Author: Jean-Marc Chanoine

More from Jean-Marc Chanoine


How to speed up your sales cycle with RFP automation

Blog

How to speed up your sales cycle with RFP automation

Sep 4, 2025   12 min read.

Close more deals with fast, high-quality, and compliant RFP responses. In this blog, you’ll learn how to choose a solution that balances speed with control—so every response protects your brand and strengthens your reputation. 

Read More
What is proposal automation? A complete intro for sales teams 

Blog

What is proposal automation? A complete intro for sales teams 

Sep 2, 2025   11 min read.

How to win more deals by choosing the right automation software. We’ll cover what proposal automation is and how it can benefit your teams, as well as explore some of the most common use cases to help choose the right solution for your enterprise.  

Read More
Mortgage document automation, explained 

Blog

Mortgage document automation, explained 

Aug 15, 2025   10 min read.

We’ll explore how automation works across the lending lifecycle and how AI-powered tools like Templafy help lenders move faster, reduce errors, and stay fully compliant. Whether you’re modernizing legacy systems or establishing new workflows, automation is the key for a smarter, more scalable way to work.  

Read More
Document automation for law firms and legal teams 

Blog

Document automation for law firms and legal teams 

Aug 15, 2025   13 min read.

How top lawyers are working faster, reducing risk, and staying compliant with smarter workflows.

Read More
What is professional services automation (PSA)? Tools, use cases, and benefits

Blog

What is professional services automation (PSA)? Tools, use cases, and benefits

Aug 15, 2025   9 min read.

Professional services automation (PSA) brings the entire client delivery lifecycle into one place. It helps your teams produce better quality work, faster, leaving more time for the work that drives your business forward. Read on to discover how to choose the right PSA tool for your organization.

Read More
HR document automation: Tools, use cases, and how to get started

Blog

HR document automation: Tools, use cases, and how to get started

Aug 5, 2025   9 min read.

Explore how HR teams use document automation to simplify onboarding, maintain compliance, and reduce admin load with modern workflows.

Read More
How to write a foolproof engagement letter: Tips and tools for success

Blog

How to write a foolproof engagement letter: Tips and tools for success

Apr 2, 2025   12 min read.

Get on the same page before the work begins. In this article, we’ll explain how to write one that covers all bases—and how to use AI and doc gen to do it faster and with less risk. 

Read More
5 ways to deliver better sales materials using content automation

Blog

5 ways to deliver better sales materials using content automation

Dec 12, 2024   7 min read.

In this blog, we’ll walk you through everything you need to know about sales content automation to choose the right tool for your team.

Read More
Maximize ROI: Build finance documents with automation software

Blog

Maximize ROI: Build finance documents with automation software

Jul 29, 2024   11 min read.

Document automation for financial services can save time, optimize workflows, and ensure compliance with regulation. Learn how the tool can help you work more effectively!

Read More
Contract automation: The what, why, and how

Blog

Contract automation: The what, why, and how

May 30, 2024   8 min read.

Is contract chaos disrupting your business? Discover how to choose a contract automation tool that streamlines workflows, saves time, and strengthens security & compliance in this buyers’ guide.

Read More
How to streamline proposal creation for your team

Blog

How to streamline proposal creation for your team

Mar 14, 2022   4 min read.

A good proposal is a work of art. But the process of creating that proposal? That’s science.

Read More