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
Online Digital Whiteboards With the rise in collaborative workspaces and video chat sessions has come the need to be able to collaborate visually through online digital whiteboards. There main benefit over collaborating on documents and presentations is the real-time updates and the ability to work on a blank canvas together as a team. Top picks …
pSEO Website Builders Using programmatic SEO techniques, we’ve built websites with a combined word count of over half a billion words. These techniques only work for a fraction of ideas and industries. An example To explain how programmatic SEO works (pSEO), let me use an example. You’re running a company that offers life insurance. The …
Getting online reviews for your business is notoriously hard. You’re often asking overworked people to use their time, risk their reputation and be creative in response to the service you offer.There are five key elements to asking for reviews in a natural way: Wording Delivery / Timing Survey tools Review Platforms Incentives Wording To ensure …
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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Online Digital Whiteboards With the rise in collaborative workspaces and video chat sessions has come the need to be able to collaborate visually through online digital whiteboards. There main benefit over collaborating on documents and presentations is the real-time updates and the ability to work on a blank canvas together as a team. Top picks …
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pSEO Website Builders Using programmatic SEO techniques, we’ve built websites with a combined word count of over half a billion words. These techniques only work for a fraction of ideas and industries. An example To explain how programmatic SEO works (pSEO), let me use an example. You’re running a company that offers life insurance. The …
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