eDocs · Software and products
Contract documents without re-entering data.
Generates contracts, pre-contracts and related documents using the information already collected during the funnel.
How it works
- 01DataThe funnel already has the information
- 02TemplateThe right document is applied
- 03GenerationThe file is created
- 04ContinuityIt is sent, signed or fed into the process
The challenge
Documents usually appear at the end of the process and force you to repeat data the customer or agent has already entered.
What it does
eDocs reuses the available information to generate the documents each operation needs and keep them within the same flow.
eDocs
What you can do.
- 01Generate contractual and pre-contractual documents.
- 02Fill templates with customer and offer data.
- 03Adapt documents by product, brand or process.
- 04Attach documents related to the operation.
- 05Prepare documents for sending or e-signature.
- 06Integrate documents with CRM, ERP or other systems.
In one sentence
Documentation stops being a separate task and becomes part of the flow.
Products
One piece or the whole process. Your call.
Start where you have the most friction today and add new capabilities as your business needs them. Each eSave solution can work on its own or combine with the rest to build a tailored sales process. We integrate with your current channels, systems and processes to build on what already works.
Works well with
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