Why Do You Need an Auto Document Creation App in Salesforce?
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. Also, Read: How Can Automated Document Generation in Salesforce Improve Business Revenue? 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? Schedule a Demo Now! AMARLAL
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 Auto Document Generation in Salesforce is Important? Top 5 Benefits
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. AMARLAL
Can a Salesforce Document Generation App Really Change a Salesforce Admin’s Life?
Hey, Salesforce workforce, picture this: With that much stress on your shoulder, you are sleighing of hand multiple balls to finish all tasks on the dot. Suddenly, there comes an important communication from your team lead, asking you to create seven quotes and four proposals before the end of the day. How bad can your day turn out to be? To create the documents, you need to manually obtain and copy data from different Salesforce objects, garner it outside of Salesforce, and then build the files. Still, it doesn’t end. Finally, you have to go back to the Salesforce environment to store the generated files. Though there is Salesforce to improve your sales and revenue of the organization, how to move the sales cycle if a sales rep is not able to create documents on time? Assume how much time you would need for all these tasks. Hours and hours, right? If the above scenario resonates with your daily life — if you’re from the Salesforce fraternity who spends productive hours daily building documents, it’s time to embrace the change. When it comes to creating quotes and proposals, you don’t need to look back. Salesforce facilitates the linking of data and discussions to drive actions, streamlines routine tasks within the workforce through automation, and integrates essential systems to uncover fresh avenues for enhanced sales performance. Even though you have made your mark in suitable customer finding and cordial relationships with customers, generating documents expeditiously is still a challenge. What’s that change? It’s auto document generation in Salesforce! Why do You need to Embrace Auto Document Generation in Salesforce? Because you don’t need to go anywhere else to create documents — from pulling data from multiple objects to building the template to storing the documents, all steps can be done within Salesforce automatically. Expanding a bit, with an auto document generation app for Salesforce, you’re adopting a cloud-based, automatic service that lets you build documents of all types and sizes by uploading your own templates to Salesforce or by building one within the platform. Moreover, upon the successful implementation of a Salesforce document generation application within the Salesforce org, it will play a pivotal role in enhancing the efficiency of admins. This robust tool streamlines the document generation process, making it simpler and more seamless for administrators to create documents on a daily basis, thus optimizing workflow and productivity. Looking for a real use case on how document generation worked for a US Machinery Manufacturing Company, then click here Four Ways an Auto Document Generation App Will Benefit a Daily Salesforce User Let’s look at some advantages that a Salesforce document generator can unleash for you and your business. High Speed & Accuracy You can put a lid on the unfruitful hours and mistakes that manual data obtaining and copying can cause for your document generation process! With your Salesforce data scattered over several Salesforce objects, a Salesforce document generator pulls the necessary data from specific objects automatically at lightning speed. So that you can rest assured about the accuracy of the information and the quick time it takes to create the documents. In one click your document is ready to be served. Less time building documents = More time closing deals Strong Data Compliance If your business adheres to particular regulations and verifications, you can effectively reinforce them by utilizing an intelligent document generation application. This process promotes data compliance, granting you the authority to determine document accessibility within your Salesforce platform. Additionally, you can rest assured that your data and documents remain securely within the Salesforce environment, as the entire document generation process occurs in the cloud. Get insights by going through this on-demand webinar to get to know more about creating and e-signing documents within Salesforce by clicking here. 100% Data Security Your data is undeniably safe as it’s residing in Salesforce and processed within the platform during document creation. Neither an unauthorized person can access the documents nor the files will make accidental falls on unnecessary systems — it’s that safe. In simpler terms, a Salesforce document generator offers enhanced security measures to mitigate the potential data risks associated with producing numerous documents across various systems by different users, ensuring a secure document generation process within the Salesforce environment. Also, the new feature of improved public share functionality includes password protection and link expiration for further accessibility of your data. Data never leaves the platform The Road to Automation Bid farewell to the onerous and time-consuming process of manual document generation. Embrace the transformative power of a Salesforce document generator to revolutionize your daily document creation tasks and embark on a journey toward achieving full automation. Salesforce provides the ideal platform to kickstart this automation journey, ensuring efficiency, accuracy, and unparalleled convenience in your document generation processes. Say hello to a future where manual document generation becomes a thing of the past, and productivity reaches new heights. Invest in the Right Auto Document Generation App that Your Business Needs Given the plentitude of Salesforce document generation apps, teasing out the appropriate software for your business is a tough call. So, we welcome you to explore XfilesPro DocuPrime, our superior and native document generation app for Salesforce to find out how our next-gen application can streamline your document generation process. XfilesPro DocuPrime comprises all essential features including e-sign and template creation/export that you are absolutely looking forward to in an auto document generation app. You can generate error-free documents of any size, format, and quantity within Salesforce with zero involvement required. Also read: XfilesPro DocuPrime: Your Auto Salesforce Doc Gen Expert XfilesPro also has a file management application alongside document generation. Once you have generated your documents on XfilesPro DocuPrime, you don’t need to go looking around for any third-party applications to manage these files. XfilesPro’s document management will take care of the rest. This is about our product in a nutshell. Schedule a demo with one of our product experts to dig deeper into the
