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Document Generation & E-Signature in Salesforce: The Perfect Pair
Kimmo Salmela · August 22, 2016 · 4 mins
A document generation (or doc gen) App in Salesforce can save up to 30% of your time (according to Addressing the Document Disconnect) and it’s no wonder when you can exchange creating a quote manually in Word or Excel to a few clicks in Salesforce, to create such Salesforce document and even deliver it to your customers.
What makes a document generation App in Salesforce even better, is the ability to integrate it with an e-signature provider for a fully digital approval and document creation process.
Creating business quotes with a document generation App
When it comes to having an App in Salesforce to create quotes, you would want to choose a solution that fully meets your demands so think about:
- Your document generation needs (will users be able to edit them; will they have attachments?)
- What data is required (and where does it come from: standard or custom objects?)
- How your quotes are used (in Salesforce or also in delivery to external parties?)
A document generation App (such as Documill Dynamo) will help you to create quotes in just a few clicks from the “Opportunity” view for example. All the users have to do is click a button in the “Opportunity” view to start the document creation process, after which they will be taken through a few steps to choose any appendices and additional data fields they may require. They will then get the generated document in the format they have chosen, ready to be shared with a customer.
Or the users can generate the documents in a single click where the document is populated automatically with corresponding appendices or Terms & Conditions depending on the Salesforce record information. This is just an example and you can create documents from any object in Salesforce and automate the whole process to create documents in a single click.
Use e-signature to increase efficiency and shorten the sales cycle
Once your quote is ready to be sent over to a customer, you’ll want to move as fast as possible. By using any e-signature providers such as DocuSign and Dynamo integration, you will be able to send a document to be signed directly after what you have agreed with no printing or scanning. You can also track the signing process and get updates in real-time, or set an automatic reminder or send one manually. This will help to cut admin costs and everything will be archived instantly after a document has been signed.
Integrate a document generation App with e-signature
The integration of a document generation App and e-signing in Salesforce is easy as most offer an API that you can customize to meet your needs. Integrating an e-signature to other business systems is on the rise and offers a tangible benefit for your employees being able to use one system in their daily work instead of navigating through many.
Integrate with business rules
You can also integrate a document generation App with your business rules. Depending on whether the document will be sent for internal approval, you can set the conditions for whether the document will be sent for internal approval or to be completed with e-signature.
A fully digital experience
Using e-signature makes it easier for your customers when it is time to sign as there are no requirements for a physical location or materials. The other benefit is that the collected data will be correct and updated in your system instantly so there’s manual work for either party.
Like by implementing a document generation App in Salesforce to create quotes the easy way, integrating with an e-signature provider will create a fully digital experience, for both the sales team and your customers.
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.
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