Personalized Documents
Create compliant, branded, data-driven communications for policies, statements, invoices, notices, letters, and onboarding packs.
Quadient CCM & CXM Services
Modernize customer communications with governed templates, automation, and omnichannel delivery.
Quadient helps organizations create personalized, compliant, and reliable customer communications across print and digital channels. Trait Softwares implements, migrates, integrates, and supports Quadient solutions for document automation, customer correspondence, production output, and regulated communication workflows.
Customer CommunicationStatements, notices, letters, policies, claims, invoices, and service messages
Operational AutomationTemplates, workflows, approvals, delivery, audit, and production support
Quadient capabilities
Omnichannel Delivery
Deliver communications through print, email, SMS, portals, archive, mobile, and digital channels from coordinated workflows.
Governed CCM
Improve control with templates, approvals, audit trails, versioning, content governance, security, and regulatory readiness.
Quadient Service Areas
Services aligned to Quadient communications, finance, mail, and delivery solutions
Customer Communications
Create compliant, personalized communications across digital and print channels with centralized content governance and cross-channel delivery.
- Content governance
- Print and digital delivery
- Customer journey clarity
Finance Automation
Automate accounts payable, accounts receivable, invoice delivery, cash visibility, approvals, and payment workflows.
- AP automation
- AR automation
- Invoice delivery
Mail & Shipping Automation
Modernize mailing and shipping operations with postage optimization, mail automation tools, carrier workflows, and tracking visibility.
- Mail automation
- Postage optimization
- Delivery tracking
Parcel Delivery
Improve package delivery with secure parcel workflows, pickup notifications, tracking tools, and locker-based delivery models.
- Smart lockers
- Pickup notifications
- Package tracking
Connected Quadient Suite
Connect communications and finance processes with CRM, ERP, archive, reporting, and operational systems already used by your teams.
- CRM and ERP integration
- Workflow visibility
- Reduced manual work
Core Capabilities
Customer communication services across content, delivery, automation, and compliance
Intelligent document automation
Automate document generation, template control, approval routing, production output, and delivery at scale.
- Dynamic templates, reusable content blocks, and brand controls
- Batch, on-demand, and event-driven document generation
- Data-driven personalization, conditional logic, and localization
- Review, approval, archive, and production-ready output workflows
What We Deliver
Quadient implementation, migration, integration, and managed services
Quadient Inspire Implementation
Set up Inspire Designer, Interactive, Scaler, Automation, template libraries, workflows, environments, and production output.
- Template build
- Workflow setup
- Environment planning
- Output validation
Migration & Modernization
Migrate legacy templates, print streams, correspondence libraries, document logic, and delivery processes into Quadient.
- Template conversion
- Data mapping
- Print stream review
- Legacy replacement
Workflow & Integration
Connect Quadient with customer systems, CRM, ERP, billing, claims, archive, document repositories, APIs, and automation tools.
- CRM integration
- ERP integration
- Archive integration
- API workflows
Governance & Compliance
Implement content governance, approval controls, roles, auditability, retention, secure delivery, and regulated output practices.
- Content approval
- Access control
- Audit trails
- Retention
Testing & Production Readiness
Validate templates, data scenarios, channel output, accessibility, print production, performance, exceptions, and release quality.
- Regression testing
- Output QA
- Performance checks
- Release support
Managed Services & Support
Support template changes, content updates, enhancements, production fixes, knowledge transfer, and platform optimization.
- Template support
- Admin support
- Enhancements
- Optimization
Delivery Approach
From communication inventory to governed production release.
We align Quadient delivery with your customer journeys, data model, template library, compliance needs, print operations, digital channels, and support model.
Assess current communication inventory, templates, data sources, print streams, channels, defects, costs, and compliance risks.
Design the future-state Quadient architecture, content model, workflow, channel strategy, migration roadmap, and governance plan.
Build templates, reusable content, data mappings, workflows, integrations, delivery outputs, test packs, and release controls.
Run UAT and production validation, train users, support go-live, stabilize operations, and continuously improve communications.
Connected Communication Stack
Integrate Quadient with the systems that create, approve, deliver, and archive communications.
Customer communication management depends on clean data, controlled content, reliable output, and traceable delivery. We connect Quadient with enterprise systems across customer, finance, operations, archive, and production teams.
CRM and customer service systemsERP and billing platformsPolicy, claims, and core business systemsDocument management and archive repositoriesPrint and mail production platformsEmail, SMS, portal, and digital delivery servicesData warehouses and reporting platformsAPIs, file feeds, and middlewareIdentity and access managementMicrosoft 365 and SharePointPower BI reportingPower Automate workflows
Use Cases
Quadient communication scenarios we support
Insurance policies, claims correspondence, renewal notices, and customer service letters
Banking statements, loan documents, regulatory notices, onboarding packs, and disclosures
Healthcare member communications, enrollment documents, EOBs, and patient notifications
Utility bills, service notices, outage alerts, payment reminders, and customer updates
High-volume print and digital document modernization
Legacy CCM migration, template consolidation, and managed correspondence support
Business Outcomes
Improve speed, consistency, and compliance
Reduce communication change cycles with governed templates, reusable content, structured workflows, and faster approvals.
Improve consistency across print and digital channels with controlled branding, personalization, testing, and output QA.
Strengthen compliance with access controls, approval history, audit trails, secure delivery, retention, and production evidence.
FAQ
Quadient service questions
Can you migrate legacy templates into Quadient?
Yes. We review existing templates, content rules, data dependencies, print streams, channels, and business logic, then rebuild or migrate them into a governed Quadient model.
Do you support both print and digital communications?
Yes. We support print, PDF, email, SMS, portal, archive, batch, on-demand, and interactive communication workflows depending on your operating model.
Can you provide ongoing Quadient support?
Yes. We can support template updates, issue resolution, production fixes, enhancements, release testing, admin support, documentation, and optimization.
Call To Action
Ready to transform your business with powerful digital solutions?
Let our experts help you build, scale, and innovate with confidence. We craft powerful digital solutions using the right technology stack—tailored to your business goals, future-ready, and built to outperform the competition.
