• Why leading professional services firms are embracing automation
  • The existing client proposal process and where things can go wrong
  • How to get started with document automation and the ROI you can expect

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Inside: the power of document automation

The link between client documents and enterprise performance


The professional services documents suited for automation

Insights from Templafy's global survey of 2,296 full-time employees

*Across the US, UK, Germany, and Australia, conducted between December 2021 and January 2022