How XfilesPro Helps You Create Sales Contracts Automatically within Salesforce
Document generation or document automation is one of the most important aspects of any business using Salesforce as its CRM as it acts as the best form of credibility for any operation that happens in an organization. Your data is recorded, collated, stored, shared, and even signed electronically. Running an organization or a company can help you relate to it. There are several contexts of document generation such as the closing of each deal, appointing a new employee, collaborating with a new partner, new contracts, thank you notes, daily-monthly-yearly reports of different departments, relieving an employee, analyzing each month’s business market, and many more. Each day having to record documentation for several important matters, results in a bottleneck. This requires the help of dynamic document generation in Salesforce One of the departments that makes the most use of documents is the sales department. The sales funnel is a journey of several documents such as sales decks, sales pitches, business proposals, and so on. The list keeps going on and on. Not only that but it also turbocharges your productivity. Even though you are a Salesforce newbie or a seasoned pro, manually creating your sales documents by merging data from several Salesforce objects is a big challenge. Sales contracts are one of the most crucial and important documents for the sales department. These are the most data-driven documents that stand as a testament to the relationship between the buyer and the sender. But how does a document builder for Salesforce help in an easy and efficient contract document in Salesforce? Full-scale Contract Automation The main and foremost reason you opted for document automation is self-explanatory. It provides you with the convenience you never even wished for. With a smart CRM document generator, it just a single click your whole document will be generated automatically in a matter of minutes. Contracts are a compulsion and apparatizing an automated contract generator will facelift your sales needs better. Superlative Contract Devoid of Errors A contract is not the document wherein you say, “Oh, that was a small mistake” or “I will correct that right away”. A sales contract embodies the details regarding the exchange, the terms of sale, clear product or service descriptions, and more. It should not leave even a tiny bit of skepticism between the two parties. The most rudimentary quality that a contract should dominate is that it should be unerring. It is one of those documents that are passed on between parties after legal assistance. Hence automated document delivery in Salesforce comes with the competence of zero errors. Try creating even batches of contracts in Salesforce for your business. You will never need to look back at it even once. Everything is going to be intact. Advance Contract Processing with E-signature Implementation When you are curating a contract, it will likely entail attaching a sign for validation—wondering how you do it when your document is generated automatically. When you are seeking a complete digital transformation, even this sensitive issue has a solution. Opt for a document generator for Salesforce that bolsters up the popular third e-sign formats so that you can incorporate your e-sign digitally. Also, go through this webinar for more insights about the same. Top-tier Data Compliance Go for a document generation application that adheres to the Salesforce data compliance policy. It concentrates on who accesses the documents that are being generated in Salesforce. It makes sure that only authorized users are allowed to access and merge Salesforce or third-party documents. Your contract document is a private affair between you and the buyer. So better keep it confidential. Also, automated documents carry a better win at business presentations and meetings because of their carefully curated content. Hence it is very important as to who views it or has access to it. Interested in exploring a real-world use case of automated document creation within Salesforce? Click here to gain valuable insights. Elite Data Security Cybersecurity is at stake in a majority of cases. This has been one of the most sensitive risk elements that organizations and companies face on a daily basis. Take the assistance of a document generation tool for Salesforce that features to limit the data, the chances of vulnerabilities to other desktops or unrecognized users are quite a few. It’s nifty enough to place the documents in a single repository where the data delivery and permission are controlled. Also read: How Can Automated Document Generation In Salesforce Improve Business Revenue Consistent Marketing Plans Effectuating a good marketing plan is very important for your brand or company to keep up with the changing marketing trends. Proposing an idea in writing by giving it the same impact as the carried-on thought process is not an easy task but with a good automatic document generator for Salesforce, generating a document with content and visual richness in combination with customized designs templates, and several other choices is an easy-peasy task for you. It also facilitates modification from time to time as per the brand evolution. And just a single click, your sales contract will be generated with all the necessary brand elements it should suffice. Swift and Efficient in Action or Process At times you come under situations wherein you are to meet a potential client in an hour or meet a prospective partner for collaborations in the days to come. But what would you do when it comes to drafting a proposal or presenting a report? Fret no more. A document generator for Salesforce’s thunderbolt speed will get your documents generated in no time and will save you from all the troubles you would have to undergo if you chose to go through manual generation. So what say? I guess you are now pretty much on par with us for getting your documents generated automatically. Then XfilesPro DocuPrime is the best option for you. After much contemplation, we have tailored this product in such a way that it is well-suited for creating business documents of any sort
