Document Generation & E-Signature in Salesforce: The Perfect Pair

A document generation (or doc gen) App in Salesforce can save up to 30% of your time (according to IDC). This is no surprise, considering that instead of creating a quote, contract, or another document manually in Word or Excel, you can do the same with a few clicks in Salesforce and even have your Salesforce document automatically delivered to your customers. 

What makes a document generation App in Salesforce even better, is that it may have an inherent e-signing feature or capability for integration with an app of an external e-signature provider for a fully digital approval and document creation process. 

 

Creating business quotes with a document generation App

When choosing an App in Salesforce to create quotes, you would want 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 you have to do is click a button to start the document creation process, after which the document will be taken through a few steps to choose any appendices and additional data fields they may require. You will then get the generated document in the format you have chosen, ready to be shared with a customer. 

It is possible also to generate the document with just a single click. In this case, the document is populated automatically with all that is needed:  the necessary appendices like Terms & Conditions and data directly from the Salesforce records. You can create documents from any object in Salesforce.

 

Use Salesforce digital signature to increase efficiency and shorten the sales cycle

Once your quote is ready to be sent over to a customer, you will want to move forward as fast as possible. By using a document generation solution like Documill Dynamo with its own signature feature or integrating it with an external solution, such as DocuSign, you will be able to send a document to be signed electronically – no printing or scanning is needed. You can also track the signing process and get progress updates in real–time. You can also set an automatic reminder or send the document manually.  

Either way, you can cut admin costs and have the document instantly archived after it has been signed.

 

Integrate a document generation App with e-signature

Using the document generation solution’s own e-signing feature – if it has one – makes the implementation faster. However, the integration of a document generation app and another digital signature app is neither such a complicated affair, as most e-signing apps can be connected via an application programming interface (API) that you can customize to meet your needs. Such integrations between business systems are on the rise and offer the tangible benefit for your employees being able to use one system in their daily work instead of navigating through many.

Book a demo and learn how Documill Dynamo can help you to create quotes and get them signed faster, either on its own or via an integrated e-signature solution. 

 

Integrate with business rules

All the way through, you will be able to follow your own business rules. For example, you can set the conditions for whether the document will be sent for internal approval or to be completed with an e-signature.

 

A fully digital experience

Using the e-signature makes it easier for your customers to sign any contract or other document, as they are not dependent on their physical location or the materials at hand. Another tangible benefit is that the data on and in the document will be correct and updated in your system instantly, so no manual work is required by either party. 

By implementing a document generation App in your Salesforce, you can create quotes, contracts, and other documents the easy way. Using e-signing with it will create a fully digital experience for you, your sales team, and your customers. 

We can proudly say that Documill Documill Dynamo, with its own e-signing capability, is simply the best doc gen solution for Salesforce, based on the user reviews in the Salesforce App Exchange.