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PandaDoc is a highly-rated document automation software with an easy-to-use interface, advanced analytics, customizable templates and workflows, mobile app, and integrations with other busines... iForms enables businesses to generate and design professional documents and reports electronically.

The primary purpose of document automation software is to create documents faster by automating the time-consuming, labor-intensive manual processes associated with drafting and creating common documents. However, a document automation system offers many other important benefits beyond time and cost efficiency.

Document automation leverages third-party data to instantly generate personalized client reports, pitch books, fact sheets, and more, while saved templates turn document assembly into a repeatable process, making more time for engaging customers with tailored solutions.

As a baseline, document automation is software that allows you to collect data and generate documents automatically, based on rules that you set up in the software for those documents.

Here are a few tips for creating effective process documentation: Understand the process, steps, decision points, and who is involved. Use a template to help you get started. Choose the right tool to automate your process documentation. Keep it easy to understand.

Document automation (also known as document assembly or document management) is the design of systems and workflows that assist in the creation of electronic documents. These include logic-based systems that use segments of pre-existing text and/or data to assemble a new document.

Examples include generating, saving, sending, (digitally) signing and archiving documents such as quotes, contracts, reports and mailings. Automating the document process using software is what we refer to as ?document automation?.