You can complement the benefits of Salesforce by introducing document generation that enables you to generate documents in a rich format. With document generation Salesforce, you can use templates to create HTML or PDF documents.
For a first-timer, it may be a bit confusing on how to achieve the best results by using a document generation tool. This guide will enlighten and prepare you to reap the benefits of document generation combined with Salesforce.
As the name suggests, the document generation software is used to create documents. What makes it unique is that it automates the process of creating documents by integrating it into your Salesforce application. You can pull relevant data from different sources and insert into a template. You can produce different documents through Salesforce, for example, a pricing quote, invoice, or a detailed sales report.
With this, you can create documents in half or even less than half of the time it would take you by collecting the data and then manually entering it into a document. Furthermore, human error is eliminated from this process and the data is usually up to date.
An important consideration for the success of Salesforce integration is the template compatibility. The template needs to be accessible to everyone who is involved in the generation of documents. It is, therefore, necessary to have a template that can run on Windows as well as Mac computers and any other devices that may be used for document creation. Many organizations choose to have an online template in HTML that can be compatible with all devices.
Remember that document generation is supposed to speed up the process of creating a document, so it is important that editing is super-fast and easy. Having the option to just drag and drop into the template will make it easier to edit your sales force document. You do not want to be stuck trying to alter the settings in Salesforce as a client waits impatiently on the other end.
Automation is just about for any industry that cuts out a lot of time spent performing repetitive actions. It is amazing how much can be achieved by implementing automation into most of the document generation process. Some of the activities that can be automated include:
On paper, some of these processes may seem complicated and intimidating, but when you get down to using the document generation tool, it will become second nature.
Choosing the right document generation software needs to be a careful process based on the requirements of your organization. Some software does a better job than others, so you want to ensure you get a document generator that produces quality documents that suit your standard expectations.
For instance, Windward can handle complicated requirements of a Salesforce document. It can be used to compile a list of different products for performance comparison taking into account different variables. What may seem very complicated can be simplified using Windward.
Getting started with document generation is a simple process. You can download Windward for a trial and even contact support to walk you through.
You would need to start by creating a template. It is advised that you use the sample templates provided in the software, but go ahead and modify them to suit your particular need and represent your brand. When you are satisfied with the appearance of the template, then the rest of the process will be easy. The document generation tool can populate the template with relevant data from the different sources you have authorized it to access data.
You can use Windward to:
With a few clicks, you will have a document ready to print or share!