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Integration Of Salesforce Document Generation Tool With An ESignature Solution App

Category :
Salesforce Document Generation

Team Docs Made Easy

Published on April 9, 2024

Docs Made Easy now supports collecting signatures on documents, marking a significant milestone in the journey toward enhanced efficiency and streamlined processes for enterprises worldwide. Integrating Sign Made Easy and Docs Made Easy within the Salesforce environment signifies a pivotal step forward in embracing digital transformation and leveraging innovative solutions to propel businesses toward success.

Using the combination of Digital signature in Salesforce accompanied by a document generation tool we offer an all-out solution for businesses to accelerate the work rate without even getting aggravated. Let us discuss the different facets that make the fusion of these powers, the unprecedented one, into a more explicit nature. Digital signatures, as a form of automated tools, can improve processes and boost efficiency.

Why this integration is crucial?

Digital signatures have been marked as a major factor for expense optimization where businesses’ costs related to document management and the subsequent processes are decreased by at least 80%.

Comprehensive research from Finances Online analysis proves the eSignature revolution already happening in many businesses. The finding is that digital signatures Salesforce connected app technology wins in terms of speed and efficiency is unbeatable through the use of statistical evidence. Besides, it has been noted that electronic signatures have been contributing to the reduction of scanning errors by as much as 92% which tends to lower the risk of errors in the procedure of document processing.

About Sign Made Easy eSignature solution for Salesforce and Docs Made Easy, document generation tool

Sign Made Easy, another remarkable product by HIC Global Solutions simplifies the process of obtaining electronic signatures within Salesforce. With its user-friendly interface and seamless integration, users can securely sign documents from any device, eliminating the need for cumbersome manual processes.

On the other hand, Docs Made Easy provides a platform for effortless document creation within Salesforce. By leveraging Salesforce data, users can create visually appealing documents in multiple formats, minimizing errors and improving operational efficiency.

Types of documents supported within Salesforce

The Salesforce document integration with the eSignature solution for Salesforce offers robust support for a wide range of documents, ensuring versatility and flexibility in document management. Here are the key types of documents supported:

1. Contracts And Agreements

With it, you can quickly create documents as contracts for sale, partnership agreements, or service level agreements turning a cumbersome process into an easy and simple solution.

2. Invoices And Financial Reports

Financial document management could be complex involving things such as invoicing customers for services and preparing various statements for stakeholders. Integration reduces the likelihood of mistakes and makes the whole process somewhat simple and quick.

3. Service Orders And Work Orders

Technician’s experience just went into an entirely different level of comfort with the integration of service order management that simplifies the service process and improves operational efficiency.

4. Proposals And Quotes

Whether the deal involves the delivery of a proposal with a specific client or sending out competitive offers to prospects, the integration promotes the sales process and shortens the cycle to finish a deal.

5. Legal Documents And Compliance Forms:

You can create legal contracts, register for government standards, and manage compliance documents with ease through this integration, and also track and manage all legal processes from one place.

An integrated approach of Sign Made Easy has Docs Made Easy that can be used for different purposes which include contracts, invoices, service orders, proposals, and legal documents. Through the provision of multiple document services, the integration of this feature enables users to simplify document workflow and ensure higher efficiency in document management across all spheres of company operations.


Benefits of integration of Salesforce document generation tool with an eSignature solution

1. Increased Productivity And Effectiveness

Connected document workflows can markedly increase output and quality hence employees’ work can be focused on main business demands.

Through automating procedures of document drafting and approval, businesses can reduce the number of errors in documents which lowers the quality of the decision-making and enhances the accuracy of the documents.

2. Reduced Turnaround Times

Automation of processes and real-time availability of collaboration features allow for quick and efficient paperwork completion and approval, facilitating business turnaround time.

Adoption of electronic signature tools has led to saving of time as users no longer have to wait for the actual documents allowing them to sign from any device, which implies that the signing process is now faster as it takes less time and deals can be closed more quickly, bringing in more revenue.

3. Improved Customer Satisfaction

Fast reaction times and quality service delivery have positive ratings at higher levels which result in better customer retention and ongoing success in the long term.

The most effective way companies can distinguish themselves from their competitors and also have a strong connection with their customers is by providing them with the simple and stress-free electronic signing of documents.

4. Enhanced Compliance And Risk Management

Integrated document solutions help businesses mitigate compliance risks and ensure regulatory compliance, reducing the likelihood of legal issues and financial penalties.

By leveraging Salesforce data and automation capabilities, businesses can enforce standardized processes and workflows, improving consistency and reliability.

Conclusion

The merging of Sign Made Easy with Docs Made Easy provides an innovative solution to businesses with the need to smooth the sign workflow and cut the bottlenecks caused by slow document workflows.

This integration blends the document generation capability with e-signature management directly within the Salesforce environment to facilitate business processes that in turn boost collaboration, speed up operations, and eventually satisfy customers. Rise for the new generation of document management by implementing Sign Made Easy and Docs Made Easy! You may reap unexpected bonuses of speed and productivity tomorrow.

Visit the Salesforce AppExchange to download the integrated solution and revolutionize your document management workflows.

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