Changing contract conditions, expiring tariff plans, new products – the automated generation of customer contracts and insurance policies is indispensable for any service provider.
Based on data and information set by the representative, the system compiles the content elements and puts together the contents.
Any approval protocol, including multi-level ones, can be assigned to specific contract types.
Digital signature and timestamping of approved versions are part of the automated process.
Once contracts are forwarded to their destination, the system archives them.
Contracts are generated using elements defined in the central template repository.
By the process partly or fully (batch or on-demand) automated.
Authorized employees from any business unit can access the template manager.
It only takes seconds to generate a contract if all data and template elements are available.
As on-demand document generation processes always enjoy priority: dedicated process stream, where free capacity is always available.
The entire contract generation process is taken care of.
Management of multi-level approvals.
Automated digital signature and timestamping of approved versions.
Forwarding completed contracts to destinations set, archiving them.
Team members can initiate contract generation conveniently from the business application used (SAP, Salesforce, FileNet, OpenText, etc.).
INNODOX OUTPUT connects directly to enterprise systems through a webservice.
When a tariff plan affecting thousands of customers is expiring, new contracts may need to be generated in mass quantity. INNODOX OUTPUT can generate these contracts in a data-driven and automated manner.
Is your customer showing interest in one of your new products or services?
Is a new customer at your customer service? Did you gain new partner among your suppliers? With INNODOX OUTPUT's interactive contract creation solutions, you can dramatically reduce the time it takes to create a new contract.
INNODOX DOCUMENT solutions can make your company's operations more efficient. Interested in details? Complete the form and we will contact you within 48 hours!
Scheduled, mass dispatching of invoices with full automation or prompt generation of one-off invoices for customer service.
Generation and transfer of notification letters, payment notices and legal advice notes, including delivery tracking and the management of e-receipt confirmations.
Automated creation of customized information letters with pre-defined messages or attachments that are relevant for the addressee.
Automation of the manual work of customer service representatives, speeding up the generation of customized reply letters, digitalization of back office administration.