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:
Bursting the Common Myths Around Automatic Document Generation in Salesforce
Ryan had been waiting to close that deal for a very long time. And amidst a lot of other important works, this dream lead of his was looking for a business proposal that solely addressed the challenges for his business. But creating a sales deck would mean taking data from several Salesforce objects and manually updating it into your sales deck. That is a freaking 3-hour process. Henceforth, Ryan lost that client. – Based on a true story In today’s world, every action has to be documented. Sometimes, we fall under the impression that the world is driven by information. To some extent that is true. When running an enterprise or a small business with the Salesforce platform as your CRM, you stumble upon several actions that may be mainstream or sensational at every step. Whatever may be its degree, they are supposed to be documented. And each piece of the document stands for a different purpose. There are several challenges that a sales rep or a service agent faces when manually drafting a document from scratch. Are you going through these meticulous circumstances? Businesses of all stripes in Salesforce need this. The question of automating document generation in Salesforce has given rise to a lot of rumination. This blog will help you decode all your assumptions and better understand the importance of automatic Salesforce document generation. Want to go through a real-time use case on automatic document generation in Salesforce? Click here to get the insights. Myth 1: You have only limited template choices for the documents to be auto-generated Every document serves a different purpose and definitely, and they will have different formats, content, font, and many other factors. So, the process automation integration of XfilesPro DocuPrime into Salesforce provides templates by default and also the choice to have your desired templates through customization. This will provide you with an automatic assembly of engaging and personalized copies of your business quotes, proposals, and so on. With customizable page layouts, all your documents are created on autopilot and customized as per individual opportunity needs. Myth 2: Automatic Document Creation cannot generate incisive and complex documents. This is one of the substantial misconceptions that Salesforce users have been circulated through. Salesforce document creation can come in several forms. Sometimes they can be short, otherwise long as needed according to the purpose. But the consideration of whether it can generate complex documents is just a myth. With document generation’s wizard-driven powers, it can easily replace traditional macro and template-driven approach that was hard to construct and put the elements together. Also, it takes away the pain of proofreading your document. And there is no better example than XfilesPro DocuPrime to satisfy this need of yours. Also read: Why Do You Need An Auto Document Creation App In Salesforce? Myth 3: Proofreading is a must for automated Document Generation Be it whatever the document, when we draft it manually, proofreading is an insatiable task. You can keep proofreading it the whole day and still need to give it a rest. Will you have to do proofreading even for automatic Salesforce document generation? No, not at all. XfilesPro DocuPrime is one of the most accurate automation tools for Salesforce which will take away the pain of proofreading your document. Myth 4: To master document generation software, you will need special training and a significant amount of time Document creation in Salesforce is now very much developed and Salesforce Admins have their hands on the best automation tools when it comes to document creation. XfilesPro DocuPrime is a 100% native document generation tool for Salesforce that is easy to use & comes with a superior UI. The documents can be created as per the desired template with just the right input. You do not even need to leave your Salesforce CRM to create your documents. With a single click, the document is created from scratch. You can just let the pro of document generation which is XfilesPro DocuPrime create your document while you can sit back and enjoy. Your work personnel can easily have their documents generated without any prior training. Want to know how we helped a US Machinery Manufacturing company burst the bubble of manual document creation? Then click here Myth 5: Handwritten signatures are required on all documents This is one of the most believable myths. It might sound untrue but we are far from the times when we need a hand-signed signature to prove the authenticity of the documents. With XfilesPro DocuPrime, signing documents has become easy with any 3rd-party popular e-sign application. To speed up your process, you can just add a custom signing field to your Salesforce document wherein your third-party e-sign can do its work. Myth 6: Automation is prohibitively pricey for small organizations Imagine the horror of having several Salesforce admins or sales reps go through the trouble of having the documents drafted manually for each occasion. Comparatively, if you replace the time and energy invested by them with one of the best-automated tools for Salesforce, then the automation process will be error-free and also give your employees more productive hours. XfilesPro DocuPrime has a reasonable price in comparison with the document generation tools for Salesforce. Not only that but with the usage of our application, you can concentrate mutually on other important tasks which will result in a better return on investment. Myth 7: Since the document is generated automatically, the document can be accessed by anybody in the organization This myth is a hard nut to crack. When one generates a document in Salesforce, it makes sure that the accessibility to view that document also is in the hands of the person who creates the document. With
