Category Archives: Documents

8 Tips For Choosing and Using the Best Business Document Creator

document creator

Bruce Springsteen once said “Sustaining an audience is hard.” Likewise, maintaining your customer base can be a challenge. McKinsey & Company describe the three C’s of customer satisfaction. They include customer-journey consistency, emotional consistency, and communication consistency. Studies show that document challenges account for a 21.3% loss in productivity. Organizations may see a revenue loss of $19,732 per […]

How to Create a Bank Statement Template: Your Step-By-Step Guide

bank statement template

Increasing workplace efficiency is no easy feat in the first place. It’s essential that you’re strategic at every level of operations to prioritize productivity. When it comes to your banking statements, there’s no exception. That’s why it’s in your best interest to develop a useful bank statement template. After all, you’re going to be using […]

Document Creation Explained: How to Create, Send, and Store Documents In One Convenient Location

document creation software

Many businesses have thousands of documents that they manage within their organization. With this amount of information floating around, using manual processes is bound to result in some errors during the process. Why do something manually that technology can automate for you? From creating and generating documents to the way you send and store them within your system, there […]

Providing The Ultimate User Experience: What You Need To Know About Interactive Document Software

interactive document software

PDF documents are quite popular on both personal and professional levels. They offer the most straightforward format for sharing digital materials such as books and portfolios. However, the standard PDF format seems a bit dull. The need to create better looking documents raises the need to use interactive document software. Nowadays, people are more attracted […]

7 Beautiful Design Document Templates To Use For Your Business In 2019

design document templates

Are you running a startup company? Are you managing a medium to a big-sized firm? Regardless of the size of your business, one thing is certain: you cannot do away without documents. Documentation is integral in any company’s success. It helps you save time and resources 1. It puts your brand in a position that is […]

What is an Automated Document Factory?

document automation for business

There’s a better than good chance when you think about all the documents your company generates, the thought of a document factory doesn’t immediately register. That being said, when it comes to your company’s document production, it all comes down to that area.

In the digital age, the document factory has become automated. This not only makes it easier for companies to produce high-volume documents, it also frees up your employees to work on other things. Still, you might be asking what is an automated document factory? Let’s find out.

The Importance of CRM Document Generation

crm document generation

Creating high volumes of compliant customer-facing documents can be challenging in a regulation-heavy, fast-paced, customer-centric world. That’s what makes CRM document generation so important. With the right Customer Relationship Management software, organizations in different industries are finding ways to capitalize on their investment, time, and customer satisfaction.

The issue of customer data raises a challenge that CRM systems exist to address. Every time someone picks up the phone and talks to a customer, goes out to meet a new sales prospect, or follows up a promising lead, they learn something new and potentially valuable. Traditionally, all this data went into analogue or unconnected media such as notebooks or laptops, or even just stayed in people’s heads.

The Difference Between Document Automation and Document Assembly

the difference between document automation and assembly

Document automation or document assembly? The terms are interchangeable, right? Most people believe that, yes, the two mean the same thing. However, one cannot be substituted for the other. In fact, document automation and document assembly mean two completely different things.

To put it simply, document assembly is one of several steps that make up document automation. This includes both automated document assembly and online document assembly.