Document Automation

A smarter way to build business critical documents in less time  

Save time and effort in finding the targeted content or recreating and customising documents. Our Office-365 based Document Automation add-in is designed to streamline your document creation processes—be it in the form of sales proposals, legal documents, application forms, sales contracts, FAQs and the like.  

We have partnered with Qorus, an easy to use document automation software that integrates with the familiar apps in Office 365 so your people can quickly and easily create business-critical documents.

Why Automate Your Document Creation?

  1. Easily surface the content that you need using a single hub for various sources  
  2. Quickly find, insert and customise relevant content without leaving Word, PowerPoint or Outlook  
  3. Improve RFP response times by enabling team collaboration through SharePoint  
  4. Reuse winning business content through an easy to use, drag and drop interface  
  5. Ensure compliance with your corporate branding guidelines  
  6. Analyse content usage by users and its effectiveness 

Create These Documents Professionally in Minutes

Sales Proposals

Sales Proposals 

Sales Pitch Presentation 

Sales Pitch Presentation 

RFP Responses

RFP Responses  

Statement of Work

Statement of Work  

Agreements and Contracts

Agreements and Contracts  

Sales Data Sheets

Sales Data Sheets

Terms and Condition

Terms and Condition

Standard Pricing 

Standard Pricing 

Customer Testimonial 

Customer Testimonial 

Customer Case Studies

Customer Case Studies

Get your free 14-day guided trial

Contact Professional Advantage

General Enquiries
Call us today 1800 126 499

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Flexible Packages to Suit Your Needs

Whether you’re an existing Office 365 subscriber or not, we’ve got the package that will fit your current business needs. Save time and effort in building your proposals and important documents with our Document Automation solution.



ESSENTIAL


The Essential Pack is designed for existing Microsoft Office 365 subscribers who already use SharePoint for document management, but need an easy to use tool to automate and further streamline their document creation process.

Inclusions:

  • Connect OneDrive for Business and SharePoint Online content for faster access to your templates 
  • Quickly create new documents and presentations from custom templates 
  • Save reusable texts for future re-use to ensure consistency and compliance 
  • Rapidly personalise placeholder texts in templated content

PREMIUM


The Premium Pack is ideal for large organisations using Office 365 with a sizeable sales, marketing, and bids teams that need to collaborate faster and need more insight into content effectiveness.

 

 Inclusions:

  • Connect OneDrive for Business and SharePoint Online content for faster access to your templates 
  • Quickly create new documents and presentations from custom templates 
  • Save reusable texts for future re-use to ensure consistency and compliance 
  • Rapidly personalise placeholder texts in templated content 
  • Faster and more powerful content personalisation with Smart Rules 
  • Collaborate and create assignments without leaving Microsoft Word 
  • Allow refreshable contents in documents sync with Office 365 content in the cloud 
  • Advanced reporting on content effectiveness using Power BI or Excel

PERSONALISED


The Personalised Pack is recommended for organisations who do not have any document management solution or intranet in place, who recognise the need to speed up their document creation process. Professional Advantage can help deploy these solutions to improve overall team performance.

Inclusions:

  • Intranet-in-a-Box using SharePoint on Office 365 containing:   
  • Ready to use Team Sites extended and populated to suit your needs  
  • Document Resource Hub for your forms, policies, procedures and templates  
  • Automatic versioning and file recovery  
  • Co-authoring capability allowing your people to work on the same file, at the same time  
  • Built-in workflows to streamline and automate approvals  
  • Pre-configured metadata and classifications  
  • Fully mobile and highly responsive design 
  • Branded home page to reflect your brand's unique identity  
  • Announcements, Events Calendar, Quick Links and Employee Directory  
  • Choice of Essential or Premium Pack for proposal and document automation to go with your shiny, new Intranet-in-a-Box 
  • Migration assistance, project management, end-user training and post-project support

Watch and Learn

Automate Document Creation in Office 365
In this 15-minute video, we’ll show you how Office 365 and Qorus, a simple add-in tool to Microsoft Word and PowerPoint can help you to: 

  • Streamline your proposal and document creation process 
  • Reuse winning content easily from past proposals 
  • Solve challenges with inconsistencies or document errors that could damage your company’s credibility 
  • Become faster with RFP responses, content search and document formatting

FAQ

Got questions about Document Automation?  Read about the most frequently asked questions in this page.