Dynamic documents
An alternative to your statement, notice or invoice
Organize the information on your invoices, notices or statements more efficiently and offer differentiating experiences.
Only 42.2%* of private customers can understand what the bill says.
*IN ECO.SAPO.PT, 2020
Improve your customers' experience
Clearer information, fewer complaints and reduced support costs.
Better user experience.
Possibility of incorporating segmented multimedia elements.
Direct links to action that allow for a higher conversion rate.
Secure access.
How does it work?
With the Dynamic Documents service, we produce documents in HTML format that can be made available in self-care areas or stand-alone platforms.
1.
Definition of the templates to be used and the rules to be applied.
2.
Building documents in batches or one by one in real time.
3.
Archive generated documents in a secure datacenter.
4.
Making documents available via previously configured API connections.
5.
Notification to the end customer, via the desired channel, of the availability of their document.
A differentiating experience for your end customer
Your customer always knows when a new document is available for consultation.
You can consult the document on any device.
The information is laid out in a simpler and more organized way.
The client can see more details by clicking on the areas of the document.
Interactivity makes it possible to incorporate notes, videos or other self-help systems that reduce support contacts.
Make the most of your customer's attention to these documents. Boost conversions by including videos and other targeted multimedia content.
Hand in hand with security
We rely on robust data security and privacy practices that are an integral part of our product engineering and service delivery principles.
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A secure and legally valid solution for digitizing sensitive files.