Top 3 Reasons to Meet Team XfilesPro at World Tour London
World Tour London is back! And, we have good news! We couldn’t be more proud and thrilled to announce that XfilesPro, the #1 document management application for Salesforce is making its debut at the best of World Tours as a proud Sponsor. Our team is heading to London to showcase the X-factor in the document management realm of Salesforce. As you’re excited to explore 70+ sessions, mind-blowing demos, and the top innovations powered by CRM, AI, Data, and Trust, here’s why you shouldn’t miss joining team us at ExCeL London on 6th June 2024. Showcasing the X-factor for Salesforce Document Management At World Tour London, XfilesPro is presenting a comprehensive suite for all your document management needs in Salesforce. Our platform is fully-fledged, advanced, and capable of accomplishing your everyday requirements to deal with Salesforce documents — from its creation to approval and storage in a secure environment. Here’s a brief overview of the capabilities you would explore upon meeting our team at the World Tour. 1.A Superior Solution for Automated Document Generation Joining us, you will discover the cutting-edge functionalities of XfilesPro’s document generation app for Salesforce. Right from pulling data from various objects to creating the document either by importing your template or building a new one, XfilesPro’s document generator accomplishes document production in Salesforce with the power of automation. Using the app, you can create documents of any type, size, or quantity without your involvement. 2. Later, Route it for Approval and eSign Once the document is generated in the Org, it’s time to channel it for review and approval by several users. With XfilesPro, you can automate this hectic process and eliminate the long waiting time associated with the multiple review and final approvals. And, after the approval, the document will land in the hands of authorized people for eSign. 3. Finally, Store the Documents in a Repository You’re done with review, approval, and eSign. Now, it’s time to store your documents somewhere out of Salesforce considering the limited file storage space of the platform. XfilesPro allows you to transfer documents from Salesforce to any of your preferred, secured external systems (SharePoint, OneDrive, AWS S3, & Google Drive) so that your file storage will never get exhausted. The best part is that since the external storage is owned by you, you will gain 100% ownership and control over your documents and no one else. Finally, once the documents are moved to the external repository, you have accomplished the lifecycle of your documents. That means a meet-up with team XfilesPro at World Tour London will give you the best opportunity to elevate your document management experience in Salesforce. We’re presenting you with a single platform for end-to-end document handling, which eliminates the need to switch between apps or deal with multiple vendors for different purposes. Not this alone, upon meeting us, you will also get the chance to discover the potential of many more applications including Salesforce data archive and backup, and no-code integration. Plus, there will be a door to join our Partner Program and our growing community. So, shall we meet and help each other? Don’t forget to stop by our booth at ExCel London! Before that, please book a slot here to avoid the rush! Looking forward to seeing you! Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
Salesforce Integrated eSign Solution using XfilesPro DocGen
Everything around us is going digital: how we work, how we connect, how we get things done. So why are we still stuck with outdated, manual signing processes? Sticking to traditional signing methods in a fast-moving world isn’t a scalable option. Printing, signing, scanning, and emailing are time-consuming processes as well as unsustainable. Manual signing isn’t just old-school—it’s inefficient and out of place in today’s digital-first workflows. eSign in Salesforce for the documents your business often makes use of is the way forward. This is why XfilesPro has rolled out a state-of-the-art feature called XSign, built specifically for Salesforce document signing. Integrated into our document generation application for Salesforce, XfilesPro DocGen, it’s designed to speed up and simplify the entire Salesforce eSign process. Why Traditional eSign Workflows in Salesforce Fall Short Traditional eSign workflows are too complex, hard to maintain, and struggle to scale. While Salesforce is an all-in-one platform designed to simplify your document management processes, the addition of third-party Salesforce eSign tools often introduces unnecessary complexity. Here’s where it gets tricky: third-party tools often don’t integrate smoothly with Salesforce. You have to download documents, upload them to an eSign platform, wait for the signature, and then re-upload everything back into Salesforce. This back-and-forth creates significant bottlenecks and slows down the entire process. Time Delays When you’re waiting for signatures, every extra step in the process adds hours or even days. The