Document Template Management

Build any Communication Needed

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Business Documents Built by the Business, Not IT

Business Communications Made Easy

Document templates form the basis of all document automation solutions. The template defines not just how a document will look, but also what data will appear in it. Organizations must consider many factors when creating each communication template. These factors include branding 1 language(s), tone (formal or informal), delivery channels (paper or electronic), formats (PDF, interactive HTML5, Word, etc.), business rules that impact content or format, data sources, embedded analytics, and many, many others.

With so many options to consider, most document automation providers rely on their customers’ IT departments to build out their company’s templates. This creates additional burden on IT, which is frequently overbooked developing other business-critical applications. The time and cost associated with relying on IT to build new (and update existing) templates becomes a significant hidden cost in many document automation solutions.

Ecrion’s visual design tool empowers business users to create and deploy communication templates without costly IT involvement. IT is therefore freed to focus on higher value-added work. Meanwhile, company assets (such as logos, branding and document fragments) are maintained in a central repository and automatically update across multiple templates to ensure a consistent customer experience.

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Comprehensive Document Template Management

document template manager sample

Online and PC-Based Designer

Empower super-users to build complex templates in a PC-based visual designer, as well as a broader audience with a browser-based tool. Leverage the depth of thick-client capabilities along with the power of thin-client tools. Define which components online users can modify at a document-by-document level. Enable complex template design with software that supports the memory requirements of large templates and images.

Content Repository

Proactively maintain a single, version-controlled, company-approved, content repository of logos, branding content, legal disclaimers, images and other content fragments for use in all company communications. Enable business users to easily develop compliant, visually stunning documents. Modify digital assets automatically across all communication templates where they are used with a single update.

Free Template Library

Accelerate time to market and reduce costs associated with document design management. Take advantage of best practices developed for each specific industry with dozens of baseline templates. Customize projects built by document automation experts rather than recreate the wheel. Achieve rapid return on investment by reducing the work involved in the most labor-intensive component of document automation.

Analytics, Tables and Graphs

Create interactive documents and online experiences that empower customers to sort, filter and interact with data such as billing and usage statistics. Design sorting, filtering and other investigative features directly into documents delivered electronically. Generate documents in all media (print, PDF, email, etc.) with compelling graphs, charts and tables that facilitate self-service, reduce call center costs and build customer satisfaction.

document template demonstration
document template sample

Review and Approve Workflow

Empower business users to create communication templates while ensuring they comply with legal, marketing, operational, and other standards. Define review and approval workflows for documents that ensure all relevant parties inspect modifications to new or existing communications before publishing them to production. Present approval task lists to individuals or teams to streamline the document development process.


Create legally-binding documents by incorporating native eSignature capabilities into a true digital experience. Enable eSignatures on any device at any time, eliminating the need for the old cumbersome print-then-sign-then-scan-then-email process. Easily capture who, when, and where documents were signed, as an embedded component of any document template that would otherwise require a manual signature.

Interactive, Personalized Documents

Create an engaging, customer-driven experience that provides an always-on, available anywhere, on any device view into real-time information. Deliver the right content 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. Store and present responsive documents for customer interaction.

Dozens of Outputs

Design templates in any format for any business requirement. Create communications in one or more of the dozens of supported formats: PDF, HTML5, RTF, TIFF, Word, PowerPoint, Excel, email, SMS, push notifications, and many, many more. Define the multi-channel customer experience and execute it with ease. Engage customers with the right communications, in the right formats, at the right time.

document template example
document template illustration

Forms & Personalized Correspondence

Extend the digital experience to all users, enabling data collection for quotes, applications, account creation, and other document automation needs. Complete forms, personalized letters and other correspondence by gathering data from agents, customers from an online portal, or automatically via integration to business applications. Interact with customers 24×7 without expensive call center support.

Document Workflows

Automate complex communications processes from initial design to final delivery and beyond. Define participants and the workflows associated with customer communications. Bring internal and external stakeholders together to design documents. Automate data collection and aggregation, redlining, review/approve processes, final document assembly, distribution and post-delivery activities.

Ecrion Enables Stronger Customer Connections

Organizations worldwide leverage enterprise document automation 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!

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