Document Generation Software

Business-Critical Document Production at Scale

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Delivering Engaging Communications For The Digital Age

Document Generation for Improved Customer Experience

As the Gig and Share Economies take hold and the balance of consumers shifts towards those that grew up in the digital age 1, customer demands place increasing importance on real-time document generation tailored to individual customer preferences. The 24×7, always-on need to engage customers how they want, when they want, and where they want creates unique opportunities for organizations to differentiate themselves via customer communications.

Document generation is one of several components of Ecrion’s modular document automation software, which begins with template design. Leveraging Ecrion’s best-in-class visual design tool, business users design and deploy engaging and interactive documents without costly IT involvement. This frees IT from coding documents and forms, thereby reducing costs and development time.  Meanwhile, a single, central repository maintains company assets (such as logos and branding)  to ensure a consistent experience for the customer.

Once templates are complete, Ecrion’s document generation dynamically aggregates and transforms data from one or more sources to begin the process—either on demand or in pre-scheduled batch runs. Potential data sources include packaged or proprietary business applications, customer portals, databases and XML files. Customers or company agents may also leverage an embedded interface to fill out forms and complete individualized correspondence. Final documents are rendered and distributed in a variety of document, email and/or mobile formats.

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Automated Batch Processing

Integrate Ecrion document generation to business applications such as a CRM, billing system or proprietary database for fully automated, worry-free creation of high-volume business-critical documents. Produce batch runs of monthly statements, customer letters or invoices either on set schedules or on demand. Engage customers with consistent, quality and timely communications.

Customer-Defined Communications

Communicate with customers how they want, and when they want. Empower each customer to define their choice of language, mode of communication (mail, email, SMS, etc.) and tone (formal, informal). Enable customers to control what communications they receive, and when. Let customers select the layout they prefer for statements, invoices and other documents.

Fillable PDFs

Extend the user experience to data collection for quotes, applications, claims and other document generation needs. Complete forms, letters and other correspondence by gathering data from agents, customers on your online portal, or automatically via integration to business applications such as a CRM or website. Interact with customers 24×7 without call center support.

Interactive Documents

Create an engaging, customer-driven analytic experience that provides an always-on, available anywhere view into their real-time account data. Deliver the right information to each individual customer and reduce call center demands. Empower customers to control their experience in a manner consistent with the company brand and image.

Template Design and Management

Maintain all company document templates and assets (including logos, graphics, reusable components, and more) in a single place to ensure consistent application across all communications. Reduce the number of templates, as well as the time and cost required to manage them. Enable your business users with an intuitive interface to build and modify templates, eliminating the need for IT development.

Ecrion Enables Stronger Customer Connections

Organizations worldwide leverage document generation software by Ecrion to enhance their customer experience, reduce operating costs, and control the inherent risks associated with high volume document automation. 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.

Ready to Get Started?

It’s one thing to talk about what our software does, but we all know seeing is believing. By requesting a free, no obligation demo, you can see for yourself how our solutions can improve not only your customer communications, but your bottom line as well.

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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!

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