Avokaado's API integration offers a powerful solution for companies looking to streamline their B2B operations and improve client conversions. By integrating Avokaado, businesses can offer their clients a seamless onboarding experience with minimal redirection, improving the likelihood of a successful signup. The integration enables the creation of custom forms that align with the company's branding and are directly connected to Avokaado's automated document creation process.
Our template-building structure supports the creation of a comprehensive logical foundation for your knowledge base:
- Document type is determined by the business segment (e.g., HR, sales, procurement, etc.).
- Fields are designed to be reusable across different document types so you can reuse the same field set when it applies to multiple segments (e.g., agreement details such as agreement date, number, amendment date, etc.).
- Templates are generated by selecting the appropriate document type and utilizing the fields associated with that type.
These and many more features create the possibilities to implement complex logic—using choices, conditions, formulas, and more—to simplify even the most intricate document drafting processes.
Step 1: Offer stage
Once a potential client submits their information through the form, it is automatically mapped into the relevant fields in Avokaado, generating an offer that requires little to no manual input before moving into approvals or signing.
One of the standout features of Avokaado is its queue-based approval and signing process, which allows for a structured, automated workflow. All parties involved in the document can be predefined, ensuring that there is no need for additional manual actions from users. Notifications and reminders are sent via email to relevant parties at the appropriate stages, keeping everyone informed throughout the process. Furthermore, the platform allows businesses to specify where documents should be stored, automatically filing them into designated folders and enabling the upload of any additional files collected during the form submission.
Step 2: Contract stage
After the document has gone through its required approvals and is finalized, Avokaado can automatically initiate the creation of an official contract. This contract is generated using all of the data gathered during the onboarding process, allowing for an efficient and streamlined document creation process that reduces the time and effort required from staff.
Good to know about Avokaado:
Additionally, Avokaado provides businesses with more than just document management. Behind the scenes, it generates a comprehensive database. Each client's information is stored, along with records of the data generated using document templates. This means that all parties involved in the document process are tied to their most recent data and past interactions, allowing for a clear and organized overview of the client's history with the company.
Once again, these documents can be queued for approval or signing, if necessary, with options for higher-level managers to verify documents before they are sent to the client. After the final signatures are obtained, the signed document is automatically distributed to all parties via email. If the agreement includes any due dates or key milestones, Avokaado allows users to set reminders, ensuring that all parties are notified of upcoming deadlines and keeping everyone on track.
Step 3: Relationship management
One of the additional benefits of Avokaado’s background processes is the creation of a database of agreements. This database allows companies to easily access their agreements and track any discrepancies in data. It also provides valuable insights, enabling businesses to identify trends over time and gain a clearer understanding of their contractual landscape. What’s more you can build out folder structures which fits your business, both for active contracts and archived business relationships. Link together documents which are relevant to one another even if one is archived and the other is not. Also, you can create different access levels through folders and usergoups, with having one clear structure but controlling who has access to what from one central station.
In summary, Avokaado's API integration offers companies a significant advantage in streamlining their client onboarding and document management processes. Automating much of the workflow, from data collection to contract creation and approval not only saves time but also enhances the overall client experience. The ability to automatically generate and store documents, send notifications, and track key milestones ensures that every step in the process is handled efficiently. Furthermore, the knowledge base generated by Avokaado allows for deeper insights into client data and agreement trends, helping businesses make more informed decisions over time. For any insurance company focused on improving its operational efficiency and client satisfaction, Avokaado's solution is an invaluable tool.
Avokaado offers a comprehensive contract lifecycle management platform that can streamline and optimize every stage of the contract management process. From automated contract creation to secure storage and compliance tracking, Avokaado provides the tools necessary to manage contracts efficiently and effectively. By leveraging Avokaado's user-friendly platform, businesses can reduce manual work, minimize errors, and ensure consistency across their contract management practices. To see how Avokaado can transform your contract management workflow, visit https://avokaado.io/ for more information, request a demo, or create a free account.
