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

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 you can exchange creating a quote manually in Word or Excel to a few clicks in Salesforce, to create such 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 process.

Creating quotes with a document generation App

When it comes to having an App in Salesforce to create quotes, you’ll want to choose a solution that fully meets your demands so think about:

  • Your document generation needs (what quote formats do you require e.g. Word, Excel, PDF)
  • What data is required (and where is this stored, all in Salesforce or also in external sources?)
  • How your quotes are used (in Salesforce or also need delivery to external parties?)

A document generation App (such as Documill Dynamo) will help you to create quotes in just 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 creation process, after which they will be taken through 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 T&Cs 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 e-signature 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-signature into Salesforce is easy as most offer an API that you can customise to meet your needs. Integrating an e-signature to other business systems is on the rise and offers a tangible benefit of your employees being able to use one system in their daily work instead of navigating through many.

Learn how Documill Dynamo can help you to create quotes faster and how to integrate it with an e-signature solution by booking a demo.

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 customer when it is the 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.

By | August 22nd, 2016|