eFormz offers India's online export documentation software to automate entire chain of export documents. Starting with Proforma Invoice, eFormz automatically carries forward all necessary information down the document chain, with only incremental information being fetched from the user.

1. Export Document Automation
-By Harshal Shah, MK Software

2. What is document automation ?
 Machine Automation of physical processes
 Improves Speed
 Quality Control
 Drives down the cost in long run
 Document Digitization vs Automation
 Why So more Important in Import / Export Business
 Documents are related to each other
 80% content is repeated or derived
 Time is money.

3. What are the current alternatives ?
Software
Setup Cost
and Recurring
Cost
Can it be
customized ?
Word/Excel
Incoherent
and
Inconstant
Repetition
and
duplication
Nested Folder
Structures
Is it intelligent
enough ?
Manual
Error-Prone
Needless
Duplication
No
Collaboration
Not Real-
Time

4. ….more issues
 Requires Human
interaction for review and
compliance
 Loss of productivity and
time
 Quality control. Who takes
care of that ?
 How we wish, we can
google or own documents
 Inconsistency within
documents can result in
delays and fines.

5. Introducing E-Formz
 E-Formz is an online business automation and productivity
tool. E-Formz takes the forms / documents used daily, and
transforms them into intelligent electronic forms, which can be
exported to PDF. Not only it prints correctly, it captures the
information 100% correct. You can use E-Formz to link
multiple documents in a workflow which is completely
customized to your business.
 To put it simply, E-Formz is an online tool to publish
filled-up PDF documents and forms. But it goes much
beyond than a simple form filler.

6. In Other words ….

7. Why Export Documentation ?
Proforma
Excise
Invoice
Excise
Invoice
ARE-1
Packing
List
Shipping
Labels

8. But what about the formats ?
Proforma
Invoice
Export Invoice Packing List Draft B.L
Banking
Purchase Order Barcodes/Labels
Excise Invoice ARE -1

9. How does E-formz handle documents ?
 E-Formz makes intelligent documents
 Self-Aware
 Self-Correcting
 Allows you to embed your business policies and
rules
 Supports mechanism to transfer relevant data from
one document to another.
 Collaborate with multiple users. In Real-time.
 Allows you to search documents by keyword. Search
Anything and everything.

10. How does it work ?
• Shipping
• Packaging
Packing List
• Financial
• Shipping
Proforma
• Financial
• Government
• Shipping
Export
Invoice

11. Advanatages with E-Formz
Validation
• Validate
• Authenticate
• Embed rules
• And policies
• Secure
Automation
• Autofill as much
as possible
• Import data
from other
documents
Customisation
• We understand
your business
requirements
• No standard
solution for
everyone.

12. What does E-Formz look like ?

13. How do we make documents ?
Performa Invoice
Commercial Invoice
Consular Invoice
Packing list
Bill of Exchange
Letter of Credit (for import
ARE -1 and much more..

14. How to get started ?
Signup Automate Approve

15. What is a document template ?

16. What more do we offer ?
Excise
Manufacturer
• Invoice
• RG1
• RG 23 II
• Cenvat
Credit
• PLA
• Labour
Challans
Excise Dealer
• Invoice
• RG23D
• Letter of
Credit
• RBI Forms
Generic
• Banking
• Insurance
• School
• Travel and
tourism
• Government
• And much
more

17. Useful links
www.eformz.in
www.eformz.in/try
www.eformz.in/export

18. Questions ??