7 Common Use Cases to Automate Document Generation Process Within Salesforce
Automating document workflows in Salesforce is an arduous undertaking but is essential to stay ahead in a fast-moving business environment. It’s the way to drive critical business advantages including productivity boosts that chart the way to success. Say goodbye to endless hours of editing incorrect data on a Word template or sprucing up Excel Tabs. Automating your document generation process in Salesforce can do those tedious tasks quickly and accurately. Imagine the daily activities of your marketing and sales teams. They strive to roll out top-notch, market-demanding presentations and proposals off the cuff. On the other hand, your HR team stays busy releasing offer letters, training documents, compliance forms, and many more to accomplish their goals. Creating many documents daily is overwhelming. Automating the document generation process makes sure you’re making the grade. Read on to discover the seven most common use cases where document automation in Salesforce delivers potential results. Why You Need to Automate Document Generation? Manually creating documents in Salesforce can be tedious, time-consuming, and prone to errors. Imagine having to generate multiple contracts, invoices, or reports every day—copying data, formatting files, and ensuring accuracy. Not only does this slow down processes, but it also increases the risk of mistakes and compliance issues. Automating document generation with XfilesPro Doc Gen eliminates these challenges by streamlining the process, and ensuring documents are created quickly, accurately, and consistently. The process reduces manual effort, minimizes errors, and allows teams to focus on more strategic tasks. Plus, with real-time data integration from Salesforce, businesses can ensure up-to-date, error-free documents, and control the way documents move around their Org among multiple users. 7 Common Use Cases to Automate Salesforce Document Generation Automatic document generation in Salesforce is necessary for many reasons. From creating detailed sales proposals to driving revenue through invoices and contracts, generating documents has multiple use cases. Let’s look at five common use cases for almost every business. Meanwhile, learn about the benefits of automatic document generation in Salesforce Sales Proposals According to the ‘Sales State Report’ published by Salesforce, sales reps spend only 28% of their week on selling. That means they are involved 72% of their time on other tasks. These ‘other tasks’ generally refer to document creation, editing, sharing it for review and approval, and getting it signed by approvers. Naturally, improving the time to focus on selling and pitching is essential here by automating the end-to-end process of document generation. It saves enormous time and effort by handling these routine tasks. This provides your team the freedom to focus more on strategic goals, building relationships with customers, and making more sales. Contract Management From employee contracts and vendor agreements to lease documents, businesses manage a wide variety of contracts daily. Although the purpose of each document is different, these contracts share one thing in common: they are legally binding. Messing up one aspect of the contract process can drive potential consequences including substantial penalties and the erosion of trust with customers and partners. However, it’s no easy task for your team members to cross-verify each detail considering the large number of documents they have to deal with in a day. When it comes to legal aspects, it can often be complex for some users to wrap their heads around the terminologies and their meanings when making such documents manually. Automatic document generation in Salesforce can pull data from various fields and create contracts instantaneously, leaving no doubt about its accuracy. Although a final review and approval should be mandatory for such documents, automating the creation process definitely reduced the effort and time by half. This also guarantees a seamless contract management experience for users. Invoice Processing Invoices are an inevitable part of business operations that will be around as long as the business will. However, invoice processing is a drawn-out task that involves processes from verifying and extracting the data to entering it into the right space. Considering the size of most businesses, it sounds impossible to do manually or extremely risky. This is where the power of automation comes into play. An advanced document automation system will have the expertise to scan invoices in a variety of formats, choose the right templates, enter accurate and appropriate data, and perform necessary calculations (offers, renewals, and automatic termination), eliminating the manual effort to almost nothing. With these advancements, your employees can act as reviewers rather than workhorses. Employee Onboarding Recruiting and welcoming a new employee to your organization involves many documents, such as company policies, previous employment records, tax or insurance-related documents, and NDAs. In a dynamic work environment, generating and managing such documents would cause a significant drain on resources, which underscores the need for efficient and automated operations. However, if your company is a Salesforce user, generating and reviewing these documents would be easier with XfilesPro Doc Gen. You can have your templates and documents ready and approvals and eSigns in place. The process is fast and quick with no complex technical setup to ensure a smooth onboarding experience for new hires while reducing the administrative overburden on the HR department. Compliance Assurance If your business functions in a regulated industry, making the right compliance documents is not just a thing but everything. However, a single oversight or human error in document creation can lead to potential compliance issues. To tackle this challenge, document automation ensures the flow of updated and accurate information to your compliance documents. Therefore, you don’t have to worry about the hefty penalty or legal actions that would take a toll on your bottom line. Customer Service and Case Documentation Accurate and timely delivery are the two critical elements of great customer service. With the high volume of cases and customer interactions, support teams often face challenges in maintaining consistent documentation. Automating the generation of case documentation helps by pulling data directly from Salesforce and creating consistent case reports, support tickets, service agreements, and troubleshooting guides without manual input. This ensures that every case has accurate and up-to-date information,
