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Finding a document generation application for Salesforce seems easy but finding a fully-fledged platform offering both document generative and management capabilities is daunting. This is exactly what the requirement of a leading eye care provider from Scotland was. They needed to onboard a comprehensive platform to take care of and streamline their end-to-end document management requirements in Salesforce. This includes the processes from automated document generation and storing them externally in SharePoint.
After thorough industry research, they identified the potential of XfilesPro as an advanced platform for all document management needs. Learn how XfilesPro helped eye care providers achieve document success in Salesforce by accomplishing every requirement.