Gearing up for CNX'25 to stand out and build lasting partnerships. Let's Connect!
Published on June 11, 2025
In today’s digital-first world, customer experience is everything. Businesses that excel in customer interactions not only stand out but thrive. One tool that has been revolutionizing customer engagement is Salesforce Experience Cloud.
But why should this matter to you?
Salesforce Experience Cloud isn’t just another platform; it’s a powerful, customizable solution that helps businesses create seamless, personalized experiences for customers, partners, and employees.
Whether you’re looking to foster stronger customer loyalty, drive more meaningful interactions, or streamline communication, the Experience Cloud can be a game-changer.
The ability of Salesforce Community Cloud with document generation enables organizations to automate the creation of personalized documents, like contracts, quotes, and reports, directly within their digital experiences.
In this post, we’ll dive into what Salesforce Experience Cloud is, why it matters, and how combining it with document generation can turn engagement into a long-term, profitable relationship.
With Experience Cloud, businesses can easily create, manage, and share important documents at any time and from anywhere.
Whether you’re interacting with customers and partners outside your organization or collaborating with your team members, Community Cloud makes document generation smooth, secure, and reliable for everyone involved.
Let’s see how!
For External Users (Customers & Partners)
Salesforce Experience Cloud makes it easy for customers & partners to generate documents without putting much effort. From contracts and proposals to quotes or any other standard document, external users just need to log in to “Experience Cloud Site” and use pre-built templates.
The system automatically pulls in the right information from your Salesforce records, so documents are always up to date and accurate.
For example, a customer can request a quote or review a contract directly from the portal. If you allow guest access, even users who aren’t logged in with a personal account can generate certain documents, like opportunities, quotes, orders, or contracts.
For Internal Users (Within the Teams)
For your internal teams, Experience Cloud’s document automation is powerful and flexible. Employees can easily create, customize, and manage documents using templates tailored to their business needs.
They can also generate documents in bulk, apply conditional logic to make only relevant sections visible, and send documents directly to customers or partners—all from within Salesforce.
The team members can also keep track of every generated document, manage approvals, and ensure everything stays consistent and compliant. Because all the data comes from Salesforce, there’s less risk of errors or outdated information.
Salesforce Community Cloud with document generation is making an unimaginable difference for businesses across various industries.
By automating and streamlining the creation, management, and sharing of documents, these industries are saving time, reducing errors, and improving how they serve their customers and partners.
Here’s a closer look at how each sector is putting these tools to work:
Manufacturing Industry
The manufacturing industry requires a constant need to handle large amounts of paperwork, such as contracts, order forms, and reports. With the help of Salesforce document generation tools, team members can create these documents to save time and reduce the chances of errors.
With Experience Cloud, manufacturers can provide secure online portals for customers and partners, making it easier to share important documents and updates. This automation allows teams to focus more on producing quality products and solving problems, rather than getting bogged down in paperwork.
Healthcare Industry
In the healthcare industry, accurate records, insurance forms, and secure sharing of patient information are paramount. That being said, Community Cloud enables both patients and staff to access the right documents online, which improves service and reduces delays caused by paperwork.
Salesforce document automation ensures that medical forms, test results, and care instructions are always updated and free from errors, which is crucial for patient safety and satisfaction.
Finance Industry
Different solutions of Doc-Gen for the finance industry, like banks and financial companies, must manage a variety of documents, including contracts, statements, and compliance paperwork. Document generation tools make it possible to quickly create personalized documents for customers, such as loan agreements or investment reports.
With Salesforce Community Cloud, customers can securely access their documents online, which builds trust and enhances satisfaction. With automation, businesses can reduce the risk of mistakes and speed up processes like approvals and account openings.
Education Industry
Schools and colleges handle many types of forms, such as admissions paperwork, report cards, and certificates. Document generation for education industry helps in automating the creation of these documents.
As a result, teachers and staff get to spend less time on administrative work and more time with students. Experience Cloud also enables students and parents to access grades, certificates, and important notices online.
Legal Industry
The legal industry deals with a high volume of contracts, briefs, and case documents. With the help of Salesforce document automation, users can ensure that documents are accurate and consistent, resulting in fewer chances of errors.
With the help of Experience Cloud portals, clients can easily and securely upload, download, and review documents, thereby streamlining legal processes. Additionally, lawyers can track document changes and manage approvals more effectively and efficiently.
Creating documents manually can be time-consuming, especially when you’re dealing with large volumes of customer or partner data. That’s where Docs Made Easy steps in.
If your business is using Salesforce Community Cloud, Docs Made Easy makes it simple to generate documents like contracts, quotes, and reports—without jumping between systems. It pulls real-time data from Salesforce and lets you build polished, personalized documents in just a few clicks.
The integration of Salesforce Experience Cloud with document generation streamlines workflows, reduces errors, and improves how quickly you deliver important information. It’s a smart way to boost productivity and deliver a better user experience.
In fact, companies like USAI Lighting have seen tangible improvements in customer engagement and efficiency after implementing Docs Made Easy.
