Automation in bid documentation - 20 hours of monthly savings.
Our client reduced the time it takes to prepare documentation for tenders from 5–6 hours of manual work to one click. See more in the video below 👇🏼
"Collaboration with Autooomate and the automations they created have paid off multiple times for us."
Jarosław Haśkiewicz, LM Line
to search for the relevant documents in the trading and warehouse system,
download them as PDF files,
manually cleanse them of sensitive data,
remove information about other products,
compile everything into a single document package ready for submission in the tender.
To move from a manual process to one-click, we had to tackle several significant technical challenges.
works entirely within the client's infrastructure,
uses his trading and warehouse system,
automatically cleans PDF documents,
generates a ready PDF package without the involvement of a salesman.
Integration with the client's trading and warehouse management system – direct downloading of documents and product data.
Work within the client’s infrastructure – so that everything operates on their servers while adhering to security policies.
Secure data processing – including the automatic removal of sensitive data from PDF documents.
Cleaning documents of information about other products – so that only data related to a specific index remains in the package.
Accelerating the downloading and processing of PDF documents, which previously took a long time and often ended in errors.
The salesperson uploads a file with indexes
The file contains a list of products for which tender documentation needs to be prepared.
Clicking a single button starts the process
Automation starts from the client interface.
The system fetches documents from the client's trading and warehouse management system
Based on the indexes, the appropriate documents and product data are searched.
Automatic Cleaning of PDF Documents
Sensitive data and any information regarding other products are removed from the files.
Creating a package of documents in the prepared folder
The system generates a complete package of PDF documents, ready for use in the tender.
Ready documentation for the tender
The salesperson receives the final package – without the need to manually download, copy, and verify data.
Thanks to the implemented automation, the client significantly relieved their sales team and gained a predictable, repeatable process for preparing tender documentation.
20 hours less of work per month – that’s how much time the team regains thanks to automation.
Reducing the time for preparing documentation from 5–6 hours to one click.
Definitely fewer errors resulting from manual copying and cleaning of documents.
Consistent, repetitive process – each package of documents is prepared according to the same established rules.
Safe data processing – documents are cleansed of sensitive data and information about other products.
Better use of salespeople's time – they can focus on selling and customer relationships instead of administrative work.
Do you want to automate a similar process?
If your salespeople or office workers spend hours preparing documents, reports, or PDF packages – just like in this case study – we can help you turn this process into one click.
