Intelledox

Document automation



Every organization should be able to reduce the time spent performing manual administrative tasks so they can focus on doing work that matters.




Customer-Communications

By taking control of the document life cycle through automation, organizations can boost efficiency across their entire operations while ensuring document accuracy, consistency and professionalism.

Document automation can be combined with smart web forms to open a simple channel of communication that is easy to understand and use. It can also push data into existing CRM and line of business applications and automate document generation with data transformation.


Document automation makes it easier to produce and distribute effective customer communications.

It streamlines business processes, establishes order, reduces human error, allows for the central management of common content and enforces business branding such as logos and layouts.

Use examples:
Contracts
Quotes
Proposals
Financial reports
Customer correspondence