Drastically reduce your number of templates
Flexible, efficient and cost-effective. Electronic documents hold a clear advantage over paper documents. They also allow more efficient processes and they spare the environment. That is why we created our Smart Documents solution. Our software empowers both laymen and tech-savvy users with the agility, flexibility and speed required for all communication in the digital age.
> 40%
Less templates to maintain
Generate all possible variations of a document through one single template by using extensive features such as multilingual capabilities, conditional logic, reusable objects, dynamic content and business rules.
1
Centralised platform
Make it easy on yourself and reduce the number of platforms and tools to create, generate, send and sign all of your documents to one.
100%
of automation
Spare time and reduce risks. Once your mapping is completed and your templates are created your document management and communication can run 100% automatically.
Smart Documents
Create, send and sign all your documents
in a few simple steps
Step 1
Design dynamic document and email templates
Design dynamic and highly personalized business documents in an intuitive, WYSIWYG template design. Anybody with Word processing skills can design a template, both for standard document formats and responsive HTML mails. Once the mapping is completed, variables, conditions, business rules and other logic can be built into the template through user-friendly interfaces and wizards.
Step 2
Integrate data
All the available data is linked automatically to the right template. That way you can use the information in your CRM, ERP, online forms or e-commerce systems to create contracts, marketing communications and more. This is done via an automated process, tailored to your needs.
Step 3
Generate your Smart Documents
After the integration of the data your documents will automatically be generated in the background without any manual interaction.
Step 4
Display, send & sign
The generated Smart Documents can instantly be displayed for approval, sent by email or signed digitally with the Connective eSignatures solution. This lets you shorten handling and customer acquisition time.
Simplified communication process for Vattenfall (former Nuon) thanks to Connective Smart Documents
To enable targeted communication to (prospective) clients in a personalized and consistent way, Dutch energy supplier Vattenfall has implemented Connective’s Smart Documents solution.
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Or request a demo? Contact us.
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