We produce 300 client report docs p/y. Instead of doing it manually, what should we use? ID server? Or?
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Hi everyone!
We are a financial services company and, as part of our services, we produce a final document for our clients, that sums up the work we have done. It's usually a 6/12 pages document, with some tables, that includes parts that are fixed and some that change.
We could set up a template and then come up with a series of conditions that would use bits of text depending on those conditions. We could also use open fields for the big chunks of specific text that has to be put in. Same for the tables.
The resulting document is a PDF which may or may not get printed, that we send to clients. We produce, at the moment, less than 300 per year.
Now... what I am talking about is basically Document Automation, with some sort of VDP. I know that one solution could be looking for a vendor that could sell us a platform that would use InDesign Server.
Now... my question is... What is the best solution to produce that kind of document?
It feels that 300 documents per year are too small of a volume to justify the expense.
Am I missing some simpler opportunity within the Adobe options?