Automation  |  Document Management

8 Things Document Automation Can Do for Your Company

By: John Mancini June 10th, 2010

As standard documents become more complex, and organizations adopt new systems and technology, the information for these documents needs to come from different places. Pricing information may come from a financial management, sales configuration, or Enterprise Resource Planning (ERP) system, while customer contact details may be stored in a customer relationship management (CRM) or contract management system. Other parts of these documents may only need to be included in certain situations, or spreadsheets that contain charts that need to somehow be incorporated. This process is often time consuming, unwieldy and error-prone. Organizations can gain extra efficiencies and optimize their resources by automating the creation of standard documents. Automation can also extend traditional templates to become more powerful by taking advantage of new technologies and other data sources.