Efficiently Create and Add Control to your Documents

SpringCM Document Generation is the primary tool for generating new documents or contracts to launch workflows. Our solution is designed with both the SpringCM administrator and end-user in mind, by providing flexibility to best match your organization’s specific needs including the ability to upload third-party documents.

Configure Templates

Working from pre-approved templates saves you significant time in the review process. With Document Generation, you can configure custom templates for your most common types of documents. This template configuration gives you ultimate control over all your document generation activity.

See Document Generation Configure Templates

Merge Data

Your templates can be populated with the most current data from any source, including Salesforce. Users are also able to manually enter data through our custom form options. SpringCM is flexible and works with multiple platforms across your business.

Document Generation Merging Data

Launch Workflows

Automate your reviews and approvals by initiating a customized workflow once a document is created. Increase the internal efficiency of your teams by automatically sending documents to the appropriate people for review.

Launch a Workflow

How do you keep up in the Age of Digital Transformation?

In this e-book, you'll learn how:

  • Revenue advantages of document management
  • Manage risk with structure
  • Understand financial implications of cloud-based solutions
  • Document management will evolve

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