/Resources//Document Generation

Document Generation

Case: How Keerpunt performed a customer 360°

By Kimmo Salmela | September 29, 2020
For sales-driven companies, the days of a standalone CLM (contract lifetime management) platforms look numbered. So vital is contract data for sales and marketing that […]

Why Document Automation Makes Global Businesses More Efficient

By Kimmo Salmela | November 5, 2019
How long are you and your teams spending creating offers and quotes in Salesforce? Chances are we’re talking about days and not hours. Reportedly, 36% […]
Email automation - case correspondence - customer service

Case Management Made Easy with Automated Workflow

By Kimmo Salmela | October 23, 2019
Customer expectation for service is growing rapidly as of the convenience of omnichannel communications nowadays. According to the 2018 Customer Expectation Survey by Gladly, the customer expectation for […]
E-signing and Document Generation integration in Salesforce

Close Sales Faster with E-signing and Dynamo Integration in Salesforce

By Kimmo Salmela | October 15, 2019
Whether it contracts to open new accounts for banking, closing a field service offer for manufacturers or quoting for professional services, the speed of getting […]
5 ways to accelerate customer experience with document generation

5 Ways Document Generation Enhances Customer Experience

By Kimmo Salmela | September 25, 2019
Are you struggling with uncategorized documents in dealing with customers? Are you looking for ways to enhance your customer experience with Salesforce? Let’s take a […]
top 5 use cases for document generation in Salesforce

Top 5 Documents to Start Generating in Salesforce Across Industries

By Kimmo Salmela | September 17, 2019
Are you Salesforce users? Have you been considering Document Generation tools, or have you been using one already? Either way, we believe you will benefit […]

The Quick Guide to Proposal Generation in Salesforce

By Kimmo Salmela | August 27, 2019
Speed and simplicity in creating sales proposals are a bliss. But with speed can come less attention to detail and if you present the wrong […]

How to Start with Document Generation in Salesforce

By Kimmo Salmela | June 27, 2019
What is Document Generation? Document Generation (also referred to as “Document Automation”) describes the process of automatically forming documents based on ready-made template and conditions. With the […]
Digital Transformation Enterprises

Digital Transformation: Lessons from the pioneers

By Kimmo Salmela | June 11, 2019
Learn from the pioneers the challenges in digital transformation and how to overcome them. 91% of the respondents believe that these problems will impact the […]

The Essential Guide to Document Generation in Salesforce

By Kimmo Salmela | June 3, 2019
A document generation App in Salesforce allows you to generate rich format documents by using data from Salesforce to create PDF or HTML documents based […]

Document Collaboration Easy as ABC

By Kimmo Salmela | May 7, 2019

CPQ for Leading Manufacturer with Excel, Salesforce and Documill Dynamo

By Kimmo Salmela | April 7, 2019
A leading North-European manufacturer of maritime technology needed to modernize the quoting process in one of its product lines. They chose to simply integrate their […]

Six-click Wonder: Fully Automate Contract Creation, eSigning and Invoicing – Easy as ABC

By Kimmo Salmela | February 19, 2019
You have now negotiated that big contract to the last detail, and it is time to generate it automatically in Salesforce. So just click on […]

[Video:] Boost for Recruitment Industry with Document Automation

By Kimmo Salmela | February 7, 2019
What are the benefits of document automation in the recruitment industry? What kinds of use cases is it suited for? Turns out quite a few, […]

Partnering with Documill Helps Capgemini Provide 360-degree Customer View

By Kimmo Salmela | January 22, 2019
Documill Dynamo played a key part when Capgemini provided a customer with an innovative customer service and partner center solution, complete with document management functions. […]

Survey: Choosing a document automation app; why and how?

