Both your company and the customers you serve are bombarded every day with information that is increasingly complex and urgent. When it comes to business, that information needs to be captured, organized, and presented in consistent, professional formats. Quickly. Without errors. And everything you deliver to customers, partners, suppliers, government and legal entities should combine a standard approach with a twist of “tailored to your specific needs.”
The best practices for documentation apply to quotes, specs, contracts, invoices, project or investment plans, regulations, marketing collateral, and more. You may be working with stellar business systems and have a proven reputation. You may have or know about reporting software, templates, and predefined document or text block generators. That said, it’s difficult to enforce using these tools consistently, and even more difficult to ensure people work with the latest versions. Scenarios you want to get away from include re-keying data manually, copying/pasting from other applications, tweaking information and layouts on the fly, and using outdated logos. Even if you have advanced Microsoft Office tools and macros, are people spending too much time wrangling complex information into presentable, professional, customer-specific documents?
If your business documents are complex and involve working with lots of variables, commonly-used tools may be too rigid. They can demand too much manual intervention to sustain speed, accuracy, and ultimately, your reputation and customers. You might want to consider another option—dynamic document configuration in e-Con. This “living” tool lets users input all variables in real time, and immediately generate and deliver results that reflect pinpoint accuracy for content, layout, branding, and format. Even better, all that information is drawn directly from your real-time database. e-Con’s rules engine constantly uses that information to make decisions about what options to offer. Those options are presented in a smart questionnaire that lets users make the right choices about content and document type. The results go directly to your system. In minutes, you get started on meeting accurate promises. Result? Flawless, fast layout and content that impresses customers and fuels great offerings. Create and generate documents for any purpose (quotes, orders, contracts, terms, agreements, brochures, and more), then print in Microsoft Office Word, Microsoft Office Excel, PDF, CSV, TXT, XML, and HTML formats.
Whether you’re dealing with products, services, projects, or other offerings, getting all the options right the first time for your customer is getting more difficult. A configurator solution that can automatically generate the tailored documentation you need, based on a cutting-edge rules engine, may be the answer. e-Con offers that, along with CPQ that converts documentation with a click into production- or fulfillment-ready orders.