Deliver personalised responses with Smart Documents
Smart Documents not only assist in enforcing company branding and messaging standards but also enables the seamless integration of different types of content from field data to picture files into a single streamlined document at the push of a button. This creates a unified user experience across multi-devices and applications, reducing document production time and eliminating errors. Some examples include quotes, invoices or marketing communications.
Then using the data and associated staff comments, powerful tailored documents can be delivered to clients at a fraction of the time and effort currently being spent. Proposals/Quotes/Handbooks etc can all be stored in Streamline Edge and linked to the customers record for easy access and printing if required. It may be that the need for servers to store documents will become redundant depending on your specific circumstance. Also any document that is stored in the system can be retrieved from anywhere.