Maximizing the Configurator With CPQ Document Automation Software
Whether you need to generate proposals or submittals from your quoting system, technical specifications from your online portal, production documents from your ERP system, or personalized product brochures from your marketing website, you’ll be able to do it quickly and easily with Infor Document Automation.
Personal documents on demand
You can set up Infor Document Automation to produce personalized documents on demand from virtually any business or web application. A document can represent a single product or multiple products, as in a quote or order. You’ll be able to generate a variety of documents using CPQ’s configuration content, including proposals, submittals, contracts, specifications, instructions, warranties, datasheets, and regulatory statements.
Setup and maintain with ease
Setting up Infor Document Automation is as simple as creating template documents in Microsoft Word to define the style of the output document. You can define any boilerplate text, bookmarks, or intelligent tags in the template. The Infor Document Automation engine processes these tags at runtime to include information based upon your selections. These selections can include configurator options, or simply attributes or data elements within the business application.
Use with multiple applications
You can use Infor Document Automation from a variety of business and web applications. You also can generate multiple documents from a single application process. For example, during quoting, you can use Document Automation to deliver external proposals, warranty and specifications sheets, and internal review documents. While you don’t need Infor Product Configurator to run Infor Design Automation, the application works seamlessly in configurator environments. The engine includes user selections and other configurator outputs as part of the generated documents.