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So you’re looking for a document automation software that can do it all?
You need a wizard that will help you automate tasks, collaborate with your team, integrate with existing apps, and provide extensive features.
Well, the good news is that it’s not impossible to find such a wizard. The bad news? It may require some research on your part.
More good news?
I’ve done the research for you!
So let me take you through all you need to know to choose the best document automation software today.
Document automation software creates, automates, and distributes documents. Think of it as an all-in-one tool for managing all your business files.
These tools typically use templates and pre-designed workflows to make producing documents as smooth as possible.
Document automation software can be used for a variety of document types, including:
These tools can usually be integrated with other software systems, such as customer relationship management (CRM) and enterprise resource planning.
We love using document automation software at Process Street.
Why? Because these tools come with a number of amazing benefits that improve business performance.
Document automation software can significantly reduce the time you’ll spend creating and editing documents.
And since time is crucial for business performance, your productivity will skyrocket.
Did you know that human-made errors can be greatly reduced?
Document automation software ensures consistent and accurate data entry, reducing both errors and non-compliance issues.
One-size-fits-all options may be functional, but they’re not fun.
With document automation software, you can personalize templates for specific document types, making them as customized as you like!
Real-time collaboration is important to many organizations, particularly those operating partially or fully remote.
Document automation software allows multiple users to work on the same document simultaneously.
The result? Your team’s collaboration capabilities will be boosted instantly.
Document automation software provides greater control over document access and permissions.
So it’ll improve security and reduce the risk of unauthorized access or data breaches.
As I mentioned above, document automation software can significantly benefit your business in many ways.
That being said, there are some challenges associated with implementing and using this type of software.
I’ve listed some of these challenges for your convenience:
If you take these challenges into consideration and attack them head-on, you’ll still reap all the benefits I’ve talked about before.
Document automation software will help you save time, improve document quality, and increase productivity.
But what are the features to look out for when searching for the best tool for you?
This is a must-have for any automation software!
Conditional logic is a powerful feature that lets you create dynamic workflow runs with if-this-then-that logic.
For example, with conditional logic, you’ll be able to create documents based on specific criteria, such as customer type or product selection.
Watch this video to find out more:
Conditional Logic – Create Branching Processes
A good question to ask yourself before purchase is: “Is this software able to integrate with my other tools?”
If the answer is no, keep looking.
Integrations with other systems are incredibly valuable, as they’ll make it possible to populate data fields automatically.
Automating your workflows will make sending approvals, creating notifications, and minimizing errors a breeze.
Automations pass data to and from apps, lowering the amount of manual copying-and-pasting your team needs to do.
Your chosen software should also be able to generate documents in a variety of formats, including:
It should also come with the option to distribute your documents via email, print, or digitally.
After testing out 20 different software packages, I’ve decided that the following 3 are beneficial for most circumstances.
A robust and extremely powerful automation tool for workflow creation and management. Process Street is a cloud-based platform with dozens of features.
This document automation software allows users to create, send, and track documents, such as proposals, quotes, and contracts.
Document automation software that allows you to create templates and automate documents HotDocs is a useful little tool that offers advanced document automation capabilities
Incorporating document automation software into your business can be tricky, but it’s definitely worth it.
It’ll improve your business performance, aid team collaboration, and eliminate manual errors.
But how helpful it’ll be depends on the kind of software you choose. I provided you with some essential features to look out for, so it shouldn’t take long to find the perfect tool for your business.