By Kimmo Salmela | January 8, 2019
For which reasons do we choose a document automation app? What are the key criteria to select one? What kind of solution do we prefer? […]

Add Images with a Click to Your Doc – Easy as ABC

By Kimmo Salmela | December 4, 2018
We like the content of our Salesforce documents short and sweet to make it quick to learn. And we want it to look nice too, […]

Fast Route to Advanced Sales Automation - Easy as ABC

By Kimmo Salmela | November 11, 2018
There is so much more to document automation in Salesforce than just pushing a button to automatically generate a document. An advanced application can help […]

Get That Workflow Right the First Time - Easy as ABC

By Kimmo Salmela | October 30, 2018
Sure, document automation is about making it possible to generate documents with a click of a button. No more human effort needs necessarily be involved. […]

Getting Started with Advanced Document Automation Workflows

By Kimmo Salmela | October 22, 2018
While automated generation of documents is quite everyday now, automation of the processes formed around documents offers a lot of unexplored opportunities. It is a […]

The Easiest Document Automation App Just Got Easier!

By Kimmo Salmela | October 3, 2018
Over the last summer, we added a few new functionalities to our document automation application Documill Dynamo – and enhanced some existing ones, too. Our […]

Five Good Reasons to Translate Your Salesforce Product Catalog with Documill Dynamo

By Kimmo Salmela | September 18, 2018
Getting your product catalog (or price book) translated in Salesforce is paramount to your business if you need to address segments, even markets that speak […]

Translate Salesforce Product Catalog – Easy as ABC

By Kimmo Salmela | September 3, 2018
Whole product catalogues can be translated within Salesforce to support credible localization of products. However, this tends to be a bit laborious, as it requires […]

Salesforce Document Localization - Easy as ABC

By Kimmo Salmela | July 16, 2018
Do you need to generate automatically customer documents in different language versions in Salesforce? Even with CRM platforms as versatile as Salesforce, this has not […]

One Document, Many Language Variants: How to Do it in Salesforce

By Kimmo Salmela | July 3, 2018
Do you want to produce automatically Salesforce customer documents in different language versions in Salesforce – even ones with elaborate designs? In this article, we […]

[Study:] Documill Dynamo Delivers What Enterprises Need

By Kimmo Salmela | March 6, 2018
In a previous article, we reported the findings from a study we just ran on document automation in the context of Salesforce platform. Our target […]

Choosing a Reporting Solution for Salesforce – 5 Things to Consider

By Kimmo Salmela | February 20, 2018
Data is interesting in that without context and explanation, it loses much of its value. The same happens, if we fail to get a good, […]

How to Turn Salesforce Data into Actionable Insights

By Kimmo Salmela | February 6, 2018
In our modern enterprises, more and more we make our key business decisions strictly based on numbers and facts. And of course, we have lots […]

Need to Create Bespoke Account Reports with One Click? Build Your Salesforce Solution in 30 Minutes with Documill Dynamo

By Kimmo Salmela | January 30, 2018
Salespeople can benefit a lot from being able to quickly produce reports of all past and planned activities for a given account – especially when […]

Enhance Your Offer Doc with Beautiful Product Pictures – Easy as ABC

By Kimmo Salmela | January 16, 2018
We like the content of our customer documents short and sweet, so it can be learned as quickly as possible. Yet every detail that matters […]

Protect Your Company Data – Easy as ABC

By Kimmo Salmela | January 9, 2018
Oftentimes, companies would like to exert strict control over employees’ access to data as well as its transfer and storage. A study conducted by Vanson […]

Help Every Salesperson Communicate like Top Pro – Easy as ABC

By Kimmo Salmela | January 3, 2018
Not every salesperson is a natural poet – and yet, good communication skills play a paramount part in sales success. That is why deploying an […]

Keep Customer Data Safe – Easy as ABC

By Kimmo Salmela | December 21, 2017
When negotiations over a deal get tricky, more and more new versions of the documents related to it are likely to be created. Keeping track […]

Documill Dynamo Clauses – the Most Lovable Library

By Kimmo Salmela | December 19, 2017
Last time when introducing a beautiful concept “Post-merge-edit”, my colleague Penny has mentioned the “Clause Libraries”. So what is it exactly and how does it […]

When One Size Doesn’t Fit All – Document Automation Easy as ABC

By Kimmo Salmela | December 14, 2017
Documents like quotations and contracts tend to have parts that have serious legal implications, for example, the terms & conditions section. While the wording in […]

The Meaning and Beauty of “Post-merge-edit”

