Flexible Document Generation

Flexible Document Generation

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Flexible Document Generation

RTO Accelerator comes pre-packaged with a leading document generation platform built in, known as ‘Flexidocs.’

Flexible Document Generation

Flexible Document Generation

Flexidocs is a unique product that combines a powerful backend generation and electronic signing platform with incredible ease of not only use, but setup and configuration. The feedback from customers is that the system is extremely easy to setup and use, above and beyond anything else on the market today.

Glenn Richmond, CEO of CRM Online Australia Pty Ltd

Full Creative Control

Having full and unlimited creative control over how a document looks and feels can be the difference between a professional looking document and a simple, unimpressive one. By being able to create the templates for documents in MS word, excel or powerpoint, users are able to utilise the programs that they already know how to use and create documents which have the right look and feel to suit their company’s needs, without the need to use any coding or graphic design programs.

Design your documents

Design your documents

Multi-format Support

Flexidocs supports the ability to create documents in multiple different formats (MS word, powerpoint, excel or PDF), which allows users to automate the process of generate documents, spreadsheets, and even tailored client presentations in their CRM.

Multi-format Support

Multi-format Support

Interactive Fields and Configurable Workflow

Flexidocs supports a number of advanced features in it’s templating engine, including the ability to have conditional sections, looped sections (driven by relationship data in the CRM), formatting modifiers,and interactive fields, where customers are prompted to complete a required input before generating a document.

E-signing Ready

Flexidocs supports all three of the major electronic signing platforms (HelloSign, DocuSign and EchoSign), allowing the user to determine which platform will best suit their needs and requirements. Electronic signing allows users to send documents, directly from their CRM, to their clients for remote signing without needing to print or scan the document first.

E-Signing Ready

E-Signing Ready

Mobile or Desktop Signing

In addition to the ability to send documents, clients can also sign documents on their desktop, mobile or tablet. This allows for a simple and fast turnaround of document completion, allowing for sales to close faster. On top of this, users are able to take documents out to client sites and have them sign contracts ‘on the spot’ on a tablet or smartphone, decreasing the time taken for a document to be signed and delivered.

Sign on an iPad

Sign on an iPad

Mass Generation

The Flexidocs platform allows for the mass generation of documents from any object within the user’s CRM platform, giving the user the opportunity to create and send multiple documents simultaneously.

Merge Multiple Documents

Merge Multiple Documents

Dynamic Templating

Flexidocs allows for functionality outside of basic ‘pull fields’ within its templating structure. The platform allows users to create conditional sections (if/then structures), looped data and formatting macros (manipulating a document’s format, etc.). In addition, the templating engine also supports rules and restrictions dependent on the required data. This flexibility allows users to expand the depth of their documents beyond the use of simple fields and sections.

Merge Field Wizard

When creating document templates, Flexidocs provides a library of merge field tags that identify the fields that you would like to include in your template. This removes the need for users to navigate complicated tags or code to create their different documents, and provides a very user intuitive experience.

Merge Field Tags

Merge Field Tags

Document Template Console

The Flexidocs console is where you will store, update and manage all of your document templates in one easy to manage system. The focus has always been on providing a clean interface for users, and ensuring there is clear visibility across the types of documents generated in the CRM. The experience is uncluttered, and incredibly well refined.

Flexidocs Console

Flexidocs Console

Administrative Benefits

Flexidocs provides a number of lasting bene ts to users through it’s innovative design and intuitive interface, working to improve the day-to-day lives of sales and administrative staff in a variety of different industries. Each of these end-user benefits are outlined below.

By streamlining the document creation process, Flexidocs makes it simpler to generate contracts, quotes, certificates and letters directly from their CRM system. This removes the need to manually enter details into documents, speeding up the document creation process, and increasing the accuracy of documents by reducing the amount of human error that can occur in this process.

In addition to a more streamlined and accurate document management system, Flexidocs also creates an environment that increases compliance and reduces the legal risk of document storage and signing. This is managed through the electronic signing platforms, removing the need for physical delivery and signing of documents, whilst also capturing the signed documents directly back into the user’s CRM. This easy storage allows users to have easy access to the documents, whilst also reducing the possibility of misplacing the signed document at any stage throughout the signing process. This electronic storage also means that the documents can easily be referred to at a later date as they are kept in a secure and accessible location for the user’s discretion.

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