If you’ve already started automating processes in your business, you’re probably ready to tackle a big one – document creation. You might already have your ecommerce store sending payment receipts & creating picking slips or you might have your accounting package creating invoices automatically but what do you do when you need custom documents created from client data? Document creation software will ease the need for double-entry of client data and will automatically create documents that can be edited or printed, bringing huge time-saving to your sales and service processes. Some retail options in this space include:
Formstack Documents – make it easy to auto-generate Word and PDF documents from existing client data using this document creation software
DraftOnce – one of the most cost-effective ways to auto-create documents using interview-style forms
Docupilot – create your documents using form data and then auto-populate your documents whilst also integrating with file storage, document signing and other Zapier integrations
Woodpecker – start for free with this document automation software that works well for smaller firms needing document libraries
What are the best design proofing tools? We have another look at the best design proofing software. Red Pen is interesting and works with image files to leave simple annotations. Only downside is the per-project payment method that might not suit some clients. Also managing a large amount of files can be confusing. Punchlist is …
If you’re running webinars, you’ll be interested in checking out the latest webinar software for your company: Demio – branding, polls, HD, screen-sharing, CTA buttons in the webinar and a space to share hand-outs. Plans start at $34 per month for 50 attendees. Zoom – has the option to claim your own room. Has a …
The Creative Requests Process There are two main groups that use a creative requests process to submit and work on creative briefs, creative agencies and in-house creative teams. For the purpose of this guide, we’ll call the creative brief submitter, the client. Creative Requests Needs The client needs in the creative requests process are: …
Document Automation
If you’ve already started automating processes in your business, you’re probably ready to tackle a big one – document creation. You might already have your ecommerce store sending payment receipts & creating picking slips or you might have your accounting package creating invoices automatically but what do you do when you need custom documents created from client data? Document creation software will ease the need for double-entry of client data and will automatically create documents that can be edited or printed, bringing huge time-saving to your sales and service processes. Some retail options in this space include:
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Design Proofing Software
What are the best design proofing tools? We have another look at the best design proofing software. Red Pen is interesting and works with image files to leave simple annotations. Only downside is the per-project payment method that might not suit some clients. Also managing a large amount of files can be confusing. Punchlist is …
Latest Webinar Software
If you’re running webinars, you’ll be interested in checking out the latest webinar software for your company: Demio – branding, polls, HD, screen-sharing, CTA buttons in the webinar and a space to share hand-outs. Plans start at $34 per month for 50 attendees. Zoom – has the option to claim your own room. Has a …
Creative Requests Software & Process
The Creative Requests Process There are two main groups that use a creative requests process to submit and work on creative briefs, creative agencies and in-house creative teams. For the purpose of this guide, we’ll call the creative brief submitter, the client. Creative Requests Needs The client needs in the creative requests process are: …