Document Generation: Creating documents automatically
Various different types of documents are needed a daily basis in companies, schools, various organisations and different industries. Invoices, reports, contracts, presentations, quotes, labels, order confirmations, tickets, school reports and many more. And the demand on the documents as well as their creation is high: for example, the documents need to be designed well within the CI-standards, and the document generation needs to be easy to handle, quickly and error-free. This and much more is possible with document generation and document automation. Let's have a closer look at the advantages, the benefits and scenarios of document generation.
You can benefit from automatic document generation
Enorm Zeit sparen
Dokumente manuell per Copy/Paste zu erstellen kostet unglaublich viel Zeit und Nerven. Rechnen Sie mit unserem ROI Kalkulator selbst aus was Sie in Ihrem Unternehmen sparen können.
Schnellere Reaktion auf Anfragen
Wer sein Angebot schneller seinem Kunden zusenden kann, hat allein dadurch einen Vorteil.
Keine Fehler mehr
Automation vermeidet Fehler. Immerhin können Fehler nicht nur peinlich, sondern auch sehr teuer werden, wenn z.B. durch einen falschen Adressaten ein DSGVO data breach entsteht.
Ermöglicht Self Service Prozesse
Kunden lieben es, wenn Sie z.B. ihr Auto einfach übers Web versichern, einen Energievertrag anmelden oder eine Buchung abschließen können. Das ermöglicht neue Marktzugänge und Neukunden.
Flexibel auf Marktchancen oder rechtliche Änderungen reagieren
Flexibel automatisierte Dokumente lassen sich schnell anpassen, so sind Sie auch für unvorhersehbare Situationen gerüstet.
Einheitliches und attraktives Corporate Design
Weil ein einheitliches Erscheinungsbild in der Geschäftswelt strategisch von großer Bedeutung ist.
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.
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!
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Combining the advantages of an attractive document design with many data sources and server-side document automation? The solution!
Variety of systems
dox42 integrates into a variety of systems such as SharePoint, Teams, SAP, MS Dynamics 365 CE, Power Automate and Azure Active Directory.
You benefit from an excellent process of automation and a highly secure document creation.
Attractive document design
An attractive document design in Microsoft 365 (Word, Excel, PowerPoint) enables business users to design and adapt document templates easily, intuitively and without programming in their own corporate design. This saves an enormous amount of time and eliminates the risk of copy & paste errors. In addition, the number of templates is significantly reduced through the use of intelligent conditions and text modules from any number of data sources.
No-Code Tool
dox42 is a no-code tool. Data from all sources such as SharePoint, Dynamics 365, SAP, Excel, SQL etc. can be integrated easily and without technical knowledge. You can also run document generation on a server. You can choose to do this in the cloud or on site. With just a simple click or workflow, all your documents are created automatically.
Curious about in how many months your average breakeven will be achieved by implementing dox42?
With our ROI Calculator you can have your personal scenario calculated automatically and get a first impression of the possibilities with dox42.