one a specific role in the client communication workflow.

During the design phase, this automation allows you to garner input from both internal and external stakeholders. From there, the official review process, including data aggregation, editing and revising, is all automated so you can retire those red pens for good.

Ready to assemble and deliver the final documents? The software shows you how, along with methods for distribution and post-delivery follow-up.

While this approach is ideal, the Ecrion advantage lies in its scalability.

From tax season to monthly invoices, we know there are times when your document production levels spike. Our software allows you to build infrastructure around these busy times, so you never miss a beat.

The best part? You’ll only tap into the extra capacity as needed rather than supporting and paying for it year-round.

Access the Best Document Automation Software Today

In today’s digital era, disorganization has no place in the office. This is especially true when it comes to your document management approach.

Instead of spinning your wheels and wasting your resources trying to keep up with your internal and external communication system, it’s time to embrace the power of technology.

When you want the best document automation software, you want Ecrion. Our advantage lies in the balance we strike between machine control and personal autonomy. Business users take ownership of the data they create, with the process made easier by our advanced tools.

Contact us to learn more. This next step is an important one, so let’s take it together.

document automation buyer's guide

Document Automation Buyer's Guide

Jump-start your Customer Communication Request Ecrion’s 15-point buying guide, which details the top factors companies consider when selecting a Document Automation solution.