Hey Salesforce admin, picture this:
It’s your hectic day at work. You are juggling multiple balls to finish all tasks on the dot. Suddenly, there comes an important communication from your team lead, asking you to create seven quotes and four proposals before the end of the day. To create the documents, you need to manually obtain and copy data from different Salesforce objects, then garner it outside of Salesforce, and then build the files. Still, it doesn’t end. Finally, you have to go again back to the Salesforce environment to store the generated files.
Assume how much time you would need for all these tasks. Hours and hours, correct? If the above scenario resonates with your daily life — if you’re a Salesforce admin who spends productive hours daily building documents, it’s time to embrace the change.
What’s that change? It’s auto document generation in Salesforce!
Why You Need to Embrace Auto Document Generation in Salesforce?
Because you don’t need to go anywhere else to create documents — from pulling data from multiple objects to building the template to storing the documents, all steps can be done within Salesforce automatically. Expanding a bit, with an auto document generation app for Salesforce, you’re adopting a cloud-based, automatic service that lets you build documents of all types and sizes by uploading your own templates to Salesforce or by building one within the platform. Additionally, once a Salesforce document generator is implemented in the org, it will contribute to the increased efficiency of admins as they carry out a much simpler and seamless document generation process every day.
Four Ways an Auto Document Generation App will Benefit a Daily Salesforce User
Let’s look at some advantages that a Salesforce document generator can unleash for you and your business.
- High Speed & Accuracy
You can put a lid on the unfruitful hours and mistakes that manual data obtaining and copying can cause for your document generation process! A Salesforce document generator pulls the necessary data from specific objects automatically at lightning speed. So that you can rest assured about the accuracy of the information and the quick time it takes to create the documents.
- Strong Data Compliance
If your business is compliant with specific rules and checks, you can better enforce them with a smart document generation app. Because this workflow fosters data ownership, letting you decide who can view and access your documents in Salesforce. Plus, there’s no chance your data and document move out of the Salesforce org as every step of document generation takes place within the cloud environment.
- 100% Data Security
Your data is undeniably safe as it’s residing in Salesforce and processed within the platform during document creation. Neither an unauthorized person can access the documents nor the files will make accidental falls on unnecessary systems — it’s that safe. Put differently, a Salesforce document generator ensures extra measures of protection to mitigate the data risks that often happen while producing a large volume of documents by different individuals on different systems.
- The Road to Automation
Say goodbye to manual document generation which is tedious and time-consuming. With a Salesforce doc generator, automate your daily document creation and embark on a new journey to 100% automation. There’s no place better than Salesforce to start on this!
Invest in the Right Auto Document Generation App that Your Business Needs
Given the plentitude of Salesforce document generation apps, teasing out the appropriate software for your business is a tough call. So, we welcome you to explore DocuPrime, our superior and native document generation app for Salesforce to find out how our next-gen application can streamline your document generation process. DocuPrime comprises all essential features including e-sign and template creation/export that you are absolutely looking forward to in an auto document generation app. You can generate error-free documents of any size, format, and quantity within Salesforce with your zero involvement required.
This is about our product in a nutshell. Schedule a demo with one of our product experts to dig deeper into the unique capabilities of our app.
NB: Ready to blow your mind!