Your Documents Could Probably Use an Overhaul: 4 Ways a Document Generation Solution Can Help

Believe it or not, no company is perfect.

I know that is not necessarily Earth-shattering news here, but it is important to remember that every successful company is always looking for a way to get better in one way or another. One of the hottest trends in the last few years has been the focus on customer communication in the digitization age. Now more than ever, keeping your current customers engaged and happy with the product you are selling is not only difficult to do, but it is extremely important as well. It goes without saying, but without making your customers happy, your already-not-so-perfect company could very easily turn into a not-existing-anymore company.

As my High School English teacher would say after I handed in a paper without a conclusion – “So what?” So what can we do to help companies more effectively communicate with their customers? How can we adapt to the way customers are receiving data and staying engaged in a product?

The journey to successfully communicating with customers starts with documents you send out. Whether it is sending a packet of marketing brochures to try and “woo” a prospect, or piecing together the information for a crisp-looking contract, and everything in-between, a world-class document generation solution can make all the difference. Here’s what I mean…

Again, not quite re-inventing the wheel here, but humans make mistakes. Although mistakes have been chalked up as the norm for years, a document generation solution can solve those classic human errors we all experience. Automating the process of generating documents drastically reduces the potential for human errors to creep in and spoil an otherwise flawless proposal. Remember that making mistakes is a normal part of life, but it does not have to be a normal part of your company’s processes.

There are so many different moving parts throughout a company that have to work together to make sure that things go according to plan, and there is no better way to assure consistency across all of your departments than with a document generation solution. Having the ability to collaboratively work on a big proposal is invaluable, and oftentimes something that is completely overlooked. Keeping the line of communication clear between the legal, marketing and sales departments for example, is just one aspect of a document generation solution that can end up taking your customer communication practices to the next level.

People nowadays walk around with more power at their fingertips than entire generations that came before them – so it is up to companies to adapt to the way they communicate. Using a document generation solution like Xpertdoc can ensure that you are effectively communicating with your customers, and ultimately driving revenue because of it. Generating your documents is one thing, but what you do with them once they are finished is key. With omni-channel delivery, a document generation solution can make sure that you are communicating with your customers the way they want to be communicated with, and the sky really is the limit.

Nobody, especially your sales team, likes busy work. Going through a document and manually making sure that each line of information is correct is not only exhausting, it is a complete waste of your time and resources. Solutions that automate the document generation process will give your sales team more time to do what you pay them to do – sell. I have seen precious work hours being wasted trying to reformat a table in a document because a salesperson needed to add a line item, only for the entire document to end up distorted.

As trends have shown, more and more companies are waking up and realizing the importance of customer communication, and if it hasn’t happened already, that problem will be brought up in your own board room sooner or later. Don’t be afraid of adapting to the ever-changing atmosphere of customer communication – embrace it!

To learn more about our document automation, generation and customer communications management solutions, follow us on Twitter: @xpertdoc, @dhansonxpertdoc

Document Generation Solution

COVID-19 update

The spread of COVID-19 continues to evolve and in this context, we wish to inform you that Xpertdoc is closely monitoring the situation and would like to inform you of the measures taken by our team to support its employees, customers and partners.

We do not foresee any impact on the delivery of our services and want to assure our customers that we are executing our continuity plans in order to ensure that our customers continue to receive our services without jeopardizing the safety and security of our personnel.

In accordance with the recommendations of government authorities, here are some of the measures being taken by Xpertdoc:

Remote work for all employees
Arrangements have already been made and we have requested that all our employees work from home. Our continuity plan includes a full deployment of remote work arrangements to ensure uninterrupted service to our clients and partners.

Hosting and cloud services
We have been assured by our suppliers that there are no known impacts to these services, and we are confident that we are able to effectively manage the delivery of our cloud services to all our customers.

We have cancelled all business travel until further notice for all our employees. If employees have or will travel for personnel reasons, they will be asked to respect the quarantine delay before participating in any business activities.

Events and gatherings
All our events have been postponed or cancelled. Our employees are no longer allowed to participate in any events, seminars or gatherings.

We are committed to providing the best possible service to our customers and partners, to ensure that you can continue digital communications with your own audience. In these critical moments if we can help please do not hesitate to contact us.


The Xpertdoc Team

Mise à jour sur la COVID-19

La propagation de la COVID-19 continue d’évoluer et, dans ce contexte, nous souhaitons vous informer que Xpertdoc suit de près la situation et que notre équipe a pris des mesures pour soutenir ses employé(e)s, clients et partenaires.

Nous ne prévoyons aucun impact sur la prestation de nos services et voulons assurer nos clients que nous mettons en œuvre notre plan de continuité des affaires, afin de garantir que vous continuiez à recevoir nos services, sans compromettre la santé et la sécurité de notre personnel.

Conformément aux recommandations des autorités gouvernementales du Québec, voici quelques-unes des mesures prises par Xpertdoc :

Travail à distance pour tou(te)s les employé(e)s
Nous avons demandé à tou(te)s nos employé(e)s de travailler à domicile. Notre plan de continuité des affaires comprend des arrangements de travail à distance pour assurer un service ininterrompu à nos clients et partenaires.

Hébergement et services infonuagiques
Nos fournisseurs nous ont assuré qu’il n’y avait pas d’impacts connus sur les services d’hébergement et infonuagiques. Ainsi, nous sommes convaincus d’être en mesure de gérer efficacement la livraison de nos services infonuagiques à tous nos clients.

Nous avons annulé tous nos voyages professionnels jusqu’à nouvel ordre, pour tou(te)s les employé(e)s. Si des employé(e)s ont voyagé ou doivent voyager pour des raisons personnelles, il(elle)s seront placé(e)s en quarantaine pour une durée de 14 jours, avant leur retour au travail.

Événements et rassemblements
Tous nos événements ont été reportés ou annulés. Nos employé(e)s ne sont plus autorisé(e)s à participer à des événements, séminaires ou rassemblements.

Nous nous engageons à fournir le meilleur service possible à nos clients et partenaires, afin de garantir que vous puissiez continuer vos opérations sans interruption. Dans ces moments critiques, nous sommes là pour vous aider. N’hésitez pas à communiquer avec nous si nécessaire.


L’équipe Xpertdoc