Generate every operational document from your ERP data automatically.
Your team is manually creating quotes in Word, formatting invoices in Excel, and emailing BOLs from Outlook. Every document your operation produces can be auto-generated from ERP data \u2014 branded, accurate, and delivered to the right recipient through the right channel without a person touching it.
Documents Created by Hand from Data That Already Exists
Service Scope
Auto-generate branded quotes from ERP pricing, product data, and customer account information. Configurable templates with dynamic line items, terms, and technical specifications.
Sales order confirmations, pick tickets, packing slips, and BOLs generated automatically from ERP order and shipment data. No manual document creation in the warehouse.
Invoices generated from ERP billing data with correct line items, pricing, tax calculations, and payment terms. Delivered via email, portal, or EDI based on customer preference.
Professional, consistent document templates with your branding, legal notices, and regulatory disclosures. One template standard across all departments and locations.
Documents delivered automatically via email, customer portal, EDI, fax, or print based on recipient preference and document type. No manual "send" step.
Every generated document is archived with version history, delivery confirmation, and audit trail. Retrieve any document for any order at any time.
Engagement Process
Catalog every document type the operation produces \u2014 quotes, confirmations, pick tickets, BOLs, invoices, statements, certificates. Document current creation process, volume, and pain points.
Design branded templates with dynamic data fields mapped to your ERP. Define business rules for conditional content \u2014 terms by customer type, regulatory notices by product, and language by region.
Connect document generation to ERP events \u2014 order creation triggers confirmation, shipment triggers BOL and ASN, billing triggers invoice. Documents generate and deliver without manual intervention.
Validate generated documents against manually created versions for accuracy. Roll out by document type starting with highest-volume categories.
Deploy with generation and delivery tracking. Monitor for delivery failures, template issues, and data quality problems. Continuous improvement as new document types and templates are added.
Frequently Asked Questions
Every engagement starts with an assessment.
Not a proposal. Not a sales call. We tell you what we find, not what you want to hear. The Launchpad assessment maps your operation before any software work begins.