Document Generation: Document creation and why to automate it

Save a lot of time

Creating documents manually using copy - paste takes an incredible amount of time and nerves. Use our ROI calculator to calculate yourself what you can save in your company

Faster response to requests

Sending your offers to your customers faster is an advantage of its own.

No more mistakes

Automation eliminates errors. After all, mistakes can not only be awkward, but also very expensive for example if a wrong addressee creates a GDPR data breach.

Enables self-service processes

Customers love it when, for example they can simply insure their car online, register an energy contract or make a booking. This enables new market entries and new customers.

Respond flexibly to market opportunities or legal changes

Flexibly automated documents can be adapted quickly, so you are also prepared for unpredictable situations.

Uniform and attractive corporate design

A uniform appearance is of great strategic importance in the business world.

Scenarios for document creation in companies

In many companies, documents are still created using copy and paste. Document creation is usually experienced as time-consuming, frustrating and tedious. The required content usually already exists, is distributed in different systems and is copied from the individual systems into the designated areas of the existing templates. This is flexible and allows employees to respond individually to different design requirements, but at the same time puts them under great pressure because copy and paste is very tedious and error-prone on the one hand, and very slow and therefore expensive on the other. That's why fast and error free generation of documents is essential. For example with dox42 you can fulfill GDPR Subject Access Requests fast, flexible, error free and lawful.

To overcome these challenges, companies often use automation, such as VBA macros, mail merge or office scripts. Even if this can somewhat reduce the number of potential errors and the intensity of manual work, it is still difficult to make the necessary adjustments to these macros and scripts. In most cases, complete process automation is not possible, it remains at “9 to 5”. From an automation perspective, this approach is a functional dead end.

The third and apparently most powerful approach that companies take is to rely on all-in-one document creation from an application, such as their ERP or CRM system. This enables many tasks to be automated and the ability to create documents around the clock, but is neither individual nor flexible. Changes and individual design adjustments cannot be made by the business users, but, because programming skills are required, only by the IT department. Flexibility is lost, or have you ever seen an attractive looking insurance policy?

The optimal solution would be to combine the intuitive and individual adaptation of documents by business users with flexible and powerful integration into any ERP, CRM or other systems. And now comes the good news: there is a solution!