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 – Redesigned and aligned brand-compliant templates for POs, invoices, and quotes.
Automated Document Generation – Configured Salesforce Flow will auto-generate POs once the approval status is changed to "approved."
Smart Templates – Auto-populated approver name and approval date into final documents.
"Everything’s great, everything’s perfect," says Derek. "We’re just waiting for the final bits to be finished, and then everything will be complete and working."
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.
Need Help with Docs Made Easy Implementation Start your documentation journey today. No strings attached.
support@docsmadeasy.com +1(262)310-7818
