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3 Reasons to Adopt Document Automation

Lacey Jackson
November 7, 2019
Min Read

At Formstack, we strive to be your one-stop shop for data gathering, document generation, and eSignature collection. With the growing expectations of workers and consumers for automated, mobile, and cloud-based solutions, businesses with outdated analog practices need to make some changes. While adopting new technology requires planning and effort, it doesn’t have to be difficult.

From invoices to receipts and proposals to agreements, document generation is what keeps your business up and running. Automating how you generate those documents is what will keep your business thriving. If you’re still not convinced, we’ve gathered the three most impactful ways document automation can improve your business.

Read More: Need help creating buy-in for new technology in your office? Check out our five tips for getting staff on board.

1. Improve Efficiency

The impact of document automation on efficiency is obvious. The hours your staff currently spends repeatedly entering data into documents by hand could be replaced with the click of a button. Think about how much time you would save by automating that process using the tools you already have?

As an example, with Formstack Documents, you can integrate with your Salesforce org  account to automatically create customer contracts when you change a record from Open to Won.

document generation

Get the full tutorial: Automatically Generate a Price Quote from Salesforce.

2. Increase Accuracy

Have you ever shared a document with a client only to turn around and realize that the final version contained a typo or misinformation after it had been sent? Automated document generation can greatly reduce the errors caused by manual data entry.

For an important document such as an invoice, accuracy is critical. With just one number out of place, you could collect a payment for too much or too little. With Formstack Documents, you can simply set up a template to automatically generate for all your clients at the end of each month.

This way, the data in your document is always added correctly, the appearance of your document is consistent, and invoices are scheduled to be sent out in a timely manner. Document automation will give your staff peace of mind that documents were sent correctly, and you’ll improve your customer experience by avoiding errors and letting them know what to expect.

Automating receipts document generation

3. Collaborate With Clients

While we’re on the topic of an improved customer experience, let’s talk about other ways document automation can create happier customers. Consider how many different departments interact with your customers on a regular basis.

Your sales, customer support, and finance teams are probably just a few of the teams that participate in your customer journey. How streamlined and consistent are their communications? How many different systems are involved?

It’s so important that you’re monitoring how and how often your customers are interacting with your organization. When it’s time to send documents, like invoices or contracts, it’s in your best interest to automate the creation and sharing of those documents in order to optimize the customer experience. Otherwise, you could risk losing your clients to a competitor.

Document automation has a snowball effect. Imagine that you didn’t have to wait for your finance team to provide the data you need to create receipts for customers. Tasks are completed quicker and more efficiently when you don’t have to wait on someone else to get started. When more work is being accomplished, revenue grows.

Want to streamline your business even further? Stop waiting for in-person signatures. With our eSignature tool, you can send documents directly from Formstack Documents, and your clients can sign using their computer, tablet, or mobile phone. Try it free!

human resources document generation

Document automation can greatly improve your organization’s overall efficiency, and getting started is easy. Formstack offers a comprehensive platform so you can build forms, automatically generate documents, and collect eSignatures with a tool you can trust.

You can test our document generation tool, Formstack Documents, with a 14-day free trial. Don’t let manual document creation hinder your revenue growth. Get started with automated document generation today.

Try Formstack Documents


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Lacey Jackson
Lacey is a Product Marketing Manager at Formstack who is dedicated to creating content that showcases the power of the Formstack Platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
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