graphic of a square peg trying to fit into a round hole

At first glance, repurposing an existing tool for document generation may seem like a smart move. Why invest in a dedicated document generation and automation solution when you already have software that “can do the job”?

But if your organisation is forcing a reporting tool, CRM, or other system to handle complex document generation, you’re likely experiencing inefficiencies, hidden costs, and growing frustration.

Let’s talk about why using the wrong document generation tool is a costly mistake—and what enterprises should be doing instead.

The hidden inefficiencies of makeshift document generation

Many businesses take a “good enough” approach to document generation—until the cracks begin to show.

Here’s what happens when companies rely on a tool that wasn’t built for document generation and automation:

  • Templates break down – Complex financial, legal, or compliance-driven templates don’t function properly, leading to formatting issues and inconsistencies.
  • Approvals get stuck – Simple changes require IT intervention, creating workflow bottlenecks and slowing down critical processes.
  • Compliance risks grow – Without proper automation and audit trails, errors slip through, leaving businesses exposed to regulatory issues.

More than just a workflow issue—this is a business problem

Beyond the daily frustrations, these inefficiencies come with real costs:

  • Wasted time – Teams manually fix document errors, chase down approvals, and struggle with system limitations.
  • Customer dissatisfaction – Delays in client-facing documents like contracts, invoices, and policy updates damage trust.
  • Revenue loss – Financial services is renowned for being fast moving. Slow document processes don’t belong here – they lead to missed opportunities and competitive disadvantages.

If any of this sounds familiar, your business might be forcing a square peg into a round hole – relying on a system that was never designed for high-volume document generation and automation.

How to know if your document generation process is failing

Not sure if it’s time for a change? Look for these red flags:

❌ Generating and approving documents takes too long.
❌ Teams manually intervene to fix errors and formatting problems.
❌ There’s no version control, leading to outdated or inconsistent templates.
❌ IT is constantly called in to manage document workflows.
❌ Your current system struggles to scale with growing business demands.

If you’re nodding along, it’s time to rethink your document generation tool.

The smarter way forward: Purpose-built document generation and automation

Instead of forcing a tool to do what it wasn’t designed for, the solution is to use a document generation tool built to handle complex, high-volume enterprise needs.

With an intelligent document generation and automation platform like DocFusion, businesses can:

Automate workflows to reduce errors and speed up approvals.
Ensure compliance with built-in security, audit controls, and version management.
Empower teams with user-friendly, low-code tools—eliminating IT bottlenecks.
Scale effortlessly to manage thousands of documents without performance issues.

The bottom line

If your organisation is still trying to patch together a document generation process using a reporting tool, CRM, or other workaround, you’re likely dealing with unnecessary risks, delays, and inefficiencies.

The right document generation tool transforms how enterprises operate, helping teams work smarter, deliver documents faster, and maintain compliance with confidence.

Let’s talk about getting your document generation and automation strategy right. Get in touch to talk, or to schedule a demo, today!

further reading
  1. ITWeb – DocFusion’s enterprise batch platform: A new way for enterprises to manage, run and analyse large batches of complex documents
  2. DocFusion Blog – DocFusion: True enterprise-grade document automation
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