Top 3 things worth considering when looking for a Salesforce document generation tool

Document generation may be a daunting everyday task for your teams. This is probably why you are here. We are gonna make this hard nut easy to crack for you. While there are numerous Salesforce document generation tools out there, finding the one that best fits your needs can be difficult.

Many Salesforce document generation tools are paid but can still not be able to perform all things that you expect from them. While some tools may be unpaid but still can be more fulfilling than any tool out there.

Today, we are here to tell you about the top three things that you should consider when choosing a Salesforce document generation tool. So, let’s get started!

The right Salesforce document generation tool should be nothing but:

#1 Time-Saving Tool

Before getting started with any tool, ensure that this tool helps your teams in not just one way but in multiple ways. Document automation should help you save time that would go into creating and locating documents. Tools such as Docs Made Easy help you save nearly 15 days a year that would just go into document generation. You can use this time to find new ideas and implement them to grow your business.

#2 Security & Confidentiality of Data

You need to rely on software that takes care of your sensitive information. Also, with a Salesforce document generation tool, you can significantly reduce a lot of error errors. Next time you won’t have to worry about using the wrong name of a client. Further, you can keep your information safe because this tool is integrated with Salesforce and doesn’t take your information outside of it.

#3 Intuitive Workflow

A tool that has a simple and intuitive workflow can help you go a long way. Tools that have complex workflows can make it difficult for you to navigate through the app. Docs Made Easy allows you to sync data from Salesforce or other external sources to your digital documents. You can generate proposals, contracts, invoices, work orders, and so much more with just one document generation software.

Wrap Up

Now you know what to look for when finding the right business document generation solution. With Docs Made Easy, you can generate any type of document in any kind of format. Also, all this with just clicks and not code. If you want to try out Docs Made Easy, then install it from AppExchange by clicking here.

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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 Force.com.... 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.