back-and-forth between apps or email chains just stretches out timelines. Version Issues With documents being passed between multiple platforms, keeping track of the latest version becomes a challenge. Is this the final version? Did the signer receive the correct one? It’s a constant guessing game. Lack of Automation Manual processes don’t scale. Without automation, teams are forced to track down signatures, send reminders, and deal with a cluttered, disorganized workflow. It’s time-consuming and distracts from more important tasks. Compliance Concerns Ensuring your eSignatures on a digital document within Salesforce are secure, properly tracked, and compliant with legal requirements is tough when everything isn’t integrated. Whether it’s data protection laws or audit trails, disjointed systems often fail to meet industry standards, risking non-compliance. Read more: Top 5 Security and Compliance Benefits of Salesforce Document Automation XSign: A Salesforce Integrated eSign Solution within XfilesPro DocGen XfilesPro DocGen transforms your document management workflow in Salesforce, automating everything from creation to e-signature. It automatically pulls data from multiple objects, so you don’t have to manually enter details. Whether you want to create custom templates or use the existing ones, the process is seamless. Plus, it automatically routes documents for review and approval to the right people, making collaboration smoother. With the introduction of XSign, DocGen supports the entire document lifecycle. From document creation to review, approval, and e-signing, everything happens within Salesforce, with no need to switch between different platforms. This streamlined approach not only saves time but also improves efficiency and accuracy at every step. Read More: Document Lifecycle Management In Salesforce Beyond DocGen Use Cases Imagine your sales team is drafting a proposal, or your legal team has to send NDAs to partners. If the process is manual, they rely on emails or pen and paper for signatures. With emails, the document often goes through several rounds of review and approval. By the time it’s ready for eSignature, the email chain is so long that finding the most recent version becomes a challenge. On the other hand, the paper-and-pen method is prone to errors. Documents can be handled by the wrong person, lost, or misplaced. Delays may also occur due to logistical issues or confusion, which only adds to the frustration and slows the entire process down. With XfilesPro DocGen and integrated eSign, teams can generate documents directly in Salesforce and send them out for eSignature instantly. Simply click a button from the record to generate a pre-filled proposal and send it for eSignature, whether for a single client or multiple teammates. The signed document is automatically attached to the record in Salesforce, keeping everything organized and streamlined. Powerful & Efficient Automated Salesforce Document Generation Download the Datasheet! Business Benefits of XfilesPro DocGen for Salesforce eSign Waiting for signatures can slow down processes. With XfilesPro DocGen and eSign integrated into Salesforce, you can send documents for signature with just a few clicks, eliminating the need for printing, scanning, or lengthy email exchanges. Here’s how eSign simplifies your workflow: Faster Deal Closures Automate document generation and eSignature workflows directly in Salesforce to cut turnaround time and close deals faster. Easy for Everyone Clients and teammates can sign documents from anywhere, at any time—no logins, no downloads, just tap and sign. Safe and Legal Every signed document is secure, legally valid, and comes with a full record of who signed and when. Save Time & Money Eliminate printing, scanning, and courier costs by managing everything digitally. This reduces operational time and boosts productivity across teams. Auto-Save to Salesforce Signed files are auto-attached to the correct Salesforce record, so there’s no hunting for files or missing documents later. Conclusion If your business runs on Salesforce, your document workflows should too. XfilesPro DocGen, with its integrated XSign feature, offers a unified platform that ensures a smooth connection between the document creation and signing processes within the organization. This way, you don’t need to switch between different systems or software to accomplish both processes separately, providing a smoother and more efficient workflow. The future of Salesforce eSigning is here, and it’s fully integrated, automated, and built for today’s digital-first world. Get your documents signed faster. Download the app from AppExchange. A Vision for the Future “I am extremely delighted with the addition of eSignature functionality in our document generation application XfilesPro DocGen. With constant innovation in the document management domain, XfilesPro is rapidly evolving as a trusted application. We have some amazing upcoming developments, and I can’t wait to see what XfilesPro will offer to our customers.” – Harish Kumar, Founder, XfilesPro Labs Pvt Ltd Poornima GConnecting businesses with top SaaS and
