Salesforce Storage is among one of Salesforce’s robust capabilities. However, as Salesforce offers basic document management tools, businesses with more advanced document management requirements may find these tools limiting.
This is where document generation tools come in.
Document generation tools can help businesses maximize the potential of Salesforce storage by providing more advanced document management capabilities, such as customizable templates, advanced formatting options, and automated workflows.
In this post, we’ll explore the pros and cons of Salesforce storage usage and how document generation tools can help businesses make the most of their Salesforce storage.
Pros of using Salesforce storage for document management
- Centralized storage : Storing documents in Salesforce means they are easily accessible to sales reps, managers, and other stakeholders from a single location.
- Collaboration : Salesforce’s collaboration tools make it easy for teams to work together on documents, share feedback, and track changes.
- Security : Salesforce offers robust security features, making it a secure location to store sensitive documents.
- Automation : Salesforce’s automation features allow businesses to automate document workflows such as approvals, renewals, and reminders.
Cons of using Salesforce storage for document management
- Limited formatting options: Salesforce’s document templates offer limited formatting options, which may not be sufficient for businesses with complex document requirements.
- Limited editing features: Salesforce’s document editor is basic and may not offer advanced editing features that businesses need.
- Limited customization: Document management features in Salesforce are not customizable to the extent needed by some businesses.
- Limited document management features: While Salesforce offers basic document management features, it may not be suitable for businesses that require advanced document management capabilities.
How document generation tools can help
Document generation apps can help businesses overcome some of the limitations of using Salesforce storage for document management. These apps allow businesses to create, store, and manage a variety of business documents in Salesforce, with more advanced features and functionality than Salesforce’s built-in document management tools.
Here are some ways document generation apps can help:
- Advanced formatting options : Document generation apps offer more advanced formatting options than Salesforce’s built-in tools, making it easier to create professional-looking documents. For example, the Docs Made Easy app allows businesses to create custom templates to create documents like invoices, proposals, and quotes in real-time.
- Advanced editing features : They also come with more advanced editing features than Salesforce’s built-in tools, allowing businesses to customize their documents in more detail.
- Customization : Document generation apps allow businesses to customize their documents to a greater degree than inbuilt tools, making it easier to create documents that meet their specific needs. Plus they also allow fetching data from third-party sources.
- Automation : They also allow businesses to automate document workflows, such as approvals, renewals, and reminders, just like Salesforce’s built-in tools.
Wrap Up
Hence, by implementing document generation apps like Docs Made Easy, businesses can overcome these limitations and improve their document management capabilities, while still leveraging the power and security of Salesforce’s platform.
Click here to install the Docs Made Easy from Salesforce AppExchange today!
