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.
Dig deeper into the features and capabilities of Infor Document Automation.Read the brochure
For Gorman-Rupp's highly engineered system proposals, Infor Document Automation reduced the time to create an accurate, complete proposal document from 3 weeks to 15 minutes.Read the customer profile
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.
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.
Infor Document Automation can help you:
Infor Configure Price Quote (CPQ)
This 18-minute demo explores how Infor Configure Price Quote streamlines product customization, quoting, ordering, and documentation for manufacturers, distributors, and dealers.Watch the demo