How To Accelerate Deal Closure In Sales With A Salesforce Document Generator? 5 Tips
Is there any instance where you delayed sending the quote to a lead and lost an opportunity? If your answer is ‘yes,’ it’s high time you need to adopt document automation for your sales process. Fortunately, technology has evolved from the monotonous old-school ‘copy and paste’ process with the emergence of document generation tools for Salesforce that accomplish sales goals more efficiently. So, it’s your call whether you need to surprise your sales team with a powerful Salesforce document generation tool. How Do You Know If Your Sales Team Needs a Salesforce Document Generator? If you’re a little confused about whether your sales reps truly require a document generation tool, always remember that the mantra of a successful sales team is A-B-C — ‘Always Be Closing,’ not document building. A survey conducted by IACCM Benchmark reports that companies that use document automation software have a 24% faster selling cycle. This means your sales success is directly proportional to the efficiency of your document automation tool and indirectly proportional to the time you spend manually building documents. What you need to do in this situation is to get your sales team back to their core selling job from spending long hours creating sales documents. Embracing a Salesforce document builder is the only rescue here! Types of Sales Documents You Should Automate in Salesforce Well, you can leverage a Salesforce document generation tool to populate new documents that your sales team requires to send to customers/leads/prospects on a daily basis. This includes a wide range of documents such as; Sales Decks to showcase your products/services to potential customers Case Studies that tell the story of your customers — how they leveraged your product/service to scale success Personalized NDAs and other contracts Quotes/proposals that need to be built and sent quickly Contracts with e-signature to streamline deal closing Invoices/receipts that your customer needs to receive at the end of the closing process On that note on the different documents that can be automatically created using a Salesforce document generation tool, we will look into the correlation between document generation and deal closures. We will see how implementing a Salesforce document generator can help your sales team win big and more deals faster. Discover more about 5 Important Sales Documents You Should Start Automating In Your Business #1. One-click Document Generation Process For a sales rep, nothing can beat the excitement of learning from a prospect that he/she’s ready to buy your product/service. As soon as the discussion is finished, the next immediate step you’re supposed to do is manually build a proposal for them, right? From adding the name and product details to double-checking every information including the quoted price, it makes a long process. Having a Salesforce document generation tool, you can generate new documents with a deal, price, and the details of the product by automatically obtaining data from different Salesforce objects with the click of a button. #2. Minimized Human Errors When the document creation demands repetitive tasks such as building multiple personalized contracts, your documents will be prone to errors. Keep in mind that an inaccurate data entry can lead to delays in closure, lost revenue, or even legal complications. An automatic Salesforce document generation tool can avoid such costly mistakes by accurately and automatically pulling data, which reduces instances where information may be incorrectly copied or typed. For example, a Salesforce document generator helps you get rid of the risk of entering wrong details on invoices by automatically obtaining data from a sales order, which demands zero human involvement. This ensures absolute precision of details! #3. Customer Satisfaction through Quick Turnarounds In sales, every second matters! Unlike any other department, the time has to do a great deal with the success of your sales team as customers expect an immediate response to their inquiries. So, how fast you close deals can make all the difference! By automating sales documents using a Salesforce document generation tool, you can build proposals or contracts quickly, promising a high-quality customer experience and reducing customer wait times. This streamlined process cuts down the time between the initial contact with a prospect and closing a business deal with him/her. #4. Making Stellar Sales Professionals When it comes to sales, operations such as prospecting, networking, lead generation, and customer engagement are of the utmost importance. Unfortunately, these core jobs mostly get minimum attention due to the abundance of manual document creation tasks such as data gathering, copying, and pasting. With automated document generation in Salesforce, sales reps can build personalized proposals/quotations in a minute and get back to the lead/customer immediately. This personal touch will blow them away and provide more bandwidth to your sales team, empowering them to actively engage customers and address their needs. #5. Consistency in Branding Preserving consistency in brand elements across documents is an essential part of building brand identity, recognition, and trust. Document automation in Salesforce ensures that whether it’s a sales deck, contract, or SOW, every document adheres to your brand’s guidelines. This includes the accurate placement of logos, and choosing colors and font styles, which not only streamlines the sales process but also make your marketers’ lives much easier. Also, Discover How to Maximize Business Opportunities With Streamlined Proposal Automation In Salesforce Bottom Line Now that you learned how a Salesforce document generation tool can contribute to converting customers faster, it’s time to button up the article. If you’re wondering which document automation tool is appropriate for your business, we suggest XfilesPro DocuPrime, the most cost-effective and recommended Salesforce document generation application in the AppExchange. Powered by automation, XfilesPro DocuPrime automates your sales team’s end-to-end document generation process — from data gathering to eSign on the final draft, all with one click. The good part is that the entire process is carried out 100% within the Salesforce platform so that your document never moves out of the application, ensuring compliance adherence and strong security. Curious to learn how can you give your sales team efficient time back each day with XfilesPro DocuPrime? Schedule a demo with one of our product experts! They are happy to help
