The Document Automation Buying Guide

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.
 

  • • Template setup and document creation
  • • Negotiation and collaboration
  • • GenAI
  • • Integrations
  • • Pricing
  • • Support & Training
  • • Security and compliance

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