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 — 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
- →Sales reps building quotes in Word and manually looking up pricing, lead times, and product specs
- →Warehouse staff printing and hand-filling pick tickets instead of generating them from the ERP
- →Invoices formatted in Excel with copy-paste errors that create payment disputes
- →No templating standard — documents from different departments look different and carry inconsistent data
Automated Document Generation
Quote & Proposal Generation
Auto-generate branded quotes from ERP pricing, product data, and customer account information. Configurable templates with dynamic line items, terms, and technical specifications.
Order & Fulfillment Documents
Sales order confirmations, pick tickets, packing slips, and BOLs generated automatically from ERP order and shipment data. No manual document creation in the warehouse.
Invoice Generation
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.
Branded Templates
Professional, consistent document templates with your branding, legal notices, and regulatory disclosures. One template standard across all departments and locations.
Multi-Channel Delivery
Documents delivered automatically via email, customer portal, EDI, fax, or print based on recipient preference and document type. No manual "send" step.
Version Control & Archiving
Every generated document is archived with version history, delivery confirmation, and audit trail. Retrieve any document for any order at any time.
The Engagement Process
Document Inventory
Catalog every document type the operation produces — quotes, confirmations, pick tickets, BOLs, invoices, statements, certificates. Document current creation process, volume, and pain points.
Template Design
Design branded templates with dynamic data fields mapped to your ERP. Define business rules for conditional content — terms by customer type, regulatory notices by product, and language by region.
Integration & Automation
Connect document generation to ERP events — order creation triggers confirmation, shipment triggers BOL and ASN, billing triggers invoice. Documents generate and deliver without manual intervention.
Validation & Rollout
Validate generated documents against manually created versions for accuracy. Roll out by document type starting with highest-volume categories.
Production & Monitoring
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
Process Automation · Documents
Every engagement starts with an assessment.
We scope work after we understand your operation — not before. The Launchpad assessment maps where you are, quantifies what it's costing you, and sequences what to do first.
Start Your Assessment