Maximize Business Opportunities with Streamlined Proposal Automation in Salesforce
You’re leaving money on the table if not using automation for drafting your business proposals Your CRM is set. Salesforce has all the data that you need for your prospecting. With the most favorite data scientist, i.e. Sales Cloud, your customer info is all in place. It gives you rich customer insights and intelligent alerts about your best leads. Everything is going well. We all know that if not available on Sales Cloud, then that information doesn’t exist. With a live scoreboard in your Sales Cloud, you can see how well your sales team is doing. You can easily plan your sales forecast with your pipeline inspection tool in Sales Cloud. This is a big revelation as you can see which leads of yours are genuinely interested in your product. When you are in need of a business proposal, it means that your product is doing good and you have solutions for the specific needs of your buyer. But who is in need of your business proposal? With the Opportunity Kanban in Salesforce, you can view all your opportunities and have your proposals written and sent directly to them. This is how you set up your success from day 1. A business proposal is one of the most used documents in marketing to drive the sales process. Business proposals are the latent talent that will ensure your prospects are persuaded to avail of your product/services. Business proposals usually come in handy for B2B businesses most of the time. So this article will help you to make them more compelling through automation. Also read: How to Enhance Sales Efficiency and Customer Experience with Automated Document Generation in Salesforce. Sales Cloud and Automatic Document Generation: The Power Couple of Salesforce With the process of automation and the power of Sales Cloud, you can help yourself with an accurate, creative, brand consistent good-to-go business proposal of any kind as per your requirement. Below are some of the processes that are tested and proven to be effective for many prospering businesses. We have carefully articulated them just for you. Read on! Success Story Here: BloomWealth, A Leading Tax And Financial Advisor Based In Sydney, Sought The Help Of XfilesPro DocuPrime To Automate Their Documents In Salesforce. Automate proposal data retrieval of the right lead The best thing to manage your leads is to have all the right information about them. And your Sales Cloud is the centralized information repository for the same. End-to-end process automation is the major idea behind automated document generation. That will include even the help of retrieving your Salesforce data from multiple Salesforce objects. Imagine going through the chaos if you are to pull in the data manually. It would be time-consuming and that hot lead of yours would vanish into thin air. Now that you think of it in this era, it feels like a lifetime ago. XfilesPro DocuPrime pulls out the data accurately like a pro and has you sorted with the rest of the process. With the #1 smart platform Sales Cloud, your leads will be ranked with a healthier pipeline that will lead to better proposal creation. A hassle-free experience will help you place the right data in the right place leaving no room for human error and the added advantage is that you can finish it in a jiffy. The right information about the right lead and there is no way you won’t close the deal. Cut down your time With a proper sales path set with Sales Cloud, your sales reps are very clear about their duties. Automate your sales proposal for that high-ranking lead with automatic document generation for Salesforce with the information given by Sales Path. All the difficulties with drafting one document and pulling in the data, placing them in the right place, proofreading the whole document, checking the tone of the proposal, and many more can be eliminated easily. XfilesPro Docuprime is your silver lining if you are looking for a native Salesforce native application for document generation to eat away the time and rush in the process. With just one click, your business proposal is all ready and set to send. This method will shorten your sales cycle and you can put in more of the time to some better yielding works. Also with emails automatically connected to Salesforce or you can connect your customers through Salesforce Inbox, you can create your sales proposal within Salesforce and send it with a click. Provide a consistent brand experience One thing to note is that customer experience drives shift for brands. How do you get to imprint the best impression into your prospect’s mind? If you ask us, we would say uniformity. That is how we have seen the leading brands rule in sales and marketing. A brand experience is your identity and every element is of utmost importance. With each point of contact going out to your customers, don’t you want them to perceive you as a brand? With XfilesPro DocuPrime facilitating the process of automation, your brand image is going to be intact and there will be no loose ends. The missing gaps in your branding are going to be sorted and you will thrive hereon in the name of your brand among your customers. If you are looking for a detailed understanding of the applications of automatic document creation in Salesforce, then this datasheet is going to help you. Send & sign with ease Never underestimate the power of a business proposal. As per your customer response, you tailor a proposal entirely that fits the requirements of the customer. At the end of it, there is also going to be a budget section which is to be approved and signed by the higher power of your product/service. With automated document generation, XfilesPro DocuPrime also provides a special feature called e-sign that supports popular e-signs. By exploiting the power of e-sign, your business proposals can be easily approved and signed by your C-suite or the concerned officials
The Ultimate Guide To Creating a Killer Sales Pitch with Auto Document Generation in Salesforce
