Infor Document Automation

Infor Document Automation

Easily generate all the documents you need

Communicate more effectively and reduce your sales cycle time by delivering personalized proposals, submittals, and other sales documents using Infor Document Automation in conjunction with Infor Product Configurator.

You can easily set up Infor Document Automation to dynamically generate personalized documents that include configured product information and images on demand from virtually any business or web application.

See the value of Infor Document Automation


What it is

Make current, relevant product information available on demand by adding Infor Document Automation to your Infor Product Configurator system. With this application, you can dynamically generate Microsoft Word and Adobe Acrobat PDF documents.
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.


What it does

With Infor Document Automation you can:

Create 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, including proposals, submittals, contracts, specifications, instructions, warranties, datasheets, and regulatory statements.

Setup easily through templates—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.

Work 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.


What it means

Infor Document Automation can help you:

  • Close business quickly—Generate personalized contracts that focus only on terms related to the business at hand.
  • Reduce errors—Produce shop-floor documentation that includes drawings and details instructions specific to the order you're working on.
  • Deliver value to your channel—Provide material safety data sheets, installation instructions, and other documents that ease the setup and use of your products.
  • Deliver a rich experience—Include elements such as images, drawings, tables, and graphs with dynamic applications data or selected features in your documents.

Want to know more about Infor Document Automation?