Automation of documents becomes relevant in the company if you have many clients, and the staff of sales department spends time for drawing accounts, contracts, specifications and offers. All documents are standard therefore they can be formed automatically. It will allow managers to save up to 2 working hours a day. And all you need to do is to subscribe to CRM with document management https://www.bpmonline.com/crm/document-management-online.
For automation templates of the main documents, an information system will be necessary for good CRM + necessary data to create the basic document under the specific client where individual characteristics will be registered. The document is formed on the basis of a template, and the necessary information is loaded from the client’s card in CRM. If necessary, the system asks the manager several specifying questions, and, on the basis of it, the individual document for the client is created.

Automation of creation of individual documents for clients

The companies spend more than 30 minutes for preparation of one offer. But documents are usually identical, about 10% of contents change. Often the price list under the inquiry of the client is inserted into the informational system. Integration allows specifying to the manager the cost and the list of services/goods + to load special pictures from the general price list. As a result, the presentation is made individually. This leads to vast Sales Force Automation.
As the manager fills out information on the client, a specification is loaded from the client’s card, and the document is created automatically. In only 5 minutes (instead of 45).
For work with documents, there should be used a proper CRM. It is convenient as all documents are stored in a cloud, they can be edited and sent for the reference. Commenting on such a document, the client doesn’t make the change, and the manager can supplement it. Thus, coordination of the document happens without his constant copying.

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