Understanding the Value Proposition of Document Assembly
Firms that deal with tons of paperwork can take proactive steps to work through the mundane aspects of document drafting and review. Document assembly tools provide useful technology for automating the process of creating and editing several documents.
A professional PDF editor provides a pathway to smoother workflows in document creation. Let’s discuss the pros of document assembly tools and the best options for work.
What is document assembly?
Document assembly is the process of mass-producing large categories of documents from instructions and database information instead of manually creating them.
For instance, a document assembly platform provides pre-designed templates to help you create new files quickly rather than from scratch. Users can also edit, change, and process editable documents using specific data points on this software.
Most legal document assembly software offers both document automation and assembly capabilities. This program's dual nature will cater to the structure of document-intensive work in these firms in more ways than a standalone document assembly tool. You can quickly batch-produce various documents, including contracts, bids, business proposals, and forms.
5 document assembly tools
Now that we understand the purpose of a document assembly system, let’s consider the best tools you can use.
Lumin PDF
Lumin PDF is a powerful document management system that helps users create dynamic and editable templates for making commonly used documents. With this editor, you can streamline your company’s document drafting and processing functions to automate manual data entry and save time.
Lumin PDF also automates document capture, signing, storage, security, and approval workflows. Its advanced OCR functionality can quickly detect document types, extract searchable text from files, and digitize paper documents in minutes.
PandaDoc
PandaDoc is another online document assembly platform tailored to streamline the sales process in your firm. Users can use PandaDoc to create, view, and review business proposals, contracts, and quotes. Once a document is made with the editor, it can be scheduled for secure electronic signature.
Your sales teams can have easier document workflows by using the drag-and-drop editor and a stock of professionally designed templates. This contract and proposal software also provides real-time notifications when documents require action so that you can engage promptly.
HotDocs
HotDocs is one of the foremost tools for document assembly, adopted by over 1 million users across 60 countries. This software lets users turn in-house documents and PDF forms into templates they can use to make new documents.
Most commercial banks, corporate legal documents, and law firms will enjoy HotDocs' advanced features. It is perfect for automating complex, custom document sets for legal and financial services.
Jotform PDF editor
Jotform is a popular, easy-to-use PDF editor with 1200+ templates to match your brand’s needs. Apart from the data collection feature, this form builder will automate how you transform retrieved form responses into secure PDF files.
Using the Jotform PDF editor, you can turn data within collected forms into contracts, invoices, official reports, and proposals for prospective clients. This tool is perfect for workplace teams that want advanced features for automating data retrieval and streamlining workflows.
Woodpecker
Woodpecker is a Microsoft Word integration that enables simple document automation, especially for small and solo firms. There’s a wide range of template creation and assembly features that you can run from within Word.
This document assembly software speeds up the drafting of new legal documents, among other files. Users can optimize their document processes using over 2,000 software connections on Zapier and Woodpecker’s open API.
Benefits of document assembly
Adopting automated document assembly for document creation will increase your workflow’s overall productivity. Here’s how these tools can significantly help legal firms, sales teams, real estate, healthcare, and government agencies.
Version control and efficiency
It can be frustrating to discover many versions of the same document you sent out, even worse when you cannot identify the most recent ones. Since everything is kept on the cloud and in one workflow, you no longer need to store documents in separate drives, desktop folders, or email attachments.
Easier collaboration
Notice how easy document assembly tools make file sharing and collaboration? When you need to quickly turn templates into documents and send them to external personnel for feedback, the software makes the process as smooth as possible.
With these tools, you can collaborate with others for document revisions before you realize a clean and complete file.
Reduced error
Since a document assembly PDF is void of manual data input, there’s less room for human errors. You’ll save yourself the problem of illegible or inaccurate data entry, which is common when manually creating new documents.
Users can also complete documents digitally using prepared templates, ensuring greater accuracy and higher completion rates.
More Access
Most document assembly software is cloud-based, so you can create a document, share it with others, and keep an eye on the latest version from anywhere. The cloud storage function allows you to store all your files in one workflow and exert control over how changes are made to files.
A mobile-friendly programmatic document system allows you to batch-produce documents outside the office. So, your records remain accessible wherever you may be.
Conclusion
Smoother workflows will enhance workplace productivity, saving you time and increasing profit. That’s what document assembly software can help you achieve.
You’re not just digitizing documents or making the job easier; you’re installing systems to drive efficiency and organization within your office. Now, you can focus on other critical aspects of the job, such as customer relations and user satisfaction.
