Do your business documents look plain and old-fashioned?

They don’t have to! With the proper tools, your documents can be modern and professional.

Note: Electronic documents are viewed more frequently than paper copies, making brand consistency even more important.

Add links to your document – it pays off!

An increasing number of documents are being distributed electronically. However, some of these formats have yet to embrace the digital age. Take advantage of modern technology with active links in your text!

Reordering

Increase your reorder rate by inserting reorder links in your electronic documents. Make the reordering process easy and your customers will remember you for next time.

Improve Customer Service

Help your customers get the best service possible by keeping their information organized throughout their documents. When customers know who to contact for assistance and have the necessary identification numbers at hand, customer satisfaction improves. In some cases, customers can submit all the necessary information your support team needs with just one click. That is intelligent output management.

Archive your Content Electronically

Save time and money by archiving your documents electronically.

Easily find and resend documents with just a few clicks when assisting your customers.

Archive your documents using a file system, a shared network drive, or more advanced solutions like SharePoint or our own system InterArchive.

Optimize the documents you output so others can most easily manage them.

Campaign Scheduling

Transactional documents like invoices, order confirmations, and quotations are more likely to be read than newsletters or other mass marketing campaigns. These documents can have a big impact on the impression you make on your customers.

With InterForm you can schedule content in advance, similar to how you might manage it on a website. Set the start and end date and InterForm will automatically insert text or images and remember to remove them again for you later. Using scheduling, you can link many types of marketing activities together including TV, Print, and Online.

New logo or address? Schedule the change in advance with InterForm and ensure a smooth rollout.

New bank account number? Schedule the new content to appear highlighted for a set time period, and then InterForm will remove the highlighted text automatically.

Complementary and conditional information

Make your output smarter and more dynamic by using conditional rules.

Use InterForm to help market related or complementary products or services.

Conditional elements can be used in many ways:

  • Insert specific loading instructions for a product directly in the picking list
  • Insert warranty information into the invoice or order confirmation
  • And many more

One-click Reminders

Send reminders and unpaid invoices to all due accounts with just one click!

A process that used to take 10-20 minutes per account can now be automated with InterForm.

Sign Documents without Printing

Send your documents to a signature pad and collect the signature electronically. The signed document is instantly available online and does not require any manual handling.

Insert Dynamic Images

Color printing is expensive, but emailing is cheap! Insert images automatically in your documents and save money by sending them digitally.

Improve the look of your quotation, picking list, or other documents with dynamic images.

Works with your existing ERP, website, or local server images.

Validate Data before You Process

Use InterForm to validate your content and make sure output is not created if critical data is missing.

Make sure your team never accidentally labels boxes with barcodes that cannot be scanned again!

Peter

Hey there, thank you for reading my posts. I write about output management. In fact, I have done it for 15 years and I love it. With that said, I like to share what I learn. Through the years I have had many roles - presales, sales, marketing, and today I am now CEO and owner of InterForm with the same learning mentality. I am very interested in topics involving new trends, what is going on out there, and how we can help customers solve challenges. My true passion is helping and inspiring customers. I like to be inspired by others so please reach out to me if you have something to share. Peter