Published on March 22, 2023
Document generation software is a massively beneficial tool for increasing efficiency and productivity. But before choosing any document generation software for your business, evaluating every aspect that impacts the performance and ROI is essential.
Hence, to help you choose the right app, we’ve put together a list of seven practical questions you must ask when considering document generation software for your business.
One of the first things you should look for when evaluating document generation software is whether the system has the necessary features to support your business needs.
Take a close look at the workflows, user interface, notifications, alerts, specific operational processes, reporting, branding, and logo features to ensure that they align with your requirements.
Plus, it’s essential that the software is customizable to your brand’s needs.
The ability to change fonts, titles, and logos will help ensure that your documents feel personal and represent your brand accurately. Be sure to confirm with the vendor that customization options are available.
When evaluating document generation software, you want to ensure that it can create documents in file formats that everyone can recognize and use. Common file formats include PDF, Microsoft Word, and other popular formats.
The software you choose should be scalable to meet your future needs. See how many documents can be created and how many users can work simultaneously with the software. Also, consider if the software can scale to match your future requirements as your company grows.
Consider the costs involved when choosing a document generation software vendor. Sometimes vendor releases an entry-level package that’s easy to purchase but lacks crucial features.
Make sure to access the product’s value for the money. Also, keep in mind your customization needs when assessing the cost. Consider all these factors to determine whether the software’s price is worth the value it offers.
Lastly, it’s crucial to know how the vendor provides support and their service level agreement. Look for response times in emergencies and guaranteed uptime. Also, consider whether the software’s interface is multilingual, whether there is compensation after a downtime, and what support options are available, such as email, live chat, and phone.
By asking these seven practical questions, you can evaluate and choose the best document-generation software vendor for your business needs.
While you are at it, be sure to check out the Docs Made Easy app on Salesforce AppExchange which is highly customizable, delivers documents in multiple formats, is cost-effective, and has a dedicated support team to make your document generation a breeze. Click here to install it now!
