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Smart templates + Data automation = Automatic document creation
By combining smart, lockable templates with data linking, Lucidpress makes it easy to automatically create the documents you need most.
Document automation is a process to automatically create electronic documents. It uses logic to assemble new documents based on pre-existing data. That data could be anything from a paragraph of text (like a legal disclaimer) to details from a database (like a person’s name and contact info). This system makes it easy and quick to assemble legal letters, sales proposals, complex documents, and certain types of marketing collateral.
The biggest benefit of document automation software is the ability to update multiple documents quickly. Rather than having to go through each document with a fine-tooth comb, you can update all your documents at once. When you update your smart fields and import external data, Lucidpress will dynamically change each document to reflect the new information. There’s less room for human error, and everyone gets the collateral they need fast—a win-win.
You’ve never locked templates like this before. Lucidpress uses advanced template locking to help brands control the look and feel of their documents—while still giving users the flexibility to customize the message. Protect your brand by locking down logos, fonts & colors, or even whole paragraphs of text. For example, need a legal disclaimer at the bottom of a page? With our document automation features, you can make sure all documents stay legally compliant and up-to-date.
1. Importing data for multiple clients
If you’re creating documents for multiple clients, you need document automation software to save time and streamline the process. Lucidpress does both by making it easy to import data for multiple clients and apply that data to your documents.
2. Creating employee directories
Manually creating employee directories is tedious work, and it’s impossible to keep them up-to-date. Save yourself the headache and outsource the work to Lucidpress. Not only will your employee directory be well-designed and on-brand—updating entries will be a snap.
3. Customizing contracts & proposals
If you’re still copying and pasting contract information from doc to doc, we have great news for you. Document automation can cut out the busywork by auto-populating that text whenever you need it. Set up smart fields to customize proposals with names, company details, service descriptions, and more.
"The tool we had been using didn't allow for designing, just entering information. It was difficult to use and clunky. Agents would never use it. We love how much easier and more powerful Lucidpress is."
Phillip
GRAPHIC DESIGNER, CHESTNUT PARK
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