How to automate the drafting of simple documents such as contracts, acts, additional agreements or invoices

How to automate the drafting of simple documents such as contracts, acts, additional agreements or invoices Automation of drafting simple documents, such as contracts, acts, reports, invoices, is useful for several reasons:

  1. Increasing efficiency and reducing time for drafting documents.
    Automation allows you to reduce the time for creating documents, which allows you to perform work more efficiently.

  2. Reducing the risk of errors.
    Errors may occur when compiling documents manually, especially with a large number of documents. An automated system can help avoid errors by reducing the risk of erroneous entries and other human errors.

  3. Improving the quality of documents.
    An automated system can help create more structured and uniform documents, which improves their quality.

  4. Saving time and resources.
    Automation allows you to save time and resources needed to create documents and allows you to direct them to other important matters.

  5. Increasing customer satisfaction.
    An automated system can help you document faster and more efficiently, which can improve customer relationships and increase customer satisfaction.

So document drafting automation can be useful if you need to increase efficiency and reduce document creation time, avoid errors, and improve document quality.

There are several ways to automate the drafting of simple documents, such as contracts, acts, reports, invoices. Here are a few of them:

  1. Using document templates.
    Create a document template with a specific structure and fields to fill in, and then use it as a basis for creating new documents. Templates can be created in word processing programs such as Microsoft Word or Google Docs, or the more advanced InstaDoc software.

  2. Use of software for document flow automation.
    There are programs that allow you to automatically create documents based on completed forms, as well as save, update and send them automatically. Examples of such programs are InstaDoc, DocuSign, and Adobe Sign.

  3. Maintaining a register of counterparties.
    If information about counterparties is stored in the register of counterparties, this information can be used to pre-fill documents automatically. For example, information about the company name, address, identification number can be taken from the register of counterparties and automatically inserted into the document.

These techniques can increase the efficiency of the document drafting process and reduce the amount of time it takes to create them.

 

So, the algorithm is simple:

  1. to establish counterparties;

  2. create templates or choose from ready-made ones;

  3. answer the questionnaire and generate the required document;

  4. send for approval and signature;

  5. drink coffee and achieve new successes!

Improve the speed of closing deals, improve team productivity and provide a more pleasant experience for your customers.

Tariffs for using the InstaDoc Document Designer here . Call us +380931776558


Popular questions:

How to create a document template in InstaDoc?

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Date of publication: 11.05.2023

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