By Kimmo Salmela | December 12, 2017
The dilemma of automation and personalization: A great advantage of Document Generation app’s for Salesforce.com is that the organization gets to design the template, ensuring […]

Money the Way You Like It – Easy as ABC

By Kimmo Salmela | December 7, 2017
Currencies can be indicated in a variety of ways and we all have our own preference. In our automated Salesforce documents, we may want to […]

[Infographic] 5 ways to Boost Your Team's Productivity in Salesforce

By Kimmo Salmela | December 6, 2017
What defines the most productive teams? We think right solutions and tools play the vital role here. You cannot always control the company culture or […]

How Efficient Is Your Email?

By Kimmo Salmela | December 5, 2017
In a previous article, we discussed the three priorities of sending documents via email to close the deal fast. Today, we’d like to introduce you the […]

Close the Deal Fast with the Right Email

By Kimmo Salmela | November 30, 2017
Email is a crucial tool today. It remains the most effective way to develop leads, maintain the existing relationship and close the deal. Sending documents […]

Send Documents Quickly in On-brand Emails - as Easy as ABC

By Kimmo Salmela | November 7, 2017
How to enable the creation of customer documents with one click and sending them out with another? Easy: try out Documill Dynamo’s email generation. It […]

Have The Date Your Way – Easy as ABC

By Kimmo Salmela | October 31, 2017

Four Ways to Accelerate Sales with Document Automation

By Kimmo Salmela | October 17, 2017
The new version of Documill Dynamo can accelerate sales in a big way. Ultra-easy to deploy, it marks a new era of document automation technology. […]

Head Start to Top Productivity with New Documill Dynamo

By Kimmo Salmela | October 11, 2017
Last week we introduced here a new, ‘browser-first’ version of Documill Dynamo for Salesforce and said that it begins a new generation in the evolution […]

Easy, Intuitive, Innovative: New Documill Dynamo Launched!

By Kimmo Salmela | October 3, 2017
This is exciting: we have just launched a new version of Documill Dynamo for Salesforce. With its intuitive, easy-to-use design that allows quick and painless […]
Compliance in Salesforce

Professional Services Firms in Salesforce: Minimising Compliance Issues

By Kimmo Salmela | June 28, 2017
The rules and regulations surrounding various professional services firms from HR to auditing are short of many. Compliance is a top priority for many firms […]
Internal approvals with Documill Dynamo

5 Ways to Make Internal Approvals Painless with Documill Dynamo

By Kimmo Salmela | June 14, 2017
Inefficient internal processes are a challenge to many sales teams with 45% of salespeople stating that excessive admin tasks do not leave enough time to […]

5 Document Automation Use Cases Guaranteed Your Productivity

By Kimmo Salmela | May 10, 2017
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 […]

The App Race Reaches The Cloud – Opens New Markets for Finnish Companies

By Kimmo Salmela | April 13, 2017
Documill’s Terho Laakso (above left) was interviewed last week in Finnish business and technology weekly Tekniikka ja Talous, together with Salesforce’s Patrik Ros (above right). […]
Manufacturing compliance Salesforce_011

Minimise Compliance Issues for Manufacturers using Salesforce

By Kimmo Salmela | March 7, 2017
To stay ahead of the threat of non-compliance, manufacturers need to better manage their risk by adopting processes that help comply with the varied laws […]
Professional services document automation

Document Automation in Salesforce for Professional Services

By Kimmo Salmela | February 27, 2017
Digital disruption in professional services is present in all areas of work from becoming more efficient with new technology to connecting and engaging customers in […]

Salesforce Admins Drive Sales Evolution

By Kimmo Salmela | February 21, 2017
We are witnessing rapid evolution in B2B sales processes. And, since the evolution is driven by development of CRM systems like Salesforce, we believe that […]
Document automation in Salesforce for manufacturing

Document Automation in Salesforce for Manufacturers

By Kimmo Salmela | February 21, 2017
Manufacturing is changing and new technologies are offering numerous advantages to manufacturers. Sometimes called Manufacturing 4.0, or Industry 4.0, the change is here to stay […]

Can Automation Undermine Customer Satisfaction in B2B Healthcare?

