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Document Generation

What is Document Generation?

Document generation is a software solution that creates business documents – such as invoices, contracts, communications, and more – based on features available through templates or coding. These documents are fully automated, and the templates can be customized according to a company’s use and purpose. 

Document generation can be utilized for a wide range of cases. For example, you can create a quote for an insurance company which uses Salesforce. You can easily generate customized branded documents just in a few clicks with a document generator. You can also convert a complex document into a more smooth and easily read document by using document generation templates, or just simplify the process of making complex documents by making custom ones.

Why Automate Document Generation?

There are many benefits to automating document generation and it has a wide variety of applications in many industries, including:

  • Legal
  • Insurance
  • Healthcare
  • Non-profits
  • Financial services
  • Real estate

In fact, any sector that depends on paperwork can implement document generation automation to assist their process and ensure a paperless workflow.

Now, let’s get into the advantages of automating document generation.

  1. Reduce Errors: One major benefit of adopting document generation is reducing errors. Since there is less manual inputting of information and data, there is less margin for human errors, in both the creation process and overall formatting of the document. Also, with an automated system, there is less need for repetitive cutting, pasting, and double-checking for errors in documents. 

    This process reduces the element of human error and leads to increased accuracy in document generation.
  1. Improve Sales Efficiency and Productivity: Another advantage of document generation is the possibility of creating documents you need in a matter of minutes, which means improved sales efficiency and productivity. 

    Organizations and employees can save time and effort, which allows for concentrating on crucial workflows and more urgent work. Rather than searching manually for documents, with automatically generated documents everything is automatically implemented with a click away.
  1. Ensure Consistency and Compliance: One critical benefit of automated document generation is security. Everything stored and processed on one platform allows for greater security for documentation and data. 

    In addition, with pre-defined and approved templates and coding, it’s simple to create any type of document format, such as Word, PDF, Excel, and more.

How to Automate Document Generation

There are many platforms that automate document generation.

By automating the document creation process, sales representatives and channel partners can use such software to generate personalized documents based on pre-built templates, dynamic content, and CRM integrated data. All these features can be customized based on need.

Types of Generated Documents

  • Pricing Quotes
  • Business Proposals
  • Order Forms
  • Contracts and Agreements
  • Sales Collateral
  • ROI/Business Cases

Implementing Document Generation Software

By implementing document generation software, you can personalize your documents with guided selling and automatically localize your content.

You can also protect brand assets and visibility by using pre-defined templates that ensure your brand logo, colors, and messaging are professionally put forth and always up to date with personalized templates.

You can additionally manage and customize your templates by using a drag-and-drop user interface for quick and easy template setup. Most document generation software will be supported on any type of device, such as desktop or mobile. 

Synonyms

  • Proposal Generation
  • Contract Generation 
  • Document Automation

People Also Ask

What is a document generation tool?

A document generation tool is a tool that uses the data you collect to automatically create and generate custom documents and deliver them on the go for your use.

Many integrate with Salesforce and other CRMs to accelerate the sales process and increase efficiency with automated workflow.

Which software is best for creating documents?

There are various crucial advantages and benefits in implementing document generation software and many to select from, with DealHub as one of the highest rated. Ratings and user experience feedback make DealHub’s document generation tool stand out for many reasons, including the fact that DealHub can integrate with a variety of different CRMs, such as Salesforce, Microsoft Dynamics 365 Sales, HubSpot CRM and SugarCRM.

What is automated document generation?

Automated document generation is a process that involves generating documents via a digital platform or software. The document is created by using either a template or code which is integrated into an automated workflow. This eliminates manual data entry, paper use, and time-consuming processes.

How does document generation software work?

The process of automatic document generation is as follows:

Step 1: Determine your document type and the elements you want it to include.
Step 2: Set up a custom template or use a pre-existing one in the software.
Step 3: Choose the template or type of document you need.
Step 4: Add in any new required information (address, name, etc.).
Step 5: Cross-check automatically or manually.
Step 6: Generate documents.