The other day you just launched your new product. And now you need it to reach a wider target audience. How would you do it? But what is the best place to find customer information that is right and accurate? Where can you find the kind of data that gives you the right analytics, intelligence, and automation? The only answer is Salesforce Sales Cloud. This SaaS helps with collaboration where sales reps can share information or ask questions of the Salesforce user community. As a matter of fact, we know that every company is unique, but all companies want to find, sell to, and keep customers. Being a sales rep, if you go through the sales path after being approved by your exec, one thing that you see along the set path is to have a sales pitch always in handy. Always make sure that until and unless you qualify for a lead, sales pitches are out of the question. Only after learning your buyer persona and understanding the bottom of the funnel will you hand over the Sales pitch. By following these hacks, the Customer 360 Methodology in Salesforce is sorted. With touchpoints, you can learn about the evolution of a customer too. This blog is going to help you understand how you create a sales pitch with automatic document generation in Salesforce to improve your business revenue. Sales pitches – Show and not tell For successful selling, it is a must to embrace the power of a sales pitch. The graph, the images, the reviews everything will speak for itself, and the time for convincing and converting them into customers will happen in no time. Automated Document Generation is the answer to this In this world of technology, will you not give automation a chance to generate your sales pitch? Keep one thing in mind, the larger the leads and opportunities in your Salesforce records, the more leads you can expect. Just thinking from the sales team angle will give you the outcome for this true-to-be circumstance. Being a market-proven effective CRM, Salesforce is the most reliable source to manage its data. So below reasons will justify why auto document generation will work the best. Interested in exploring a real-world success story of automated document creation within Salesforce? Click here to gain valuable insights. Choosing the right template Be it any document, the first important thing is to choose the right template. The appeal to anything is always very important. Hence choosing the right template is always crucial. If not, then there is always the option for uploading your existing template and getting your sales pitch done. Always putting your customer at the center of your data architecture will help you drive better sales and avoid gaps. Also read: Why Do You Need an Auto Document Creation App in Salesforce? Time Saver Having your Salesforce objects scattered, and manually drafting them we would suggest a big no-no. But with an automatic document generator in Salesforce, it is highly time-saving as it automatically fetches the data. Also, there is an unescapable loop that is painfully time-consuming when it comes to automatic document generation. But with automation, your pitch is created in a single click. There is no round 2 or any do-overs. You cracked it the first time. Opting for a doc type Certain individuals opt for their sales pitches in a Word document, while others, aiming for a captivating narrative, prefer PowerPoint (PPT). If you’re considering reverting to manual document creation in Salesforce solely because you believe it’s limited to a specific file type, you’re mistaken. The document generation functionality within Salesforce accommodates various document formats, giving you the flexibility to generate identical content in different formats. Automatic document generation for Salesforce empowers you to choose the format that suits your presentation best. Designs and font styles for you to weave tales. The magic of automation for Salesforce does not end at just selecting templates. It just sets a nice layout for your pitch. An array of other designs and font styles are available that can, even more, beautify your content. You can choose the fonts that fit your idea of the product and can customize your document according to it. Once you feed your lead details from the Lead View list, as per the priority like high, medium, and low, you can understand the behavior of your leads and get your sales pitch drafted as per it. Inclusion of Images and Videos With just walls and walls of text, there is a high chance your future prospects from your Sales Cloud can get lost and close your sales pitch halfway through. Is that what you were anticipating? So to add some spice to it, images, and videos come to the rescue. With the right and appropriate images, your pitch will automatically get converted into a digestible chunk of information making it more consumable. With automatic document generation, everything is a breeze now on Salesforce. Brand consistency is achieved Your sales pitch acts as the welcome door to your product. Being the front face, it is very much needed to have your company elements represented in the right way. Brands are not built overnight. With a consistent style, it is constructed with each resource you put out there. By document automation, there is zero chance that the placement of your logo or the regular fonts/colors used can go wrong. Only consistent representation can catch the attention of a sensible audience. One-click Document Generation Finally, every aforementioned action can be executed with a mere click. The ease and contentment you’ll experience will be tremendous. Thanks to automation, your sales pitch will be ready within minutes. Time saved, and you’ll have the ultimate sales pitch of the year. No innovation can surpass this efficiency. Too many reasons to switch to automated document generation right? But now the hunt for it begins. When you choose an application to automate your document, it will be very much easier if you have
XfilesPro DocuPrime: Your Auto Salesforce Doc Gen Expert
