Document generation.
SharePoint vs SharePoint+JungleDoc.
Our lab testing will demonstrate how effective JungleDoc is for document management. In this page we will show how much time is needed to create documents with JungleDoc compared to the standard SharePoint environment.
We will reveal this in two cases:
1. Creating a proposal from an existing one;
2. Creating a proposal followed by a sales agreement, a transfer and acceptance certificate and an invoice.
Case 1. Creating a new proposal from an existing one
Please note: this test shows only the filling in of a proposal with required new numbers, dates, customer and customer-specific information.
SharePoint only
In order to create a new proposal and re-use the information from an already existing one you need to open the existing proposal and copy some parts of the content and metadata into the new proposal form. By doing this manually you waste much time and you can make mistakes in the document.
Our multiple testing shows that this process takes approximately 134 seconds.
SharePoint with JungleDoc
Creating a new proposal from an existing one using JungleDoc in SharePoint 2010 Foundation is a much simpler task. All you need to do is to select an existing proposal and click the New from Existing button.
With JungleDoc you will:
- Take only the needed metadata from the existing proposal and put it into a new proposal.
- Generate new document name or number.
- Set all the dates and other related information.
- Fill in the new proposal document automatically.
- Transfer only some parts of the existing proposal document content to the new proposal.
Basically, all you need to do is to choose another customer from the lookup list.
Our lab testing results show that it takes just around 21 seconds to prepare a new proposal using JungleDoc.
Case 2. Creating a proposal followed by a sales agreement, a transfer and acceptance certificate and an invoice
Without JungleDoc
In a typical organisation it is usual that a lot of time is wasted generating and uploading new documents and then copy-pasting the metadata and content into the final document. Our lab testing has proved that creating a set of documents covering the entire purchasing process from the initial proposal to the final invoice takes approximately 908 seconds to complete (using the existing content). It means that you need more than 15 minutes to manage business documents for one customer. Each time you need to copy or generate a new proposal, sales agreement, a transfer and acceptance certificate or an invoice and input or change the metadata manually. There is a high risk of leaving a mistake, which may make you look unprofessional in front of your customer. Meanwhile, the time spent on copy-pasting the data could be used for direct interaction with the customer to create more opportunities for higher sales rates.
With JungleDoc
JungleDoc solves all the mentioned issues. Not only can you create all the necessary documents much quicker by re-using the data from the previous documents, but you can also be sure that they will be accurate. Our lab testing shows that it takes just around 95 seconds to create the abovementioned set of documents, which is nearly 10 times faster than using the standard SharePoint 2010 environment. With JungleDoc you use the same customer and order information which is applied automatically in all the documents. This means that in just a few clicks you can generate a proposal followed by a sales agreement, an acceptance certificate and an invoice.
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