Get started with Automation by automating your document generation.

Get started with Automation by automating your document generation.

Automation has been a hot topic for the last few years. Many businesses are turning to Automation to improve efficiency and deliver faster experiences.

The latest statistics reveal that demand for automation is rising, and almost every major department is deploying automation to improve productivity.

So, if you are also thinking of leveraging automation into your business but are worried about the costs, here is our solution to help your get started with automation. Continue reading to know more!

Salesforce document generation tool

Automating Document Generation is the first step toward automation

Many think Automation is costly as it needs the involvement of IT professionals. But Business automation doesn’t have to be expensive or complicated. 

In fact, today, 23% of automation is built by non-technical users with the help of low code/ no code tools.

Ideally, the first approach to leverage automation should be to understand what processes you should automate. It is advisable to automate those processes first that are repetitive and consumes time, for example, the Document generation process.

Once you have identified the processes to automate, it’s time to choose the right tools. There are many tools available that can help automate easily without needing any coding or technical knowledge.

Automate document creation with Docs Made Easy

Document creation is a crucial process in every business. But manual documentation wastes a lot of time and often has the chance of potential errors.

By automating document generation using Docs Made Easy software, you can have improved business efficiencies without any cost. 

The Docs Made Easy tool helps in document automation by creating, processing, and sending documents, and by taking care of overall document management.

It uses predefined templates and workflows to 

  • Create documents pulling accurate real-time data from a central repository 
  • Import data from Salesforce or external sources
  • Merge data from any standard or custom object to create Sales proposals, reports, quotes, presentations, invoices, and contracts
  • Download and send documents in your preferred formats.

Wrap Up

By using document automation tools, you can easily automate your document generation process across every department, and seize the benefits of Automation without spending too much money. 

Visit Salesforce AppExchange to install the Docs Made Easy today!

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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