How to automate document flow in a company?

Building a business process

A business process is a specific sequence of actions (or a pattern of repeating actions). Sales, decision-making, task setting – all this can be attributed to business processes.

Note
We understand that no one sale is like another. And yet, every sale or process goes through the same key points (such as document operations) at which CRM must collect the data necessary for the business and relieve the employee of the same type of actions.

If your system of actions includes working with documents, then CRM facilitates routine work:

check

Generates a document template with client data from his card and saves this document in the same card or sends it to a lawyer or client automatically.

check

Fill data provided by another department upon request and will save information about who asked them and when and provided them.

Create document templates inside CRM

To create document templates inside CRM, use the module “Document Constructor” The module supports creating documents based on two types of templates: HTML and DOCX.

Inside the templates, variable fields are configured (contract number, date, contacts, full name, company name, contract amount, etc.) which are filled in automatically; the necessary information is pulled from the transaction card or a related company or client card.

While working in CRM to fill out a document for a specific client, the manager simply needs to move the transaction card to the desired status or stage. The finished document is generated and saved automatically.

Thus, your employees will no longer waste time on the same type of work filling out and checking data.

Organization of document flow

  • To send documents clients, the manager can copy the file in link, doc, or pdf format.
  • To organize electronic document management with counterparties the center only needs to confirm the request. Then the manager will be able to put a signature and seal on them.

Document flow within the company. In order for document flow in the company to take place without running around in offices, losing information and wasting time on employees, a business process with a system of conditions is created in CRM.

Interested in a business automation service or need a consultation?

Fill out the contact form and expect a call from our manager within a few hours.