If you are looking for the perfect and productive boosting application for getting your Salesforce documents drafted, then you will have to read through this whole blog for your flawless fix because typing out the same document over and over is just cruel and unusual punishment! Salesforce is the #1 CRM in the world that provides you with a one-stop solution for managing your Sales, customer service, and marketing efforts in one place. All the Salesforce Admins know the pain of maintaining the configuration, customization, and all the processes within the Salesforce org. You are pondering over the problem and we are giving you the solution, the problem being manual document generation in Salesforce. If you’re seeking the ideal and efficient enhancement application for creating your Salesforce documents, then this entire blog is a must-read for the perfect solution. The repetitive task of typing the same document repeatedly is unduly harsh! With XfilesPro DocuPrime, an outstanding Salesforce automation tool, document automation becomes seamless. Say goodbye to the tediousness of manual document generation, significantly boosting Salesforce document productivity. This innovative tool, XfilesPro DocuPrime, comes with exceptional features designed to streamline Salesforce document creation, making it a crucial element of Salesforce document management and integration. This blog is a cure chronicle for you to overcome your grief on all the hours you spent drafting them. It is time to wave that goodbye forever. We are introducing you to the six superpowers you get in the process of auto salesforce doc gen. Also Read: Top Five Ways How Auto Document Generation in Salesforce Unfolds Magical Benefits for Your Business No Code Solution It’s not a given that every Salesforce user possesses a technical acumen. As each day advances, the process of document generation becomes more time-sensitive, making coding and manual document creation a distant task. However, with a Salesforce document automation tool, the complexity of document generation is alleviated. All that’s required is a seamless setup of the tool, allowing users to effortlessly engage in the document generation process. Customized Template Creation/Existing Template Import Each document has a unique purpose, requiring tailored aesthetics. Over the years, your organization likely developed specific templates through manual effort. Our application, XfilesPro DocuPrime, respects your established workflow. This automated Salesforce document generation tool facilitates personalized template creation for ongoing needs. It seamlessly integrates with Salesforce, enhancing document management and productivity. Importing existing templates for efficient auto-drafting is also an option. DocuPrime’s features further enhance this Salesforce automation tool’s efficiency and precision. Supports Multiple Doc Type Not all documents are confined to a Word format. There are instances where a financial audit report is more compelling in an Excel sheet, or a comprehensive customer statistics report grabs attention when presented in the form of a PowerPoint presentation. This advantage is precisely what you gain when utilizing XfilesPro DocuPrime, a robust Salesforce automation tool. It effortlessly supports various popular formats including PDF, Word, Excel, and PPT, streamlining the process of document creation through seamless document automation in the Salesforce environment. Template Access Control When it comes to SMB businesses, collaboration is always given a lot of importance. Automatic document generation will help them eradicate the need for manual data input and mitigate the risk of siloed information. If you are using XfilesPro DocuPrime, then you need not worry about who has access to your files. You retain absolute ownership, dictating precisely who possesses viewing and editing privileges. In this way, one need not worry about the inadvertent information disclosure that the companies have to face. The sophistication of this Auto Salesforce Doc Gen Expert is truly unparalleled, wouldn’t you agree? Want to go through a real-time use case on automatic document generation in Salesforce? Click here to get the insights. Custom Note Addition If you wish to add some specific notes while generating documents, you can get them attached and decide on where the notes need to appear in the file. This is a very thoughtful move to enhance auto Salesforce Doc Gen in today’s times. E-Signature Attachment Attesting documents by higher officials is the most high-end task while drafting a document. The document drafting will only be completed with this process. This is a very strenuous process. But when you are drafting a document with an auto Salesforce doc Gen Expert like XfilesPro DocuPrime, every procedure is smooth sailing. XilesPro DocuPrime supports all popular e-sign forms for you to have included in your draft. If you are looking for the application of automatic document creation in Salesforce, then this datasheet is going to help you. Wrapping Up XfilesPro DocuPrime presents an aesthetically pleasing panorama for those fatigued by manual document drafting. This expert in auto Salesforce document generation is akin to a breath of fresh air, elevating your productivity to new heights. Balancing both the intricate processes of document generation and document management can indeed be a formidable task. However, we present a streamlined solution for these challenges. Through a unified login UI, we seamlessly address these concerns. Allow us to introduce XfilesPro DocuPrime—a comprehensive document management application meticulously designed for Salesforce. This application not only automates your document generation but also facilitates effortless management, seamlessly integrating with your preferred external storage. With a wealth of promising features, bidding farewell to a cluttered Salesforce org is now a reality. The pro of organizing and managing is what we are giving you through this application. We gave you the reasons to come to us. Now it is your turn to take the decision. Meanwhile, feel free to schedule a free demo with our product experts for a better perspective. AMARLAL
Elevate Your Document Generation Game with Our Cutting-Edge Salesforce Native Document Generation App
Lily is the Admin of an HRM department in a large firm. Life is not easy for Lily. With a clear set of duties and operations alongside the overwhelming creation of documents for several needs, work-life balance is out of the question for her. Since the admin of an HRM, document generation for Salesforce is very much integrated with her work profile. There is no escape from this. On an ordinary Tuesday, Lily returned to work after a week-long vacation. Despite still being in a vacation mindset, she approached her workday with a positive attitude. Greeting her coworkers, she sat down at her desk and opened her laptop, only to find her email flooded with a task: creating documents for the five recently hired employees selected the previous week. The documents needed to include their roles, responsibilities, and the organization’s code of conduct, all to be sent with their offer letters by the end of the day. Additionally, Lily had three scheduled meetings with the organization’s higher-ups to discuss upcoming policy changes, information crucial for creating revised policy documents in the near future. Lily is now panicking. She cannot have any more excuses and it is better she kickstarts her work right away. It is