See how Aiddocs can fit in your workflow and solve your problems.
You produce documents with different brands, in different languages or in several countries with different legislation. These documents typically contain the same structured data and are produced from common application systems.
Documents are produced from different service channels: from web-store, mobile apps, ERP, CRM or other operative applications. These documents should always conform organization’s brand and legal guidelines and be in-line with each other.
Documents are edited by employees from centrally managed Microsoft Office document templates. Brand, quality and legal experts are due to manage the templates and ensure the conformance of the produced documents.
Documents need to be stored in document management system(s) and signed electronically in some signing service. The metadata of stored documents as well as the e-signing parameters need to be managed centrally. From user’s point of view this process should be as easy and straightforward as possible.
The typical sales process starts with customer data stored in a CRM database. First you prepare a proposal for the customer, and then the actual order agreement to be signed. In this process you want to keep the case specific data in the database(s) to be able to reuse and search it afterwards. However, the proposal and agreement templates should be easily maintainable by the lawyers and product experts.
Technical documents can be based on large and complex data structures. They can be long, have tens or hundreds of pages, contain images, tables, references and technical formulas. Managing their contents, and producing easily readable layouts may be very challenging, especially, if you want to present the content for the customer in easily readable format.
Sometimes you may need collect and merge document data from many different sources. For example you want to fetch graphics, maps, images or text phrases from external interfaces and combine these elements with your layout templates and client data. Traditionally this can only be accomplished with expensive custom programming.
See more use cases in Client Cases.
