We’re modern humans who don’t prefer spending time on manual work and expect fast-paced automation in everything.
If you use Salesforce and create documents externally using data from the CRM application, this situation might resonate with you. From collecting data from specific records and bringing it out of the Salesforce system to creating the documents from somewhere else, you absolutely know it takes a huge time sink. If you are using the Sales Cloud, then even better. We all know that Salesforce Sales Cloud is a strong product as it has been a consistent market leader. Over recent years, the capabilities of Sales Cloud have significantly broadened, encompassing a vast array of features and numerous supplementary components tailored to fulfill the diverse requirements of sales teams.
But your time isn’t worth spending on such activities that could have been automated.
Today, we’re discussing the immense potential an auto-document generator integrated into your Salesforce application can unlock for your business. The focus is on explaining the reasons why your business should consider implementing an auto-document creation application in Salesforce.
If you are more curious about the applications of automatic document, then click and get to know more facts reading this datasheet is highly recommended.
Without further ado, let’s start!
Salesforce Auto Doc Generation App: An Absolute Life Saver
Picture this scenario.
You got a product inquiry from a lead. Obviously, you need to send them quotes, proposals, contracts, etc. But those documents are getting created exactly in your desired way without your efforts.
How would it be? Your life would be 10x easier, right?
This is exactly what an auto document generator in Salesforce means to serve.
An automated doc gen application within Salesforce eradicates the need for manual document creation by seamlessly executing the entire process using Salesforce automation. The advantageous aspect is that you can maintain the quality, standards, and specifications of your documents without any compromises. Your documents will be generated according to your business preferences.
In a nutshell, having an auto-document generation app in Salesforce will contribute to nothing less than a streamlined workflow for your modern business demands.
Want to know how we helped a US Machinery Manufacturing company burst the bubble of manual document creation? Then click here to go through this case study.
Now, what are the potential benefits that such an application brings? Let’s look at one-by-one.
- Power of Automation: A document creation app helps you take a big step toward your mission to 100% automation by automating your end-to-end document generation process and lets your teams achieve peace of mind.
- Increased Productivity: By removing the necessity for manual document creation, automation allows your employees to concentrate on their priorities and activities they find fulfilling.
- High Speed: The auto-document generation app eliminates the need for manual data copy-and-paste from Salesforce to your document, resulting in a faster process and time savings.
- Zero Errors: As you don’t copy and paste the data manually to your document, it also ensures a strong possibility for an error-free document, which your customer or teams would love to receive.
- Absolute Security: Given that a document creation application operates within Salesforce, it ensures that your data and documents remain within the CRM application, providing a guarantee that they are not transferred or exposed on external platforms.
- Consistent Branding: Having the ability to use a standard template that an auto-document creation app provides in Salesforce, you won’t harm the layout, logo usage, grammar, etc. in a document that your marketing team really cares about.
- End-User Empowerment: With the integration of an auto-document generator in their Salesforce Org, Salesforce admins are no longer reliant on colleagues or external team members to create documents for them.
Now that you grasp the simplification an auto-document creation app can bring to your tasks within Salesforce, are you eager to explore this advanced solution? If so, we’re excited to present XfilesPro DocuPrime, the highly recommended application that you should definitely try out.
XfilesPro DocuPrime is a robust application for automatic document generation seamlessly integrated within Salesforce. It empowers users to effortlessly create a wide range of documents in various types, formats, sizes, and quantities directly within the CRM with a simple click. Beyond this, it offers additional features like eSign support, importing templates, personalized template design, and efficient bulk document creation, elevating your document generation process to a higher standard.
Reading this brief overview, are you thrilled to learn more about our app? And want to know how XfilesPro DocuPrime will be a right fit for your business?