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Choosing the Right Document Automation Solution: Understanding the Differences

Updated: Mar 17




In the modern business world, document automation has become an essential tool for streamlining processes and increasing efficiency. However, with so many document automation solutions available, choosing the right one can be a challenge. In this blog post, we'll explore the differences between different document automation solutions, and help you understand what to look for when choosing the right solution for your business.

Types of Document Automation Solutions

  1. Standalone Document Automation Software: Standalone document automation software is a dedicated solution designed specifically for document automation. These solutions typically include templates, automated processes, and document management features.

  2. Cloud-based Document Automation: Cloud-based document automation solutions are hosted in the cloud, and can be accessed from anywhere with an internet connection. They offer many of the same features as standalone software, but with the added benefit of accessibility and scalability.

  3. Integrated Document Automation: Integrated document automation solutions are integrated into other business tools and systems, such as CRM, ERP, and productivity suites. These solutions are designed to streamline the document creation process by automating tasks within existing workflows.

Factors to Consider When Choosing a Document Automation Solution
  1. Usability: Look for a solution that is user-friendly and easy to use, so that your team can get started quickly and easily.

  2. Customizability: Choose a solution that allows you to customize processes to meet your specific needs and to make performance adjustments as needed.

  3. Integration: Consider a solution that integrates with other tools and systems you use, so that you can streamline your workflows and increase efficiency.

  4. Security: Choose a solution that offers robust security features to protect sensitive information and ensure data privacy.

  5. Transparency: AI and ML-based solutions reduce or eliminate document configuration and maintenance but are often 'black boxes' where they provide little or no information regarding their predictions. Choose a ML-based solution that provides insight into the predictions so users may make adjustments as needed.

  6. Support: Look for a solution that offers good customer support, so that you can get help and get your questions answered quickly. Poor or slow support will hinder your organization and decrease productivity.

  7. Pricing: Consider the cost of the solution and make sure it fits within your budget.

  8. Scalability: Choose a solution that can grow with your business, so that you can continue to use it as your needs change over time.


FluidDoc is a all-document automation solution. Whether you process AP invoices, HR documents, or custom documents, FluidDoc can automate data entry for all documents, saving time and money. Try the free ROI Calculator to see the savings for your organization.


If you're interested in implementing document automation or would like to learn more about how AI can transform your organization, book a FluidDoc demo or contact us for more info.









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