Create & generate documents
Generate and assemble new documents fast
“A great product that is an economical option and a viable alternative to SharePoint."
Automate Business Workflows
Need to create formatted proposals or quotes from customer and product information? Onboarding packages for new employees that combine standard policies and benefits information along with personalized documents? Fulfill requests for information from vendors? Spending too much time creating, proofing, and assembling document packages? SpringCM makes it easy.
Generate simple documents
Capture data and generate documents, such as service requests, using eForms. And there's more: quickly create new eForms from attributes with a click to copy, then tailor them to suit your purposes. Even kick off approvals and other workflows.
Generate sophisticated documents
Flexible data sources mean you can generate documents from multiple data sources, like Salesforce, as well as user input. Flexible templates make it easy to generate the documents you need. Create customer-ready documents by automatically combining documents and templates to create a consolidated, finished document. You can use different field types to not only extract data from the forms but actually transform it (using an ETL framework) based on business rules.
More than just document generation
Some products will generate documents but stop there, and the rest is up to you. SpringCM let's you approve, deliver, and manage the entire lifecycle of proposals, quotes, and contracts from generating a document to closing a deal. Generated contracts are accessible and sharable anywhere – web, mobile, Salesforce, or virtually any web application. Naturally you have the full power of SpringCM to manage all of these generated documents, including approval workflows and eSignatures.