The thumb rule of document generation – Complex document requirements are better off with a precise document automation application
Automated document generation is a vital part of document automation. This not only helps organizations to improve workflow efficiency but also saves time, reduces errors, and minimizes cost. Productivity boost is one of the most essential business goals that organizations aim for, and automating the document generation process is a key aspect.
Sales reps need to create multiple documents during different phases of a sales cycle. This includes proposals, quotes, contracts, NDAs, invoices, purchase orders, receipts, etc. The same goes with other multiple departments such as service, finance, legal, and human resources to perform their core job. Creating all the documents manually is not only time-consuming and error-prone, but it could also impact productivity. So automating document creation is always a smart approach.
What is Automated Document Generation in Salesforce?
Typically, automated document generation means the process of automating end-to-end document generation inside the Salesforce platform. This eliminates manual work & ensures consistency. Automated document creation allows employees to focus on their core job rather than spending time on complex documentation, unlocking opportunities to scale.
Most of the departments within an organization benefit from document automation, however sales, service, legal, real estate, financial, insurance, eCommerce, government agencies, healthcare, and human resources are the most favorable domains.
How to Automate Document Generation Process within Salesforce?
Automating document generation requires a robust & intelligent tool. For Salesforce, the doc gen application can be integrated with your org to start automating the document creation process.
There are a few things to consider while choosing the right solution to automate the document generation process in Salesforce.
Easy to configure & use
- Must be able to create documents of any type (Word, PDF, Excel, PPT, etc.) in any size
- Must be able to pull data smartly from multiple Salesforce objects to prepare the document
- Must be a single platform to create documents for any requirement (sales docs, service docs, reports, legal docs, financial docs, etc.)
- Must have adequate security features including access, visibility, and sharing
- Must be able to build documents in bulk
- Must offer highly customizable templates
5 Ways Automated Document Generation in Salesforce Can Do Wonders
In this blog, we have already emitted about how automating the document generation process can help a business. Let’s have a sneak peek of the top 5 key business benefits:
- Faster Document Generation
Creating documents using a document generation application is faster. Most of the applications offer templates to build documents in a breeze. Some of the advanced tools also offer highly customizable document templates & a template library to choose from, which users can use and build documents of their choice. XfilesPro DocuPrime can boost the document generation process for Salesforce customers with its customizable templates and intelligent routing capabilities in which data can be automatically pulled from different records from Salesforce. That means your document will be created in one click, in a minute.
- Easier Compliance
With an automated document generation process, businesses can adhere to compliance policies by maintaining the complete document generation process inside the CRM platform. Because your guidelines may not allow you to expose your data or document on external platforms or to the wrong people considering the security breaches associated with it. So, you can rest assured that you are not violating the compliance policies.
- Increased Productivity
Automating the document generation process is a 100% productivity booster for any business. As manual drafting, reviewing, proofreading, and approving take a lot of time, having all these sorted through an application is all that a business needs. As Automation eliminates errors, and fastens up the process, sales cycles can be shortened, service processes can be optimized, and reports can be generated faster and all these contribute towards significantly increased productivity.
- Drive Higher Consistency
One of the biggest benefits of using a document generator for Salesforce is that it offers highly standardized documents across departments. This drives a superior level of consistency & branding. Consistency streams across fonts, colors, logos, notes, templates, etc, which your marketing team insists on.
- Zero-error Documents
Since document automation keeps employees away from manually cutting and pasting data from one document to another, there won’t be any chance of mistakes in documents — and people love that. Moreover, the error-free documents reinforce your customers’ trust in the brand, enhancing your reputation among them.
Automate Document Generation in Salesforce With XfilesPro DocuPrime
XfilesPro offers a native document generation application for Salesforce that can help you create documents of any type & size within your CRM. From data fetching from multiple objects to generating documents and sending them for approval and eSign, XfilesPro DocuPrime automates the entire process from beginning to end, 100% natively within Salesforce.
Want to learn how XfilesPro DocuPrime can be the right solution for your document creation requirement in Salesforce? Connect with one of our experts to learn more.
