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Solutions
Automation


DOCUMOTOR




DOCUMOTOR - DOCUMENT AUTOMATION TO THE NEXT LEVEL

DocuMotor by Omnidocs is a document automation platform that allows any system
or process to benefit from document generation. DocuMotor is both system and
data agnostic, meaning any system capable of transferring data can be used to
automate documents.

The user interface is fully scalable and functions independently. The solution
enables data to be automatically implemented and/or transformed into any
required format and output; documents (Word, PowerPoint, Excel, PDF) and/or
element (e-mail, website, database).

 * DocuMotor is a Document Generation API as a Service (SaaS)
 * DocuMotor is a document automation self-service portal
 * DocuMotor is system and data agnostic, meaning any system capable of
   transferring data can be used to generate automated documents
 * DocuMotor is based on Microsoft Office templates, meaning administrators can
   work in familiar environments

 

 


[WEBINAR] DOCUMENT AUTOMATION: HOW TO IMPROVE YOUR SALES PROCESSES IN 2022

Wednesday the 9th of March at 02:30 PM CET, we will be hosting a webinar.

Join our CTO & Partner, Morten Hald Mortensen and our guest-speaker, Sales
Operations Manager at Templafy, Egil Andreu Gräs Clavel, when they show you how
to save time, reduce errors, and get better control over your sales documents in
2022.

Read more and sign up for the webinar below.

Read more and sign up



WHAT IS DOCUMOTOR

With DocuMotor, the power of automation is handed over to all companies and all
users.

DocuMotor is your access to a document automation self-service portal.

 * Empowers users to generate documents quickly with little training
 * Data is updated in its natural environment, but remain accessible, usable and
   implementable in any format and output needed
 * Enables all users to have updated data available in the formats and outputs
   they use, instead of lying dormant in a database
 * Enables all users to focus on their primary tasks by automating data
   transformation into any required output. Data is managed in the database, but
   automatically accessible in the formats and outputs needed to utilize it
 * Automatically generates output documents that have been enriched with the
   data in a quicker and more automated way
 * Multiple data sources can be merged into any single document output, such as
   tenders, resumes, letters, products sheets, presentations, etc.

Each automation template contains both data transformation and a template
definition. The data transformation e.g., makes sure that your products are
filtered and ordered correctly, numbers and dates are formatted, and the correct
sections show up in the document. The template ensures that the visual design is
compliant, and that the document represents the freshly transformed data.
DocuMotor makes sure that your data fits the document you want to generate.


WHAT IS DOCUMENT AUTOMATION REALLY?

We've asked Omnidocs CTO Morten Hald Mortensen that exact question


Let Morten talk you through Omnidocs’ view on document automation, what our
DocuMotor engine is, and how you can utilize both to improve your business
processes


DOCUMENTS ARE AMAZING.

Whether they are created in Word, PowerPoint, Excel or even Outlook, they are
vessels for information. Documents support businesses, by forming a static piece
of information that enables people to give feedback, comment and agree on the
content. At Omnidocs, this is one of the most important reasons why we love
everything that interacts with documents.


TEMPLAFY X OMNIDOCS

DocuMotor CPQ - Document Automation
Learn how Templafy, the global leader within content enablement, has used
DocuMotor to improve their sales processes, their average deal size, their data
fidelity, and increased the happiness of their sales reps




WHO NEEDS DOCUMENT AUTOMATION?

Document automation allows organizations to reduce manual data entry, minimize
proofreading time, and reduce the risks associated with human error. Document
automation is most critical for users who deal with heavy amounts of documents
and frequently need to create routine documents at scale.

Various industries benefit from document automation for a range of use cases.
Every industry, field, and office should be looking for a way to automate its
document creation.

 

 

01

SALES DOCUMENTS


Often, Sales teams must prepare transactional documents like proposals and
invoices, negotiate on contract terms, and take part in contract management.
Automated processes create workflows that frees up time, allowing sales teams to
focus less on administration and more on generating sales.

Contracts are an invaluable part of the sales process. Being able to streamline
them enables sales teams to retain valuable clients, close deals faster and
focus on sales instead of having to distract lawyers with routine contract
drafting. If your sales team does not have the support of your legal team, it is
important to have the most updated templates and to be able to draft flawless
contracts without spending too much time on them.

Document automation software for Word helps you draft documents based on your
current needs. All you need to do is answer a few simple questions that will
determine the final look of the document. Or perhaps the process starts directly
in the CRM system. The system (‘opportunity’) holds all the data needed to build
the quote, and from there the individual rep might want to add a cover letter or
details that builds rapport via context.

Reps can only move as fast as the documents they’re producing. With document
automation, they can close deals faster, create invoices more efficiently and
accurately and achieve business outcomes faster.


02

PRODUCT MANAGEMENT DOCUMENTS


Manufacturing companies that are blessed with many SKUs also have the curse of
high complexity in their work with creating an overview of what they are
selling. Whether it is a B2B or a B2C company, working with labels, catalogs and
other documents tied to the SKUs can be fully automated with as high design
ambitions as needed. Go ahead and combine your product data with your corporate
branded designs, and why not wait with the document creation until someone
presses download on your website?
Go ahead and combine your product data with your wonderful corporate designs –
and why not wait with the document creation until someone presses download on
your website?


03

RECRUITMENT AND CONSULTANCY DOCUMENTS


In recruitment and professional services, CVs and references are key to being
able to operate. Oftentimes, the data is available somewhere in the organization
but the work with creating the actual documents is dragging out as it poses a
massive effort.

Document automation is about creating the designs and structuring the data. If
the data is not 100% accurate to what is needed, then a solution that includes
data transformation will be ideal.


04

LEGAL DOCUMENTS


Access to organized information and distribution is key to law firms and legal
teams. Moreover, document automation helps law firms and legal teams automate
the creation of documents quickly and accurately. Contracts, approvals and other
legal documents usually entail complex clauses, values within the clauses, names
and dates. These aspects make those documents time-consuming and expensive to
create manually.

The document automation software uses your firm’s already existing legal
documents, such as contracts, purchase agreements, estate planning documents,
leases and licenses to generate automated templates, which you can use to create
new legal documents.


05

GOVERNMENT AGENCY DOCUMENTS


At the local, state, and federal levels, government agencies are drowning in
paper. While many agencies still heavily rely on paper forms, applications,
reports, and records, they are also under pressure to streamline operations and
reduce operational costs.

With document automation, government agencies can save time by quickly and
easily generating repetitive documents such as reports, meeting minutes, RFPs,
inspections, administrative decisions, stakeholder responses and more.
Public-facing documents, such as record requests, tax forms and benefits claims
can be automated by linking web forms to backend document generation, preventing
repetitive work in the process.


06

HEALTHCARE DOCUMENTS


Healthcare is one of the industries that can save big on implementing document
automation to generate, manage and transform contracts, insurance policies,
invitations, and claims. The healthcare industry is one of the largest
generators of documentation, accounting for 30 percent of total data created
globally per year. Generating complex documents from defined templates
containing crucial business logic and rules, can streamline entire departments’
work by reusing content and reducing the most repetitive activities. Another
advantage is the quicker sharing of information, providing real-time access to
the data behind healthcare documents.



FLAWLESS DYNAMIC DOCUMENTS WITH DOCUMENT AUTOMATION

If you’re interested in DocuMotor or want to learn more about document
automation,
please fill in the form, and we’ll be right with you.

Contact us
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