A popular manufacturing company, our customer has been generating 600+ documents for their internal and external operations, which was a tedious, time-consuming process that claimed the productive hours of workers. So, they wanted to automate the end-to-end document generation process to eliminate the human efforts behind this. They looked for a solution that could obtain data from multiple Salesforce Objects and create documents by using their own templates. Apart from this, the customer also wanted to achieve many more requirements such as restricted access to documents and e-sign.

After vetted industry analysis, the manufacturing company ended up choosing XfilesPro DocuPrime for their document generation needs in Salesforce.