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5 key considerations for selecting a document automation tool

In the rapidly evolving landscape of document automation, choosing the right tool can significantly impact your workflow efficiency. Here are five crucial points to consider before making a decision when choosing a document production tool, ensuring your document production process is seamless, secure, and tailored to your needs.

5 key considerations for selecting a document automation tool

1. Templates with variables: Streamlining contract drafting

When evaluating document automation tools, prioritize those that offer templates with variables. Opt for a document production software or contract management solution that empowers you to insert customizable variables into your templates. This dynamic feature accelerates your document production process by prompting users to fill in specific fields. With this capability, creating contracts, financial documents, and legal paperwork becomes more straightforward than ever, promoting efficiency and precision.

2. Integrated e-signature: Accelerating contract approval

Facilitate the contract drafting and approval process by opting for a tool with integrated e-signature capabilities. This feature streamlines workflows, allowing stakeholders to electronically sign documents directly within the platform. Seamlessly merging document automation with e-signature functionality not only saves time but also enhances the overall efficiency of your legal documentation drafting and contract management processes.

3. Prioritizing data protection and confidentiality

In the realm of legal automation, safeguarding sensitive information is paramount. Choose a document production tool that complies with rigorous data protection and confidentiality standards. Ensuring your data is secured and easily retrievable instills confidence in your legal and administrative processes, reinforcing the integrity of your document management system.

4. Easy-to-use and intuitive interface: enhancing user experience

Select a document automation tool that boasts an intuitive interface, making it easy for users with varying skill levels to navigate effortlessly. The key to efficient document production lies in user-friendly platforms that require minimal training. An intuitive document production software promotes seamless adoption, ensuring your team can maximize the benefits of document automation without unnecessary complexity.

5. SaaS document automation solution: no coding skills required

Opting for a Software as a Service (SaaS) document automation solution allows you to leverage the tool immediately without the requirement of hiring specialized personnel. A SaaS solution enhances accessibility, scalability, and collaboration, empowering your organization to harness the full potential of document automation without the barriers of technical expertise.

One of our interesting features at Docify (amongst others) is the fact that we are a SaaS document automation solution. This allows our clients to use our document production tool immediately, without the need of hiring an expert with IT and coding skills.


In conclusion, when selecting a document production tool, prioritize features that align with your organization's unique needs. Templates with variables, integrated e-signature, data protection, an easy-to-use interface, and a SaaS solution will collectively contribute to a seamless, efficient, and legally compliant document automation process.


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