By Kimmo Salmela | January 26, 2017
When speaking with sales and marketing professionals in B2B healthcare companies like device manufacturers, we constantly find that they face specific and extremely strict requirements […]

Manufacturing IoT: more data, collaboration and complex documents

By Kimmo Salmela | January 11, 2017
Each day, in just about every media, we are reminded that the great leap into the future of big data, artificial intelligence (AI) and Internet […]

A Round-Up of Our Most Popular Blog Posts in 2016

By Kimmo Salmela | December 19, 2016
As the year draws to a close, here is a round-up of our ten most popular blog posts this year. So, read on for posts […]

Removing bottlenecks from travel & transport sales with document automation

By Kimmo Salmela | December 7, 2016
A 2015 study by Salesforce found that as much as 64% of the sales peoples’ time is spent on non-selling task – especially in the […]

Choosing a Salesforce Document Automation App for B2B Healthcare Sales

By Kimmo Salmela | November 28, 2016
There are various document automation applications available for Salesforce, and each one has its advantages and disadvantages. What are the specific requirements for those companies […]

Salesforce Document Workflows for CFOs/IT/Business Managers

By Kimmo Salmela | November 24, 2016
Workflows help streamline critical business processes. When set up according to an organisation’s business rules, they can be partially or fully automated to ensure compliance […]

Speed Up Sales to Healthcare Companies with High Quality Documents

By Kimmo Salmela | November 22, 2016
A recent paper by Deloitte states that overall complexity is likely to increase in sales of pharmaceutics and medical devices in the near future (“Delivering […]

36% More Revenue, 30% Less Cost with Document Automation

By Kimmo Salmela | November 16, 2016
More and more companies have implemented a document automation application in their Salesforce CRM. And why not, considering the competitive edge it provides to sales […]

How to Make Salesforce Fully Mobile

By Kimmo Salmela | November 1, 2016
Let us assume that you are using Salesforce Sales Cloud CRM over a mobile device. You’re visiting a customer, who has just showed you the […]

5 Apps to Drive Productivity in Salesforce

By Kimmo Salmela | October 3, 2016
Our behaviour is significantly shaped by our habits, so once we’re stuck in a rut it’s easy to continue doing things the way we’ve always […]

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

By Kimmo Salmela | August 22, 2016
A document generation App in Salesforce can save up to 30% of your time (according to Addressing the Document Disconnect) and it’s no wonder when […]

Contract Automation in Salesforce: Benefits for Admins and Managers

By Kimmo Salmela | July 18, 2016
Contract documents can certainly be a source of a lot of complexity in business processes of companies. Content creators may have a hard time pulling […]

Fine-Tuning Salesforce.com: Working with Contracts

By Kimmo Salmela | July 13, 2016
Smart contract management shortens the sales cycle, reduces the amount of errors and manual work and effectively accelerates growth. But how do you become smart […]

Making Your Office Paperless: 3 Tips with High Impact

By Kimmo Salmela | July 7, 2016
We Finns are certainly concerned about the success of our paper industry. It’s a mainstay of our national economy and accounts for some 15% of […]

Less Routines and Stress with Contract Automation in Salesforce

By Kimmo Salmela | July 5, 2016
In many ways, contracts on business transactions are the backbone of commercial relationships. As legal documents, they state the terms of transactions the signees to […]

Tuning up Salesforce for Telecoms Success

By Kimmo Salmela | April 28, 2016

Get more out of Salesforce with Documill Dynamo

By Kimmo Salmela | March 23, 2016
Dynamo is a document automation solution which helps you to generate contracts, reports, and other communication materials from Salesforce data. In this article, we explain […]

What Makes Salesforce Great?

By Kimmo Salmela | March 16, 2016
Salesforce is well-known by its impressive level of customer success and it has been adopted by some of the leading companies across the word. In […]

Application Hopping Causes 50% Lower Productivity

By Kimmo Salmela | March 8, 2016
We think that constant switching between office applications really represents one form of forced multitasking, and the cost is equal: 50% lower productivity. Here’s our […]
Follow us