For Desktop

The innovation of DataPro, leveraging the power of Whitespace.

Produce bespoke documents using contract data

Whitespace for Desktop product offers efficient management of company documentation by seamlessly integrating with company Microsoft Word templates. Users can effortlessly produce custom company documentation with contract data from Whitespace, eliminating the need for manual rekeying. The flexibility to produce client facing documentation in both Word and PDF formats enhances convenience. The product allows for the insertion of contract defined data or entire MRC section contents from Whitespace contracts directly into the documents, ensuring accuracy and consistency. Additionally, users have the option to automate the upload of generated documentation onto a Whitespace contract, streamlining the workflow and enhancing overall productivity.

Generating bespoke documentation using Whitespace contract data can also be achieved seamlessly through the available DataPro Document Generation API service, providing your existing system with document production capabilities.

Upload spreadsheet data into digital contracts

The integration of spreadsheet data into Whitespace contracts is a streamlined process that enhances efficiency and accuracy. Users can create Whitespace defined data rich contracts using spreadsheet data. The Whitespace integration provides robust data analysis and cleansing features, allowing users to review and refine data before incorporating it into a draft contract. This includes validation checks for aspects such as date formats, ensuring data accuracy and compliance. Moreover, Whitespace empowers users to create data tables (Schedule of Values) within contracts, further optimising the representation of spreadsheet information in digital contract form. This integrated approach simplifies the contract drafting process and ensures that data is both reliable and formatted correctly within the Whitespace ecosystem.

Whitespace integrated email and chat

Whitespace for Desktop offers a comprehensive email integration feature that streamlines communication and collaboration within the platform. Users can effortlessly draft emails using Whitespace contract data. The software also allows for seamless attachment of Whitespace contracts to emails, simplifying the process of sharing important documentation.

Emails and their attachments can be shared with other Whitespace platform users, promoting collaborative workflows.

Whitespace for Desktop facilitates real-time communication through its integrated chat facility, allowing users to engage in Whitespace platform conversations while working on the desktop. This cohesive approach to communication ensures that users can efficiently collaborate, share information, and discuss contract-related matters in a centralised and synchronized environment, enhancing overall productivity and collaboration within the Whitespace ecosystem.

  • Easily upload and review attachments on Whitespace contracts

  • Receive interactive desktop notifications for quotes, orders and Insurer stamps

  • View history and Insurer information for a Whitespace contract

  • Unifies the power of Microsoft 365 into a seamless integration with Whitespace

Want to learn about our industry leading Whitespace Broking System integration within RiskPro?