How do I benefit from Docfield Automation by AgilePoint?
You save time and effort otherwise spent in creating and filling documents manually. You can grab data from an external source (like a form, CRM, HR system, or an online database) and generate documents quickly.
Secondly, you can automate this process by integrating document generation and approval into a larger workflow. Instead of remembering when you or your team members need to create and approve certain documents, you can automate the document generation process by adding triggers. Every participant is notified when it's time to take action.