SAN FRANCISCO, CA / ACCESSWIRE / March 23, 2021 / There was a time when an employee's chief concern was losing important documents - contracts, agreements, proposals - in an office's seemingly endless array of filing cabinets, desks, and shelves.
While the shift towards digital document management has been going on for some time now, it hasn't necessarily made anything easier: thumbing through folders and manilla envelopes can be just as tedious as plundering last year's emails for a crucial piece of paperwork.
To solve this problem, an entire fleet of document automation services has arrived on the scene. Since COVID-19 made routine office meetups and business travel prohibitively difficult, more and more businesses have been relying on platforms that allow them to sign, process, and store documents digitally. Most probably never consider the impact that the service they choose could have on their business; they all do the same thing, don't they?
Not quite. Choosing a platform that just lets you sign documents or store them in folders is selling yourself short. You need a service that follows your documents from their creation to their deployment to their archival - that's where PandaDoc comes in.
Getting the Ball Rolling
Creating documents is a necessary part of modern business, but it can be even more cumbersome than getting them signed and reviewed. PandaDoc's document creation suite makes it easy to create professional, compelling documents at a fraction of the time it typically takes - businesses that use it could expect to see a 65% drop in document creation time.
It might initially sound a bit excessive: what's the point in trying to make mundane paperwork engaging for customers? The reality is that you communicate with your clients primarily through documents, whether they're contracts, proposals, or agreement updates. The more readable and attractive these documents are, the more responsive you can expect your customers.
A great document, though, should be more than just a template - it should reflect your business's values and attitude. Here are a few tips from PandaDoc for getting the most out of the document creation process:
1. Embrace interactivity.
If you want your documents to engage customers, give them something to engage with. The baseline here is an in-document tool for signing; the last thing you want is for a customer to have to edit in their signature on a contract using an outside service. For business proposals, embed videos, graphics, or animations that draw interest before deploying features like PandaDoc's interactive pricing tables. Little things like these can make a big difference when it comes to generating and maintaining interest.
2. Be consistent.
Creativity may be key, but consistency is no less important. Your documents are a crucial part of your company's communication strategy; they should always convey a cohesive tone and message. The right document management system will let you view all of your existing materials at a glance, giving you a good sense of what colors, words, images, and formats best represent your brand. The more you can refine your vision, the better your clients will understand who you are.
3. Automate everything.
As important as it is, document creation and management is only half the battle. Each document lives a long, complex life after post-creation. It will go through various inboxes, editors, signees, and recipients before being filed away - overseeing that entire process can be a massive pain.
PandaDoc allows you to set up a document's journey ahead of time, dictating where it goes, when it goes there, and who gets to see it. What would typically be a strenuous, time-sensitive exercise in bouncing emails back and forth has become as easy as entering a few names and checking off some boxes. Who would've thought?
You may have a wide variety of document services to choose from, but only one can assist you through every step of the process. Digital document management isn't going away anytime soon, so let PandaDoc take care of all the heavy lifting for you.
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SOURCE: PandaDoc