Automated Document Processing Solutions: Which One is Right for Your Business?

• Increased efficiency: Save time and effort by automating tasks like converting documents, extracting data, and creating and filling forms.
• Improved accuracy: Reduce errors by creating documents and importing data automatically, ensuring better accuracy and consistency.
• Enhanced productivity: Get more done by letting the software do the work for you, reducing time spent on manual tasks.
• Reduced costs: Lower operating costs with quicker turnaround times, more efficient collaboration, and reduced manual efforts.
• Better customer experience: Improve customer satisfaction with faster document delivery and issue resolution, simplified processes, consistent documents, and more.

Apryse SDK

• Create documents from a template: Generate PDF reports, invoices, letters, and contracts based on DOCX, XLSX, or PPTX templates using JSON data.
• Make creating forms simple: The Apryse SDK fully supports manual and automated reading, writing, and editing of PDF forms, and includes tools to make working with them simple and efficient.
• Complete document workflows: Add digital signatures, redact sensitive information, and convert documents to other formats, including PDF/A for long term storage.

• Professional Invoices and receipts: Add invoicing capabilities allowing clients to merge branded templates with financial data to easily generate invoices and receipts tailored to their needs.
• Compliance reporting: Standardize reporting requirements with a PDF that can be signed digitally and converted to the required format.
• Onboarding documentation: Build onboarding documentation once with digital forms and only revisit when changes are required.

Fluent

• Work within MS Office: Generate high-volume, complex, ever-changing templates in MS Word, Excel, or PowerPoint.
• Deployed by developers; maintained by end users: Embed automated reporting into your application with minimal code or use a Java or .NET Engine for a robust and flexible framework for generating documents programmatically.
• Easily connect to multiple data sources: Merge data from JSON, XML, SQL databases, and 150+ supported integrations.

• Batch reporting in Word: Generate consistent, brand-compliant reports at scale for internal stakeholders, partners, or third parties.
• Forecasting in Excel: Create complex, data-rich Excel files, and let users tailor it to their needs. From sales forecasts to financial models, Fluent simplifies it all.
• Customer proposals in Word or PowerPoint: Craft compelling proposal templates in Word or PowerPoint. Impress prospects with polished, professional proposals.

Salesforce

• Reduce external SaaS applications: Customize the solution to fit your needs with a feature-rich, single suite of SDKs.
• Salesforce data security: Keep digital content secure with no file transmission to servers or external sources, and without server-side dependencies, connectors, or third-party software.
• Support for 30+ file formats in salesforce: Create, view, edit, and manipulate various file types, including Microsoft Office, audio, video and many more.

• Case management: Case management involves complex processes across various industries. Apryse WebViewer SDK automates workflows and reduces manual tasks with automated merging and programmatic redactions tailored for Salesforce objects.
• Contract management: Enhance Salesforce's native contract management with the WebViewer SDK for template generation, editing, and signing. Reduce reliance on multiple applications and simplify workflows with features like redlining, and workflow automation tied to signing events.
• Onboarding: Create a complete, custom onboarding solution, including the ability to generate documents from templates, automate form filling, sign, and much more, without relying on external apps and dependencies.