Do you not just love finding solutions that make you more productive in your day? From automating quotes and offers to automatically composed reports and sales presentations, we list in this article our customers’ favorite document automation use cases. They’re guaranteed to save you time and help you get more things done in less time.
1. Quote automation
Say a customer has just asked for a quote and you’re itching to get it over to the client for approval. Without automation, you’re likely to use a company template and manually fill in the required fields; customer name, items and sums, terms and conditions, expiry date, etc.
With a document automation app, all you have to do is click a button in Salesforce, go through a questionnaire to indicate what data fields you want in your offer (all of the abovementioned, for example) and out comes a ready populated offer with the details that were already input in Salesforce.
No manual copy-pasting of data, no risk of typos and most of all, it takes only a few minutes to quote someone.
2. Quote to contract automation
Now that you can automate a quote, you can also automate the contract that will be drafted upon successful approval of the quote. Normally, this is the most time-consuming step as you have to make sure all items on the contract are correct, and usually also approved by your legal team.
With document automation, you can use the details from the quote in the contract automatically and then only add the relevant, ready-written, T&Cs from a clause library in MS Word, for example. If your legal team still wanting to approve the contract, you can easily send it for an internal approval using a workflow while ensuring transparency in the process and making sure all relevant parties see, and can edit, the contract before it goes out.
3. Contract negotiation
Okay, let’s take a step back. If your client is not ready to approve the contract as is, negotiating terms, sums and durations are not an obstacle to automating the process. With document automation, you can easily manage different versions of the contract document and track customer comments. All this is visible across the people who need to have visibility into the process and like with quote to contract process, you can obtain approvals and feedback for the contract at any stage of the process.
4. Service offer automation
Whether you operate locally or globally, document automation allows implementing a process for service offers. For global business, however, the advantage of automation is undisputed. Your teams can automate offers in a button click in Salesforce in any language that is used in local offices. What previously possibly required documents to be produced in the local offices individually, can now be automated.
This also boosts collaboration where all stakeholders, regardless of their physical location, have the same information and can collaborate on a document to make sure it fits the needs of all stakeholders. All versions of a document are stored in Salesforce and the latest version is always available.
5. Service report automation
When it comes to reporting from field operations, putting together an inspection report, or just devising a customer report where the project progress is detailed, automation is a bliss.
What can take days to put together, can be handled in minutes with document automation. Data from different Salesforce objects can be put in one report easily and it will always be in the right format and layout. Images and graphics are no problem for an automated report. You can even add comments to the reports and automate recurring report creation with ease.
If these relate to you and being able to release time for something else sounds like something you would benefit from, why not book a demo of Documill Dynamo and learn how easy document automation in Salesforce can be.