Generate Documents That Wow Your Customers and Employees
- Products
- Build Your Own
- Document Management
- Document Generation and Assembly
Need to create formatted documents like proposals or quotes from customer and product information? Onboarding packages for new employees that combine standard corporate policies and benefits information along with personalized documents? Requests for information for vendors? Spending too much time creating, proofing and assembling document packages?
Better Communication and Less Risk with Document Generation
Using SpringCM Document Package Builder features, you can generate and assemble perfect business documents in just a fraction of the time. Document generation is simple using data from your business application software and easy-to-use wizards. Document assembly becomes a snap with just a few clicks to pull together standard and personalized documents into one easy-to-share PDF document.
Using SpringCM, you can:
- Communicate more effectively with prospects, customers, vendors and employees with the right combination of personalized and targeted documents
- Reduce risk by eliminating rekeying of data and use of conflicting terms, ensuring corporate standards are being followed, and enforcing standard approval processes
- Get more productivity from sales, customer service, human resources and vendor teams by eliminating the tedious work to create and assemble documents
Document Generation and Assembly Without the Hassles
SpringCM Document Package Builder lets you:
- Define wizards for generating personalized documents using standardized checkboxes, radio buttons and picklists
- Extract data from Customer Relationship Management (CRM) such as salesforce.com
- Merge data from wizards and business systems into MS Word and PDF templates
- Personalize your document generation with business rules to add specific paragraphs or section to documents based on data values
- Bundle and order as many documents as you need into a single PDF file
- Tailor document assembly with business rules to use specific documents in a document package based on data values
- Report on all documents that use specific paragraphs or terms
Put Your Documents to Work
Once your document is ready to go, you can put to work. With SpringCM you can automatically send completed documents off for review and approval, seamlessly distribute your documents with anyone with SpringCM sharing, collaboration and delivery features or deliver mobile content on iPad.
