How Salesforce document generation boosts the productivity of all departments in a business

How Salesforce document generation boosts the productivity of all departments in a business

Salesforce AppExchange apps have truly made our lives so much easier than ever before. Some of them are designed for one single purpose, whereas others can help you achieve so many goals of your business. These all-purpose apps are helpful because of the advanced developments in them. A Salesforce document generation app not only helps you generate and send documents from one place but helps your sales teams be faster than ever. 

Today, you will know how you can boost the productivity of each of your business’ departments with a Salesforce document generation app.

How can a document generation tool be a business’s best friend?

Salesforce document generation tools such as Docs Made Easy help you to create, distribute, and import documents in your preferred format.

They give you more time to focus on other important tasks.

Also, such tools help you generate documents such as proposals, quotes, invoices, work orders, receipts, and more. 

Thus, your sales reps can focus on closing more deals than worrying about finding and locating documents.

Salesforce document generation tool

Cross-departmental documentation

We know every department needs documents, not just sales! From marketing to HR, Salesforce document generation helps all departments with their document generation needs. So, what are these documents that different departments need? Let’s know! 

  • The Sales department needs to send quotes, proposals, invoices, contracts, etc.
  • The marketing department needs document generation to create event invitations.
  • And, the HR department needs to create timesheets and more.

How Docs Made Easy comes into the picture?

Docs Made Easy is the ultimate document generation tool for you in 2022 and beyond. How? With Docs Made Easy, you can easily create multiple types of documents in the formats that you like. 

  • Use the prebuilt document and email templates to create uniform documents at all levels with an organization.
  • A business should always show its brand value and consistency in its documents, and with Docs Made Easy, you can easily achieve that.
  • Create effortless documents with no errors.
  • Keep a pulse on your customers by instant notifications when someone opens your documents. 
  • Accurately pull in Salesforce data and merge data from any custom or standard object into richly-formatted templates. 

Wrap Up

Now you know how document generation tools can help you boost the productivity of all departments of your business. If you’re looking forward to trying out Docs Made Easy for your Salesforce document generation, then click here. It’s available on the biggest business app marketplace, Salesforce AppExchange. Also, it doesn’t cost you a penny.

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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