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In digital transformation processes, automation is a utopia that can seem out of sight – or even out of reach. With SkabelonDesigns Documotor, you have access to a document automation self-service portal. The platform enables you to create documents and presentations automatically from any service capable of utilizing REST services.
You can step right into the automation paradigm, or you can work your way in a step-by-step approach. Data is key – and automation honours data and the data management and processing. However, if you are not in a place, where you have structured data base, the SkabelonDesign Documotor is the place to get started. While you might start out with your Excel sheet as your database once you are confident in your data – you can swap sources and move to the next step in your document automation journey.
Real world automation
Documotor is system and data agnostic, meaning any system capable of transferring data can be used to generate automated documents. Automation of tedious manual processes for generation of quotes, proposals or contracts is one of the core strengths of our platform.
When working in salesforce a salesperson already keeps track of the account, the products, billing information. Utilizing existing data, with a click of a “Generate”-button, a finalized and professional PDF is ready.