impossible for her to finish these tasks on time. But otherwise, she will have to face a fair share of consequences. Allysa, an HR executive, notices this and comes up to Lily. Allysa: Hey Lily, I hope you had a spectacular vacation. But why do you look so worried? Lily: I had a wholesome week Allysa. But with the pending works that have been piled up for today being the deadline, all the stress that I left at Hawai, came back to me in just 5 minutes of time span opening my mail. Allysa: Is the workload that bad? Lily: Very bad. I am supposed to prepare at least 8-9 documents alongside 3 meetings where each will last an hour at the bare minimum. Allysa: I do not know about the meeting part, but I have the best solution for you to finish up all your document generation by EOD. Lily: Don’t tell me that you are going to ask an intern to do it. These are very important documents. Allysa: Oh ho Lily. You are not aware of any of the latest market trends, right? Lily: What do you mean? Allysa: I am talking about XflesPro DocuPrime in Salesforce. It is a Salesforce Native document generation and also the biggest hotspot for getting your documents created automatically. Want to go through a real-time success story on automatic document generation in Salesforce? Click here to get the insights. Lily: I remember hearing that it was the best for people like us working in Salesforce. Our HR Org would be very much grateful if we could get access to such an app. Allysa: Then what are you waiting for? Go and get the app right away. Lily: It’s not Allysa. Nothing is as perfect as it sounds to be. I had tried several document automation apps before. It comes with its own limitations. I gave up on this try a long time ago. Allysa: Alright then. What are your specifications? I bet we can find a solution with everything in XfilesPro DocuPrime that is Salesforce Native Document Generation. Lily: My role involves crafting diverse documents for various departments, each requiring its unique template. It’s essential to adhere to this basic standard of differentiation. Unfortunately, I’ve noticed that many other applications offer a limited selection of only 5 to 8 templates at most, which can be quite limiting and frustrating. Allysa: Is that your worry? XfilesPro DocuPrime has many templates. And even if that is not enough, you can customize your own templates and make a new one. Also, there is an option for template import that can help you with your documents. Lily: That is cool. Another problem I encounter is that sometimes I need my document to be in PDF, PPT, or word doc. Also, I need these documents by EOD. There are at least 8 documents for me at the beginning of the day. I have no idea how much will turn out to be by EOD. How to tackle these problems? Allysa: XflesPro DocuPrime’s multiple document type supports all popular formats. You do not need to worry about this. And XfilesPro DocuPrime works at a fast-paced speed and all your documents will be generated with just one click. I think that will give you enough time to document maybe another 15 documents by EOD. Want to know how we helped a US Machinery Manufacturing company burst the bubble of manual document creation? Then click here Lily: That is fantastic. After creating a document, always getting it attested by superiors is very important. That is another concern. Allysa: XfilesPro DocuPrime facilitates e-signature attachments with customization of font styles to suit your preferences. Additionally, it offers features such as bulk document generation, designing personalized business flows, creating templates with diverse font styles, incorporating images and logos, determining section visibility, and defining section sequences, among other functionalities. XfilesPro DocuPrime guarantees meticulous capture of all essential details by carefully extracting the required documents from Salesforce objects. It holds the top position as the leading Salesforce Native Document Generation application on AppExchange, and for good reason. There is no chance XfilesPro DocuPrime will miss any details because all the necessary documents from the needed salesforce object will be carefully taken. It is the #1 Salesforce Native Document Generation application you find on AppExchange for a reason. Lily: XfilesPro DocuPrime in Salesforce is a real-lifesaver Allysa. I am going to get the app and better head to complete my work. Thanks, Allysa. Allysa: Just a Thanks? You owe me one girl. Lily: Yes My Lady. Your wish is my command. Let’s catch up after work. Lily finished her tasks an hour ahead of schedule and decided to celebrate with her coworker Allysa, all thanks to the efficiency of XfilesPro document
Why Manual Document Generation in Salesforce is a Big Challenge?
In business, we come across several critical and sensitive documents that are being created for several verticals. With the lawsuits and protocols getting tighter each day, documentation has now become more of an obligation. Hence business users have a busy time creating documents for each operation undertaken in the verticals. Hence to power up your Salesforce experience in your business, document generation plays a major role in streamlining the process. When it comes to having your sales decks, business proposals, sales pitches and several other documents to be automated, that is when you realize the use of automated document generation. To create highly manual content for your business that is using Salesforce as its CRM, with each business operation being highly data-driven, it is sometimes very much necessary to have a no-code document generation application to perform the data retrieval process from several Salesforce objects. Manual document creation just increases the time to value alongside presenting several other concerns such as wasted time, data silos, human errors, non-compliance, and so on. If you are looking for a detailed understanding of automatic document creation in Salesforce, then this datasheet is going to help you. By creating several documents manually, the chance of getting things muddled is a common thing. If you look closely at your Salesforce org, you will understand how the data is scattered in several Salesforce objects. Getting your data from each object and then putting it into your required templates is going to be an error-prone and time-consuming job. For starters that itself is one of the most detested challenges. Apart from that, there are several other challenges that are associated with manual document generation as below: The cumulation of important information There will be times when you are