Automate your Salesforce Document Generation: An easier way to do smart business

Automate your Salesforce Document Generation: An easier way to do smart business

COVID-19 has shown us the importance of the Internet in our lives, from paying bills, ordering groceries, shopping online to now working online. We have come a long way. Also, it has taught us to grow, online or offline. So, when it comes to boosting our sales, why are we still old school?

Organizations automate the process of generating digital documents to make them effective, quick, and error-free. Also, Salesforce Document generation tools make a business streamlined, effective, and agile.

Say bye-bye to the paperwork

The process of automation can revolutionize the daily task of document generation. Did you know that businesses all over the world produce 200 billion documents every year? Hence, there’s a possibility of using simpler alternatives to save cost & time.

With a Salesforce document Automation tool, you can create n number of documents, be it Invoice, Quote, Contract, Report, or anything else. And the best part? It is Quick! Imagine you received an inquiry for your business, you sent them the quote, received the signed quote, and after a good long time, you acknowledged the receipt. The process is dreadful!

But using a Salesforce document Automation tool allows you to curate data from any Salesforce record and create accurate documents with ease. Also, automating the process of documentation is eco-friendly. Hence, you become a part of saving the environment.

Leave a touch of personalization in your digital docs

Using a document generation tool allows you to personalize each document as per your customer’s needs and wants. You digitize these documents based on the Salesforce records to make them personalized.

Advanced solution for non-IT people

The businesses that already use Salesforce are skeptical about automating the process of documentation. It is maybe because they are anxious about shifting the manual process to automated.

So, today we have the perfect solution for you all. It is our intelligent application- Docs Made Easy. You must be wondering what is so intelligent about it, right? Don’t worry, we will tell you.

  1. With Docs Made Easy, you can create presentations, reports, quotes, invoices, contracts, and more by merging data from any standard or custom object into richly formatted templates.
  2. You can create beautiful-looking documents directly from Salesforce.
  3. It is perfect for your non-IT team.
  4. Docs Made Easy helps you boost your business’ productivity with quick and efficient digital documents.
  5. Also, the documents created on Docs Made Easy are error-free created directly from Salesforce records.
So, if you are looking forward to automating your Salesforce document generation process, you should try Docs Made Easy. Get your hands on it and see how it helps your business shine bright. 
About the Author

Piyush Singhal

Co-Founder, Director | HIC Global Soutions | Salesforce Consultant | AppExchange Strategist

An outcome-oriented technology leader with a global outlook, Piyush has over 8 years of experience in Project Execution, SDLC Planning, Salesforce, CRM, Salesforce Mobile, and Piyush, a seasoned Salesforce professional started HIC Global Solutions in 2015 after filling senior development positions at front-running company names in the Salesforce development industry. He looks forward to challenging Salesforce development tasks, delivering novel apps for AppExchange listings, and forging global partnerships through working with passionate people.

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