Take a minute to try out Documill Dynamo (installation-free) - Easy as ABC
Try out Documill Dynamo: get a glimpse of how to build a document template and how end-users can create a document with a click.
Read moreKimmo Salmela · January 20, 2022 · 1min
With many document types, many tasks are repeated in an identical way for each new document. These can be sped up fundamentally by automated document generation. It also eliminates human errors from the process.
Take standardized proposals or contracts that do not require negotiation. Filling in data and details in each new document is quite boring and laborious. All or most of the necessary data resides usually readily in Salesforce, so why not have it automatically populated in the appropriate parts of a document? This is exactly what automated document generation allows, with no human effort.
According to HubSpot, the average sales representative spends more hours updating CRM systems and writing reports than selling. Here, automation can add considerable value by:
The latter two benefits come from the way a document generation solution enables the use of pre-defined document templates. They eliminate the need to circulate each document via, say, the legal department. Instead, the legal department can check each document template once and for all. Alternative text sections (or clauses) can be added where choice is needed for the salespeople as regards the document content.
This again adds considerable speed to document creation, along with agility and conformity of the content.
Or would you like to get more tips on empowering collaboration on business documents? Read our white paper.
Learn next how you can clear the office application chaos.
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.
Try out Documill Dynamo: get a glimpse of how to build a document template and how end-users can create a document with a click.
Read moreIn this guide, we discuss field service reports, most commonly used in telecommunications, HVAC, construction, engineering, property maintenance, landscaping and transportation industries.
Read moreLearn what is an applicant tracking system (ATS) and the best ATS solution in the Salesforce ecosystem. How, why, and by whom should it be used?
Read more