juggling multiple documents to create. Given this time-squandering process, each document will have a different set of requirements to convey different messages. In any case, the facts and figures to be represented will be presented in different fields of Salesforce records. Hence there are high chances you miss out on relevant data. As mentioned earlier, data scattered over several Salesforce objects is the major issue for this concern. Pro tip: XfilesPro DocuPrime, the most preferred auto document generation application for Salesforce facilitates collecting data from different fields and appropriately includes it in the document as per the requirements. It not only fetches the data but also populates them into your desired document template like a breeze. Say goodbye to Ctrl + C and Ctrl + V as you can stay in your system of record of your Salesforce and continue with your document automation. Success story here: BloomWealth, A Leading Tax and Financial Advisor Based In Sydney, Sought The Help Of XfilesPro DocuPrime To Automate Their Documents In Salesforce. The never-ending proofreading and editing With manual document creation, it is very difficult to convince oneself of a perfect write-up. Each time, proofreading and editing will help you unmask a new error and correct it. With several editing and proofreading, the document might sometimes fail to deliver the message it was intended to. How sad would that be? That Salesforce admin would have literally spent several hours working on the document which should have been passed on to the lead. And the number of times you proofread goes on and on. Maybe that dollar sign was missing from your invoice or the date had gone wrong. Even a small glitch can land you into a parallel universe of losing leads in the snap of a finger. Pro tip: For the pain of multiple proofreading and editing, XfilesPro DocuPrime is the best option for Salesforce users to have their documents generated automatically. Accuracy is the top-notch USP of this automatic document generator and hence once they are generated automatically, they are error-free, with zero human intervention needed. Security Business documents are all about sensitive information and confidential data. With the manual creation of data, you never know how many people have established access to it. You will need help tracking the number of users who have the data too. Hence this is one of the most significant drawbacks of manual documentation. And your business data contains confidential data that will be regarding prices, financial figures, sales results, etc This should not be accessed or fall into the wrong hands. This is where security is going to be a big challenge while you are manually drafting your documents. Pro Tip: Business documents are considered confidential for a reason. Hence the security of these is very important. XfilesPro DocuPrime always gives the owner the full authority to decide on the visibility and the sequence of the sections & also has an access control feature to limit document access. And also since the documents are created within the Salesforce CRM, there is no fear of any external threats. Time-consuming process Document creation is a process that needs to be done by taking into consideration all the necessary details. Hence it will take a lot of time to finish each document if chosen to be created manually. Also filling up the right data at the assigned place is going from the Salesforce objects is going to be another challenge. If demanded to create several documents in one go, then it is going to be a liability rather than a challenge. Pro Tip: Document automation is the only solution for this trouble. XfilesPro DocuPrime is helping several workforces by enhancing their productivity. With XfilesPro DocuPrime taking over the task of document generation, bulk document generation can take place in a single click. Compromised Accuracy When documents are created on a manual basis, there will be mistakes that cannot be avoided. This is a human tendency. Multiple edits will have to be undertaken if going through the traditional document generation. If they are not created with utmost concentration, there is a high chance it will lead to severe escalations. This is the last thing you want to hear when you are drafting a document. Pro Tip:
WEBINAR RECAP: One-Click Document Generation in Salesforce & Auto-Storage in an External System: The Big Surprise Unveiled
We did it for you! We hosted yet another webinar session that gave us a feather in the cap! It takes us immense pleasure to let you know that XfilesPro’s latest webinar held on 6th July 2022 on ‘One-Click Document Generation in Salesforce & Auto-Storage in an External Sysytem’ became an outstanding turnout. We hosted many people who joined us live from all over the world! We’ve been blown away by the participants’ overpowering response and we thank everyone from the bottom of our hearts for their valuable presence in our live event that marked our big success. If you haven’t attended the webinar because of any restraints and now FOMO gets a hold of you, we dedicate this blog to you. Here’s a quick tour of all the occurrences that took place in the insightful session that can give you a high-level picture of something you missed out on! XfilesPro – The Next-Gen File Management Application for Salesforce For us, no way is better than beginning with XfilesPro! Priyadarshi Sahu, one of our speakers, set the webinar in motion by recounting an intelligent approach toward file management automation in Salesforce, which is nothing but the implementation of XfilesPro. He dived deep into the five-star-rated AppExchange application’s expertise to migrate massive files from Salesforce to any external system (OneDrive, SharePoint, Google Drive, Amazon S3, etc.) of the user’s choice with just a click, at lightning speed. With his exposition of ‘Auto File Export,’ an important functionality and calling card of XfilesPro, the joiners got a deeper understanding of how the product can make their life easier and more productive. As the audience got more excited to learn further, Priyadarshi expounded on various other features of XfilesPro, including file collaboration, external file integration, folder management, and file preview — which made the attendees bounce off the walls. Now came about the most exciting part of Priyadarshi’s session — What’s New with XfilesPro? Indeed, this was something many guests seriously looked forward to as they are using XfilesPro and are thrilled to explore more capabilities of it. Below are the two recent updations in XfilesPro