Professional services | Omnidocs

Deliver high-quality services to your clients

Automate your Engagement letters, reports, decks, or other important documents to save time and eliminate errors.

All by using Documotor

Your key to customer success

In various professional services, such as consulting or law firms, producing polished documents and presentations for clients is essential for your business.

Automating your document creation process can help ensure consistency in your branding and eliminate the possibility of manual errors, which are vital factors in achieving customer satisfaction and saving valuable time.

Increase productivity and drive growth

Reduce the amount of time and effort required to create and manage your documents. By eliminating manual data entry, you reduce errors and inconsistencies, ultimately allowing you to focus on other important business activities.

Showcase your expertise and impress clients

Generate accurate, consistent, and compliant documents that live up to client requirements. While also staying within brand guidelines, standards, and templates in all parts of your organization.

Improve reputation by reducing errors

By saving time on document creation, you can focus on productivity, compliance, onboarding new clients and increasing client satisfaction, ultimately accelerating revenue growth and building a positive reputation

Easy document design in no time

Create and customize documents quickly based on the data in your CRM or any other system. Creating an on-brand document only takes as long as it takes you to type the data and contextual notes in your system.

No developers needed

Win more clients faster
by integrating your systems

By integrating Documotor with your own systems and client data, you could easily access information and create documents that are tailored to specific projects or clients while maintaining a consistent look and feel across all documents.

Using data transformation allows you to automatically include relevant information, such as client data and project milestones, in the documents, making it easier for clients to understand the progress of their projects.

You can integrate with any system backend, which means you will have the flexibility to get data from various systems such as accounting software, project management software, CRM, ERP, etc, and use it to create the documents. 

Update the design of your documents without additional costs or delays

Documotor’s output in Word and PowerPoint format enables you to create of visually appealing and easy-to-read documents and presentations, which can help you effectively communicate information to clients. You can easily update the design of your documents without involving developers or other expensive resources. This means that you can make changes quickly and easily without incurring additional costs or delays.

Want to know more?

We understand the challenges you face when it comes to document creation

Our document automation software, Documotor, provides a solution that saves time, reduces errors, and improves efficiency. Contact us today to learn how we can help your commercial real estate company streamline its document creation process.