End-to-end Document Lifecycle Management

Document Generation, Assembly & Automation - All in One Place

The easier way to automate your document-centric processes end to end, including before, during and after you create and process files.

ACHIEVE MORE WITH DOCUMENT AUTOMATION

Generate & share documents in minutes

Define your template and let automation take care of the rest.

Efficiently review, approve & send

Automated workflows route documents through predefined steps for approval, updates, e-signatures & more.

Maintain accuracy, compliance & control

Minimize your risk of human error and security or compliance mishaps.

Power any document workflow, error-free

Contracts

Sales Reports

Invoices

Purchase Orders

Forms

Proposals

Offer Letters

Generate, update & process documents
in a fraction of the time

1. STREAMLINE YOUR DOCUMENT WORKFLOW FROM START TO FINISH

Take charge and automate repetitive document creation and management workflows, minimizing time-consuming manual touchpoints and the need for human intervention:

Load data from various sources like Google Sheets, Salesforce, Typeform, Google Forms, or other documents
Generate documents from Google Docs, Slides, or Sheets templates
Export to PDF, Microsoft Word, HTML, Open Office or EPUB
Merge Google Sheets into Docs
Merge multiple documents
Extract pages, merge & split your PDFs
Save documents or specific pages in a new location like Salesforce, Google Drive or Dropbox

2. AUTOMATE YOUR ENTIRE DOCUMENT WORKFLOW

Automate any step before, during or after your document-related tasks. From document creation to redlining, editing, sending for approval, sending for e-signature with services like Docusign or Adobe Sign, and saving final copies in your centralized repository, set your repetitive document workflows on autopilot and connect them with any team in your business.

3. INTELLIGENT PROCESSING OF ANY INBOUND DOCUMENT

From invoices to receipts, bills, custom digital forms and more, you’ve got the option to integrate Intelligent Document Processing (IDP) into any document workflow. Learn more about IDP.

Seamless document generation & lifecycle
management for all teams

Enhancing workflows across all teams and departments, zenphi’s flexible workflow builder lets you take charge and optimize any business process, no matter the complexity.

Human Resources

Automatically create & process documents like offer letters, employment contracts and performance reviews to enable accuracy and exceptional employee experiences.

Finance

Enable seamless invoice generation, expense reporting and more to minimize your risk of error, save time and ensure compliance standards are reliably met.

Sales

Spend more time on building relationships with automated generation of proposals, contracts, sales agreements, reports and client communications.

Legal

Maintain accuracy and minimize risk with automated contract, agreement and legal brief generation.

Operations

Streamline operations & procurement workflows with automated purchase order generation and processing, RFPs, contracts and more.

How to automate document-centric processes across your business

Watch our on-demand webinar showcasing how to extract data from a document for use in another system, generating a new document and sending for e-signature, and more.

We’re with you, every step of the way

We’re dedicated to ensuring you’re never alone when it comes to understanding how to make the most of your automation opportunities.

Get in touch for an obligation-free chat to help with the initial setup of your zenphi automations. Depending on your requirements, we can build your processes for you, with you, or connect you with one of our trusted implementation partners for larger projects. Check out our implementation services page for more information.