that Priyadarshi kept in store for everyone: Tagging for SharePoint: A feature that allows users to save tags against files on the file system as well as in SharePoint Document Libraries to describe what the content contains and what it does. File Sync in Google Drive: An intelligent yet easy option to map the users’ existing files in Google Drive or in their on-premise storage system that can also preview in Salesforce. With all that said, Priyadarshi concluded his session by demonstrating a bird’s eye view of XfilesPro in terms of numbers, which shed light on some interesting facts about the leading app and its dominance in the industry. Announcing DocuPrime – The Next Big Thing Now the time has reached to make the big announcement all were excitedly waiting for! To blow the gaff, Sutirtha Roy, the Senior Consultant – CEPTES SOFTWARE, took the stage and unveiled DocuPrime, our latest native AppExchange application to automatically generate documents in Salesforce. Sutirtha explained at length how DocuPrime can open door to automation and how easily it eliminates manual efforts and time required to create error-free documents. Indeed, the announcement of DocuPrime during the webinar knocked down the audience with a feather. As the discussion progressed, we got the audience’s pulse, which made us excited to reveal more about this new product from the house of CEPTES. Sutirtha delivered an insightful take on the next-gen capabilities of DocuPrime (other than automated document generation) including unlimited versioning of templates, document preview, workflow & lightning flow, and eSignature. Altogether, Sutirtha’s take clearly showed what all capabilities can make DocuPrime stand out from the pack! How XfilesPro & DocuPrime Go Hand in Hand —The Twin Power Now that everyone understood that DocuPrime had something to do with XfilesPro as the former enables document generation in Salesforce and the latter allows its auto storage in an external system. This was just what we wanted to offer through our novel concept named ‘The Twin Power’ or ‘The Power of Two’ — a powerful association between DocuPrime and XfilesPro that can use across different functions of an enterprise. Taking the concept to the next level, Sutirtha gave a live demo of the whole process — from generating a document in Salesforce to storing it in an external system — all with just a few clicks. It’s Time to Wrap Up! As Sutirtha winded up his session, there were plenty of questions poured into us from the attendees’ side! Our speakers answered a few of them in the final Q&A session and left the others with a promise that we would get back to them via email. And, that’s it! Our much-awaited webinar buttoned up on a high note. If you want to see the slide-by-slide presentation of the complete webinar, do check it out here! Else, if you prefer to watch the recorded version of the webinar, we’ve got that also for you. Watch it here now! Don’t forget to share this blog and stay tuned for more exciting updates to level up your Salesforce journey! AMARLAL
LIVE WEBINAR: One-Click Document Generation in Salesforce with Auto Store in Your Preferred Storage: A Very Big Announcement to Make!
It’s yet another cheery morning at work. You are full of beans to kick start the day by ticking off the tasks assigned to you. Your system is powering up. You are scrolling through emails, checking the calendar, responding to messages… Now arrives the high-important email from the manager saying that your organization has decided to hand pick 20 MBA grads through campus hire, who your team already interviewed. The leadership team wants to send over an urgent email communication to the candidates by appreciating their outstanding performance during the hiring process and releasing offer letters to all of them. As a solo HR executive who takes care of the talent acquisition department, it’s you who needs to roll up the sleeves to create all mentioned documents. And, to round out the entire task, you have a day time — and only that. You have the data about all candidates, their roles, joining dates, CTCs, etc. on the Salesforce system. But garnering them to create a large number of documents with varied customization for all candidates means that you are going to juggle multiple balls in the air. You see yourself heading on to a tedious, nerve-wracking task that also leaves room for errors if done and dusted in a single day. Now you get a shiver down your spine! Hey there, stop visualizing the scenario. This story is one just example of how document generation sounds arduous for the Human Resource sector. There are plenty of industries and multiple business domains including Sales, Finance, Marketing, and Real Estate, which also deal with this Gordian knot. Generating multiple documents on a daily basis using data stored on the Salesforce can make your life difficult, we know it first-hand. But wait..we got something to tell you. After having identified that easy document generation is the need of the hour for many Salesforce users, we decided to lend you a hand. At CEPTES, we pored over the context and discovered all essential deets that can come in handy while you make a multitude of documents. And, we will meet you all in our upcoming webinar to throw light on the same. In the webinar that is all set to go live on 6th July 2022 at 11:00 AM EST, our key speakers will expound to you on a modern way to generate documents within the Salesforce app in a single click. They will walk you through the finest and most innovative ways where automation is used to drive a hassle-free document creation process and how to store them in any external storage (SharePoint, OneDrive, S3, Google Drive, AWS S3) of your choice. Trust us, this approach will discard all your tensions upon template building, content customization, error creation, and a lot more aspects. To add more value, our speakers will also showcase a live demo of how we have made document generation seamless in Salesforce, which would blow your mind away. And, there’s a big surprise and announcement for you! And, we’re not done. There are many more things in store for you including a detailed explanation of how XfilesPro has revolutionized the Salesforce file management system with its best-in-class capabilities. So, make sure your presence in the webinar. What Can You Expect? The Power of Document Generation & External Storage Integration LIVE DEMO – How to do it The Surprise Package: Document Generation Salesforce File Management with XfilesPro The New XfilesPro Functionalities So, Book Your Seat Now See you in the webinar! AMARLAL
