Document Automation

Streamline the production of business-critical documents

request demo buyer's guide

Automated Document Creation and Assembly

Personalized Communication at Scale Made Easy

Ecrion’s document automation software streamlines the production, assembly and distribution of business-critical documents in a flexible and scalable environment. Workflow rules simplify and accelerate complex processes—whether manual, fully automated, or somewhere in between—to ensure consistent, quality and controlled communications.

The first step in automating documents is for business users to create communication templates with Ecrion’s visual design tool. The business user automates documents more quickly while IT, freed from document and report creation, focuses on higher value-added work. A single, central repository maintains company assets (such as logos, branding and document fragments) and automatically updates them across multiple templates as changes occur.

Ecrion then aggregates and transforms data from one or more sources to begin the document generation process. Data sources include packaged or proprietary business applications, customer portals, databases and XML streams. If required, users leverage an embedded interface to complete personalized correspondence before rendering. The final data set is mapped to one or more defined templates, and the desired communications are automatically created and distributed in a variety of document, email and/or mobile formats.

4 Steps of Document Automation - Infographic Cover
free - view now

A Single Platform for Documents

Watch Calvin Create a Document

Calvin creates a customer collections letter, one of thousands of uses for Ecrion’s Software

document automation buyer's guide cover

Document Automation Buyer’s Guide

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

get my guide

Benefits of Document Automation

  • Improved Compliance with Regualtory Requirements
  • Consistent Application of Branding, Legal, and Internal Standards
  • Reduced Costs by Buiness Users Creating/Updating Templates (Rather than IT)
  • Improved Responsiveness to Customers—Faster Time to Market

Ecrion Enables Stronger Customer Connections

Organizations worldwide leverage enterprise document software by Ecrion to enhance their customer experience, reduce operating costs, and take control of their customer communication processes. Thousands of companies across a broad range of industries ensure compliance with corporate branding and legal standards while establishing genuine connections with their customers—one at a time.

Let's Get Started!

For a free, no-obligation demonstration of Ecrion’s Customer Experience, Customer Communication and/or Document Automation solutions, please click below.

You're in Good Company

Learn why some of the world’s most forward-thinking companies trust Ecrion for their customer communication and engagement needs!

opentable logo
fidelity investments logo
merrill lynch logo
sabre logo
virgin america logo
united logo
xerox logo
carfax logo
open table logo 2
fidelity investments logo 2
merrill lynch logo 2
sabre logo 2
virgin america logo 2
united logo 2
xerox logo 2