Resource Library
How do you choose the right document automation platform?
This guide helps you ask the right questions and provides a template covering essential selection criteria.
• Template setup and document creation
• Negotiation and collaboration
• GenAI
• Integrations
• Pricing
• Support & Training
Templating Features
Identify essential templating capabilities and nice-to-have features
Drafting features
Identify essential requirements in document generation
Collaboration & Negotiation
Assess key tools for negotiation and teamwork
Integrations
Platform compatibility, built-in integrations, and API
