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Qorus DocGeneration

Name: Qorus DocGeneration
Rating: 4.5 (2 reviews)

By Qorus Software

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Highlights : About Qorus DocGeneration

Render charts and graphs

Ensure document compliance

Centrally store the documents

Integration with workflow tools

About Qorus DocGeneration

Qorus DocGeneration is a document management solution offered by Qorus Software that helps users to create personalized documents that are compliant with company standards. The solution can be installed on-premises or be deployed in the cloud as Qorus DocGeneration for Office 365. Qorus DocGeneration helps to improve employee productivity and enhance the quality of documents shared across an organization. The tool can quickly generate PPTs (PowerPoints) and documents with the help of multiple in-built templates. DocGeneration offers drag & drop data tag options, image import and table merger features. Document templates require no additional coding efforts and are centrally stored on SharePoint. The solution reduces report creation costs as users can create graphs or charts using the latest available data and can pull out the latest content versions from SharePoint and CRM. DocGeneration ensures that documents use compliant and approved content in the latest branded template. Business rules can be created to add relevant details such as client name, location, address and pricing details to templates. An intuitive toolbar is also added to Microsoft PowerPoint and Word which allows users to add dynamic content and 'lock' documents for better security.

Specifications

Business Size

Small

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Render charts and graphs

Ensure document compliance

Customizable templates

Centrally store the documents

Offers document templates

Tracks document status

Generates sales reports

Integration with workflow tools

Offers document assembly

Drag and drop data tags

Document distribution

User-friendly API

Final document approval

Benefits

Qorus DocGeneration automatically generates and customizes documents by merging document templates with data stored in enterprise systems such as CRMs and Microsoft SharePoint.

To meet specific business requirements, users can create their own document templates with content placeholders and data tags in Microsoft PowerPoint and Word.

The solution allows users to create multiple business rules in order to highlight or hide specific areas of a particular document.

Qorus DocGeneration ensures accuracy and compliance by including the latest terms, clauses and letterheads in all centrally-managed business documents.

The solution offers open APIs that allows developers to connect their business applications with DocGeneration.

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