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Document generation is of no small importance in any business. It makes the processes that require document production 100 times more efficient. Without the right digital document creation tools, it will take up the lion's share of workers' working hours. Everyone is aware of Microsoft Word and Libreoffice, Pages and other word processors built into major operating systems, and often uses them. However, sometimes you need much more functionality to create text than they have to offer. 
Practical experience shows that an inefficient document management system in companies can result in a loss of up to 40% of the value of their contracts, whereas automation and proper management can save more than 80% of the time and increase their value. All of this points to the need to choose the <a href="https://www.pandadoc.com/document-generation/" target="_blank" rel="noopener noreferrer nofollow">best document creation software</a> and document automation. But it is worth knowing that not all software solutions are created equal. You can't pick the first tool that comes along and expect significant results from automation. A systematic approach to selecting the best system is important here. 
<h2 id="strong-basic-steps-in-selecting-a-programme-strong">Basic Steps in Selecting a Programme</h2> 
These software packages help to automate the processes for creating, distributing and archiving documents with adapted workflows, to create and manage letters based on templates quickly and easily. However, in order to properly optimize the workflow of a company, the choice of letter generation software must be made responsibly. To do so, you need to consider a number of important factors. 
Evaluate your automation needs. Make a list of important documents that are used repeatedly and would make a big difference if they were automated. The industry in which the core business is conducted will play a key role in determining your automation needs. Some of the common documents that may need to be automated include: 
<ul> 
 <li style="font-weight: 400;">Financial statements and reports.</li> 
 <li style="font-weight: 400;">Reports of clinical trials of pharmaceutical products.</li> 
 <li style="font-weight: 400;">Employment records.</li> 
 <li style="font-weight: 400;">Insurance policies.</li> 
 <li style="font-weight: 400;">Contracts.</li> 
 <li style="font-weight: 400;">Accounts.</li> 
 <li style="font-weight: 400;">Client profiles and more.</li> 
</ul> 
To select a document generation platform or <a href="https://www.pandadoc.com/cpq-software/" target="_blank" rel="noopener noreferrer nofollow">cpq platform like Pandadoc</a>, it is advisable to involve employees and ask them what they think is most needed in the automation process. In each department, there are certain documents that take up the most time, but are also important. This process will help to determine the best solution. It should be understood that there is no universal solution for everyone, so it is essential to identify the basic needs of the company and then match these to the software. 
Research and free versions. To match the necessary needs with a solution, you need to look at the different vendors and their offerings. Read reviews, get recommendations and, if it is possible, try out the best options. There are hundreds of vendors and it is impossible to review absolutely all of them, so limit yourself to the most popular options and then find the ones that fit your needs. When doing your research, you need to pay attention to the following: 
<ul> 
 <li style="font-weight: 400;">The user interface.</li> 
 <li style="font-weight: 400;">How much integration with other programmes is possible.</li> 
 <li style="font-weight: 400;">The possibility of working together with already installed programmes.</li> 
 <li style="font-weight: 400;">Availability of language options.</li> 
 <li style="font-weight: 400;">The level of security of the PC.</li> 
 <li style="font-weight: 400;">Availability of administrative control.</li> 
 <li style="font-weight: 400;">Flexibility of client support.</li> 
 <li style="font-weight: 400;">Connectivity to different data sources.</li> 
 <li style="font-weight: 400;">Scalability and upgradability of PCs.</li> 
 <li style="font-weight: 400;">Pricing policy.</li> 
</ul> 
Once the necessary software parameters have been fully investigated, it is necessary to decide on a choice and install a trial version. Only through practical use one can understand whether a particular software is suitable for a company and how document generation is carried out. When choosing a programme, it is worthwhile asking about feedback from customers who are already using the product in question. This will also help narrow down the search for the best option. 
&nbsp; 
<h3 id="strong-the-range-of-document-management-software-on-the-market-strong">The Range of Document Management Software on the Market</h3> 
Document management software addresses the issues of optimizing, automating, managing, retrieving, storing, editing and tracking documents electronically, significantly reducing paper usage and errors. 
Today there are thousands of different software tools for these purposes, but it's important to make the right choice, so it's worth getting to know the best systems. 
PandaDoc is an excellent solution for small and medium-sized businesses which has a number of essential options: digital signature, huge library of editable templates, advanced analytics and traceability systems and control. The software ensures a sufficiently high level of security. A free 14-day demo is provided by the manufacturer. 
Bynder is ideal for medium and corporate businesses, especially for companies with a creative process that is quite difficult to optimize. The system offers many features for creative production and marketing teams, such as branding, advanced custom themes and advertising management features. A free version is offered for 14 days. 
DocuSign is a good development for medium and small businesses. The program consists of a suite of digital document management tools and focuses more on agreements and other sales-related documents. The developer offers a free version for 30 days. 
When choosing, it is important to remember that there is no single solution for all companies. Success in choosing document automation software depends first and foremost on understanding the necessary needs of the business, and only then on doing the research work to find something that fits the requirements perfectly, taking into account the software options that are already in use. 
Source: <a rel="noopener noreferrer nofollow" target="_blank" href="https://thebittimes.com/how-to-choose-a-letter-generating-software-tbt62351.html">https://thebittimes.com/how-to-choose-a-letter-generating-software-tbt62351.html</a>

How to Choose a Letter Generating Software?

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TheBitTimes

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