How do you choose the right document automation platform?
This guide helps you ask the right questions during your RFI and provides a template covering essential selection criteria.
This guide serves as a structured checklist to help you evaluate document automation solutions.
Inside, you'll find a structured framework covering all the key areas to consider.
Templating Features
Identify essential templating capabilities and nice-to-have features
Document creation features
Identify essential requirements in document generation
Collaboration & Negotiation
Assess key tools for negotiation and teamwork
Integrations
Platform compatibility, built-in integrations, and API
GenAI
Learn how AI is incorporated into the platform
Support & Training
Evaluate available support, training programs, and implementation assistance
Pricing
Understand pricing structures and key questions to ask
Security & Compliance
Ensure the platform meets security and regulatory requirements