Standardized Purchase Order, Invoice & Quote Templates
Reduction in Manual Intervention with Automated Flows
Compliance with Business Rules
The company faced several inefficiencies in managing its purchase order process:
We delivered an end-to-end automated documentation and approval workflow:
Professional Templates โ Redesigned and aligned brand-compliant templates for POs, invoices, and quotes.
Automated Document Generation โ Configured Salesforce Flow will auto-generate POs once the approval status is changed to "approved."
Smart Templates โ Auto-populated approver name and approval date into final documents.
""๐๐ฏ๐๐ซ๐ฒ๐ญ๐ก๐ข๐ง๐ โ๐ฌ ๐ ๐ซ๐๐๐ญ, ๐๐ฏ๐๐ซ๐ฒ๐ญ๐ก๐ข๐ง๐ โ๐ฌ ๐ฉ๐๐ซ๐๐๐๐ญ," ๐ฌ๐๐ฒ๐ฌ ๐๐๐ซ๐๐ค. "๐๐โ๐ซ๐ ๐ฃ๐ฎ๐ฌ๐ญ ๐ฐ๐๐ข๐ญ๐ข๐ง๐ ๐๐จ๐ซ ๐ญ๐ก๐ ๐๐ข๐ง๐๐ฅ ๐๐ข๐ญ๐ฌ ๐ญ๐จ ๐๐ ๐๐ข๐ง๐ข๐ฌ๐ก๐๐, ๐๐ง๐ ๐ญ๐ก๐๐ง ๐๐ฏ๐๐ซ๐ฒ๐ญ๐ก๐ข๐ง๐ ๐ฐ๐ข๐ฅ๐ฅ ๐๐ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐ ๐๐ง๐ ๐ฐ๐จ๐ซ๐ค๐ข๐ง๐ .""
Managing Director
With Docs Made Easy, the company achieved standardized financial documentation, automated approvals, and faster purchase order processing. The solution reduced manual errors, enforced compliance, and improved speed, accuracy, and governance across procurement workflows.
Shield Services Group, a growing organization, transformed its procurement process with Docs Made Easy. By automating purchase order approvals and standardizing financial document templates, Shield Services Group achieved professional consistency, reduced manual intervention by 70%, and ensured 100% compliance with internal approval rules. This streamlined procurement, eliminated delays and strengthened governance.
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