OpenText Workflow Service - Marq Integration and Automation

Common Integration Use Cases Between OpenText Workflow Service and Marq

OpenText Workflow Service is well suited for orchestrating structured business processes, approvals, and case-driven work across teams and systems. Marq is typically used to create and manage branded marketing and business documents such as proposals, sales collateral, one-pagers, presentations, and other templated content. Together, they can streamline content creation, review, approval, and distribution across business functions.

1. Branded Sales Proposal Creation and Approval

Data flow: OpenText Workflow Service - Marq

Sales teams can trigger a workflow in OpenText Workflow Service when a new opportunity reaches the proposal stage. The workflow can send opportunity details, customer information, pricing inputs, and approved product language to Marq to generate a branded proposal from a controlled template. Once the proposal is drafted, OpenText Workflow Service routes it through legal, finance, and sales management approvals before release.

• Reduces manual proposal assembly
• Ensures approved content and branding are used consistently
• Improves turnaround time for customer-facing documents

2. Marketing Collateral Review and Publishing

Data flow: Marq - OpenText Workflow Service

When a marketing team creates or updates a brochure, flyer, or campaign asset in Marq, the document can be sent into OpenText Workflow Service for structured review and approval. The workflow can assign tasks to brand, legal, compliance, and regional marketing reviewers, capture comments, and track sign-off before the asset is published or distributed.

• Creates a controlled review process for marketing materials
• Improves compliance and brand governance
• Provides auditability for approved collateral

3. Customer Onboarding Packet Generation

Data flow: OpenText Workflow Service - Marq

After a customer contract is approved, OpenText Workflow Service can initiate the creation of an onboarding packet in Marq using customer-specific data such as account name, service package, contacts, implementation milestones, and support details. The packet can then be reviewed internally and delivered to the customer as a polished, branded document set.

• Speeds up post-sale onboarding
• Improves consistency in customer communications
• Reduces errors from manual document assembly

4. Contract and Statement of Work Document Assembly

Data flow: OpenText Workflow Service - Marq

For service engagements, OpenText Workflow Service can collect approved scope, pricing, and delivery terms from upstream systems and pass them to Marq to generate a statement of work or service summary from a standard template. The workflow can then route the document for internal approval and final customer release.

• Standardizes document creation across teams
• Supports faster deal closure and project kickoff
• Minimizes risk from inconsistent language or missing terms

5. Compliance Review of Regulated Content

Data flow: Marq - OpenText Workflow Service

In regulated industries, content created in Marq such as product sheets, disclosures, or customer communications can be submitted to OpenText Workflow Service for compliance review. The workflow can enforce mandatory checkpoints, route content to subject matter experts, and retain approval history for audit purposes before the content is released externally.

• Supports regulatory oversight of published materials
• Creates a documented approval trail
• Reduces risk of non-compliant customer communications

6. Regional Content Localization and Approval

Data flow: Bi-directional

Global organizations can use OpenText Workflow Service to manage localization requests for content maintained in Marq. A workflow can send source content to regional teams for translation or adaptation, then return the localized version to Marq for template-based formatting and final approval. This is useful for sales kits, event materials, and product messaging across multiple markets.

• Coordinates global and regional content teams
• Maintains brand consistency across markets
• Improves control over localized versions and approvals

7. Case-Driven Customer Communication Packets

Data flow: OpenText Workflow Service - Marq

Service or support cases managed in OpenText Workflow Service can trigger the generation of customer communication packets in Marq. For example, a complex escalation may require a status update letter, remediation summary, or executive briefing document. The workflow can assemble case details and route the packet for approval before sending it to the customer.

• Improves communication during escalations
• Ensures consistent messaging across support and account teams
• Helps teams respond faster to high-priority cases

8. Approved Template and Content Governance

Data flow: Bi-directional

OpenText Workflow Service can govern the lifecycle of approved templates used in Marq, including requests for new templates, updates to existing layouts, and retirement of outdated versions. Marq can then serve as the controlled document creation layer while OpenText Workflow Service manages review, approval, and version control.

• Prevents use of outdated templates and messaging
• Supports centralized content governance
• Improves operational control over business-critical documents