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"We are now fully in the driver’s seat. With the same team, we have significantly increased our productivity and the level of quality we offer our customers."
Read moreKimmo Salmela · October 23, 2017 · 4 mins
Routine work like manually creating customer documents can be quite a drain to sales reps’ productivity and enthusiasm. Often a copy-and-paste activity, it also includes the risk of human mistakes, which can come quite costly.
In this article, we show how Documill Dynamo will enable you to help you automate the creation of quotations and help your sales team reduce manual routine work radically in Salesforce. It will take you only up to 20 minutes to do the work.
To get started, just go and download Documill Dynamo app for Salesforce from Salesforce AppExchange. You can install it easily by clicking on the Get It Now button.
When you are asked for whom Documill Dynamo will be installed, select All Users and Admins.
To open Documill Dynamo in Salesforce:
Create now your quotation template, which will be automatically available in your Salesforce Opportunities.
Documill Dynamo includes a ready-made button for one-click document generation in the Opportunity object. Add it now to your Opportunity’s page layout.
Documill Dynamo installs like any Salesforce app, so if you have some experience with Salesforce, you know your way around here. But if you would like guidance, just see our step-by-step instructions.
Note: If the test window does not open automatically, ensure you have allowed popup windows in your browser.
Open any Opportunity record in your Salesforce account, click the Dynamo Templates button and select the template you just created.
Now you can see, how the automated quotation you created looks to your sales team. So why not give them rights to use it right now? Just follow this simple procedure.
Normally, it will take a salesperson at least half an hour, often much more to create a quotation manually. With Documill Dynamo, you need less than 20 minutes to automate the creation process for your whole team.
On the next quotation, feel free to use 30 minutes just for a nice, cozy coffee break – you deserve it.
Written by
Kimmo Salmela is a communications manager at Documill. Earlier on, he worked in several industry and solution marketing and communication positions at Nokia. Now Kimmo focuses on online collaboration technologies and their future prospects for businesses.
"We are now fully in the driver’s seat. With the same team, we have significantly increased our productivity and the level of quality we offer our customers."
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