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Document Automation in Salesforce for Manufacturers

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 and will shape the way manufacturers do business.

But how do manufacturers keep track of all the new technology available and what has document automation to do with it? In this guide, you’ll get an overview of how document automation in Salesforce can help take advantage of the new opportunities.

Manufacturing 4.0 – leaving the old ways behind

McKinsey define Manufacturing 4.0, or Industry 4.0, as the next stage in the digitisation of manufacturing, with an impact much like the lean revolution of the 1970s, outsourcing coming into play in the 1990s and the automation that became the new norm in the 2000s.

New technologies play a significant role in supporting this latest revolution, with Salesforce taking the centre stage to better connect with your customers and streamline business processes using the abundance of data now available.

The other benefit of using Salesforce comes from the fact that many mundane tasks can be automated and with the introduction of Salesforce Einstein, artificial intelligence (AI) built-in within the software, manufacturers can make better decisions without doing any extra work.

The role of document automation

With the increasing amount of data, documents such as field service offers and service reports, that need to be produced and maintained become more complex and time consuming to create and manage.

Take field service offers for example. With document automation in Salesforce, your teams can create these documents in few minutes by clicking a button in Salesforce, whether they’re in the office or mobile.

To the end users, this automation is often visible as a button. The user clicks a button in Salesforce and then gets taken through a questionnaire which asks what content the document should have (this can be data already in Salesforce, say account name and project status and also data that exists elsewhere for example in your ERP. After this, a document will be automatically created using a pre-designed template. This document can then be shared for review and collaboration, or it can be sent for approval with an integrated e-signature solution. All stakeholders, from legal to sales and engineers are able to see the same version of the document and make necessary edits to get the details right.

The business case

According to an IDC study “Addressing the Document Disconnect. Hidden Opportunity, Big Payoff”, document automation can help businesses grow their revenue by 36% while reducing cost by 30% and business/compliance risk by 23%.

With the emergence of new disruptors in the industry, manufacturers may find it hard to make sense of all the data available to them, let alone provide personalised service based on all that data. Document automation can help manufacturers free resource to other tasks while offering better service at a lower cost.

Features of a document automation app for Salesforce

Choosing a document automation app for Salesforce should be based on your document needs and use case. Not all apps are alike, and you should pay attention to:

  • Workflow design – how do your documents and users interact with Salesforce data? Do you want documents to flow through the organisation according to the business rules or are you just looking at a neatly organised visual document output?
  • Template design – how easy or difficult is it to design a template that is used as the base for the documents created? You’ll likely want to choose an option that makes template design easy, even for the less technically savvy users.
  • Document creation – take a look at the ease of using the app and ability to save documents back to Salesforce without versioning issues.
  • Collaboration – this is a key to many, how do different teams in different locations interact with the document? Allow others to edit, reject or approve documents and get internal approvals fast by making sure the app allows full-blown collaboration, not just the document creation capabilities.


Document security is paramount to manufacturers and document automation in Salesforce is no exception. An enterprise security minding document automation app works in Salesforce but does not store any data that is used in the document or read it in any way. The document only briefly visits an external server for the document creation purposes, and nothing is stored making such app compliant with both Salesforce and your security requirements.

A document automation app in Salesforce can also help to comply with ISO 9000 quality management standards as manufacturers are asked to provide a single point of access to the latest documentation as part of the certification process. By using a document automation app, the latest versions are always available in Salesforce (although those can be stored outside Salesforce too) mitigating the risk of having multiple versions stored in different places.

Getting started

Getting started with a document automation app is easy. Documill Dynamo is used by some of the world leading manufacturers to better connect them with their customers.

To learn more, book a demo of Documill Dynamo or contact us to discuss more about your requirements and how Documill can meet these.

By | February 21st, 2017|
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