I NEED
Document Automation
Document automation eliminates manual document assembly across your entire business, from proposals and quotes, to order confirmations, invoices and beyond.
Our Manufacturing Document Automation Solutions
Automating document generation eliminates that risk and cuts the time between completed quote and signed proposal to near zero. We offer three solutions for manufacturers..
Infor Document Management
The native document management solution for Infor customers. Spanning across Infor OS, centrally stored, and built to handle your document lifecycle without leaving the Infor environment.
Conga Composer
Enterprise-grade document generation that pulls data from any system and handles complex template logic, conditional content, and multi-format output for organizations with demanding document workflows.
PandaDoc
A fast-to-deploy proposal and document platform built for sales teams that want polished, trackable proposals with built-in eSignature, up and running in days.
What Document Automation Fixes
The problem isn't usually the quote itself. It's what happens after; when someone has to pull data from multiple systems, drop it into a template that may or may not be current, format it correctly, and get it out the door before the customer loses interest.
The Impact
INFOR DOCUMENT MANAGEMENT
Native Document Management for the Infor Ecosystem
Infor Document Management (IDM) is the document management solution built into the Infor OS platform. For manufacturers running Infor CPQ, Infor SyteLine, Infor VISUAL, or other Infor products, IDM provides a centralized document repository that is fully integrated with the systems your team already works in. Documents are stored, versioned, secured, and routed for approval without leaving the Infor environment. RenaissanceTech implements IDM as part of CPQ engagements.
Who Infor Document Management Helps
CONGA COMPOSER
Enterprise-Grade Document Generation for Complex Workflows
Conga Composer handles document generation at a level of complexity that goes beyond standard proposal tools. It pulls data from any system of record, applies conditional logic to display the right content for each specific document, and outputs to PDF, Word, Excel, PowerPoint, or HTML. For organizations already using other Conga products, Composer fits naturally into that ecosystem. Conga Sign adds native eSignature so document generation and signing happen in one connected workflow. RenaissanceTech is a partner for Conga Composer and can help you evaluate fit and get connected to your existing systems.
Who We Help
PANDADOC
Fast, Polished Proposals for Sales Teams
PandaDoc is built for sales teams that want professional, branded proposals out the door quickly. A strong content library, drag-and-drop template editor, and built-in eSignature mean your team can go from quote to signed proposal without switching platforms. Document analytics show when a customer opened the proposal and how long they spent on it, giving your sales team the visibility to follow up at the right moment. PandaDoc connects to CPQ, CRM, and ERP systems and can be up and running in days. RenaissanceTech is an affiliate partner and can help you get connected to your existing quoting workflow.
Who We Help
How Document Automation Works in Practice
Regardless of which platform fits your environment, the core workflow is the same: data flows in, documents come out, and nothing gets assembled by hand.
Data Is Integrated from Your Systems
Quote data, pricing, product details, and customer information are pulled automatically from your CPQ, ERP, or CRM. No re-entry, no copy-paste, no risk of the document reflecting different numbers than the system of record.
Document Is Generated from a Template
A branded, pre-approved template is populated with the live data. Conditional logic handles variations in content, layout, and line items based on the specifics of the quote. The output is consistent every time.
Delivered and Tracked
The completed document is delivered to the customer via email or a tracked link, routed internally for approval if required, and stored centrally with a full version history. eSignature is available on every platform we work with.
We Help You Choose the Right Tool and Implement It.
RenaissanceTech doesn't just point you toward a document automation platform. We help you evaluate which solution fits your systems and your workflow, and we handle the implementation. For Infor IDM, that means our in-house CPQ and ERP specialists. For PandaDoc and Conga Composer, that means a fast path to go-live with a team that has connected these tools to CPQ and ERP environments before.
What Every Document Automation Solution Delivers
Across all three platforms, manufacturers gain the same core capabilities: accurate documents, faster delivery, and a process that doesn't rely on manual effort to get it right.
Automated Document Generation
Documents are populated automatically from your CPQ, ERP, or CRM data. No manual entry, no copy-paste errors, no risk of a proposal going out with last quarter's pricing.
Branded, Consistent Templates
Pre-approved templates enforce brand standards, messaging consistency, and document structure across every proposal and quote your team sends.
eSignature Included
All three platforms support eSignature, either natively or through a direct integration, so customers can sign without printing, scanning, or switching tools.
Conditional Document Logic
Templates handle variation automatically. Line items, pricing sections, terms, and content blocks display based on the specifics of the quote, without manual editing.
Centralized Storage and Version Control
Documents are stored in a single, searchable location with a full version history so your team always knows which version went out and when.
Approval Routing and Tracking
Route documents for internal review and approval before delivery. Track document status, customer views, and signature completion from a single dashboard.
Frequently Asked Questions
Common questions about document automation for manufacturers.
Which document automation solution is right for us?
The answer depends on your existing systems and how quickly you need to move. If you're running Infor CPQ or another Infor product, Infor Document Management is a natural fit. It's fully integrated with the Infor platform and RenaissanceTech implements it as part of CPQ engagements or as a standalone project. If you need something fast and flexible that isn't tied to a specific ERP, PandaDoc and Conga Composer are both strong options that connect to CPQ, CRM, and ERP systems and can be up and running quickly. RenaissanceTech can help you evaluate the right fit.
Can these tools connect to Infor CPQ?
Yes. All three platforms can be connected to Infor CPQ so that quote and configuration data flows directly into the document without manual entry. For Infor IDM, that integration is native. For PandaDoc and Conga Composer, RenaissanceTech can handle your integration request.
Does document automation include eSignature?
Yes, on all three platforms. Infor IDM includes DocuSign integration. PandaDoc has native eSignature built in. Conga Composer pairs with Conga Sign for a combined document generation and eSignature workflow. All options allow customers to sign electronically without printing or scanning.
How long does it take to implement document automation?
PandaDoc and Conga Composer are fast to set up, often measured in days or weeks rather than months. Infor IDM implementation timelines depend on the scope of your Infor environment and how many document workflows you're automating. RenaissanceTech scopes every project accurately before the engagement begins.
Can we automate documents beyond just quotes, such as order confirmations or invoices?
Yes. All three platforms handle a range of document types beyond quotes and proposals. Infor IDM in particular spans the full document lifecycle across the Infor ecosystem, covering everything from purchase orders and invoices to compliance documents and internal approval workflows. PandaDoc and Conga Composer can be configured for any document type your business generates.
Ready to Stop Assembling Proposals by Hand?
Talk to a RenaissanceTech specialist about your document workflow. We'll help you identify the right solution for your environment and get it connected to the systems your quotes and orders already live in.