Document Generation

The Solution You’ve Been Waiting For

Document generation is one of the most useful and readily available integrations out there. Most businesses produce documents, and everyone hates doing it. It’s time-consuming, boring, and prone to human error.

You might have a template you edit to save time, but mistakes still happen—wrong addresses, misspelt names, or mixed-up figures. These errors often go unnoticed, but not by the client. They know their name, address, and figures, so when they get the document, they spot errors immediately.

Let’s dream up the perfect solution, shall we?

Criteria for the Perfect Document Generation Solution:

• Accuracy: It never makes mistakes. It always gets data from the CRM 100% correct.

• Availability: It works 24/7, so your documents are created exactly when needed.

• Speed: It creates documents in seconds, whether one page or 100 pages long.

• Cost: It costs significantly less than employing a staff member to do the same work.

Automation is the answer. Here’s how it works:

When you need a document created, there might be a button in your CRM, or it could happen passively as you move the customer through stages. The system does everything from compiling the necessary data, checking for missing information, and generating the document. It can then send it to the customer, yourself, or save it to the system.

And yes, it will do this perfectly every single time.

AI is also a valuable tool for document generation, especially when you need to create a unique and personalised message. If there’s a free-type section that’s confusing or hard to get right, AI can generate accurate content tailored to the specific customer and situation.