Boost Productivity with Salesforce Document Automation For Your Manufacturing Business

Boost Productivity with Salesforce Document Automation For Your Manufacturing Business

As manufacturers, you are always on the go to get things done faster, be it document generation or production. We have seen many industries giving heads up to the latest technology, and manufacturing is no different. As people in this particular industry want to deliver the best at a faster scale, increase productivity, streamline processes, reduce their cost, and all of this from one place. 

So, today we are here to make things a lot easier and faster for your business. Salesforce Document Generation is an integral part of any business, and we know how tiring it can become at times. Above all, it gives your sales teams less time to interact with prospective leads and consumes most of their time in the documentation process.

What is document automation for your Salesforce documents?

Simply put, Salesforce document automation allows you to generate effective digital documents quickly and easily. You can generate n number of documents without having to manually edit or insert certain information. Creating documents such as proposals, quotes, invoices, agreements, work orders, and receipts is easier when you have a Salesforce document automation tool like Docs Made Easy with you. Not just document creation and management but exporting them into multiple formats is what a document automation tool allows you to do.

How does Docs Made Easy work?

Docs Made Easy is a Salesforce document generation tool that makes your document generation process easier than ever before. You just need to select a template from the app or use your own template and instantly populate all the relevant data on it from your Salesforce CRM. The app reduces the amount of time that you previously had to take when creating a document. Now, you don’t have to do all that cutting and pasting between screens, checking multiple details, and making endless rounds of revisions, and then also getting end up with errors!

Salesforce document generation tool

Benefits of using Docs Made Easy for Salesforce Document Generation

  • The Salesforce document generation tool helps you create presentations, reports, quotes, invoices, contracts, and more by merging data from any standard or custom object into richly formatted templates.
  • Create professional-looking Salesforce documents directly from Salesforce.
  • Great for people who have limited or no IT knowledge.
  • Allows you to boost your teams’ productivity with effective digital documents that can be generated quickly and easily.
  • Reduces the risk of manual errors in your documents and helps you create accurate documents each time.

Wrap Up

We hope that you liked this article and it was helpful for you. So, if you are looking forward to trying out Docs Made Easy for your business, then click here. Also, do follow us on our social media handles to stay updated about all the latest developments in the world of Salesforce documentation!

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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