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How to Start with Document Generation in Salesforce

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 development of data cloud storage to get rid of data silos, businesses thrive for solutions that can generate documents in an instant. So that more time will be spent on important matters, rather than on creating or polishing the documents.  

Documill Dynamo provides solutions for many document-related challenges in Salesforce. With Dynamo Template Builder, Salesforce users can create any kind of templates or layouts using Salesforce data to generate professional and high-quality looking documents for any purposes. 

Sounds compelling?

What is even better? We provide a 30-day free trial for you to experience the Document Generation journey with Documill Dynamo. At the same time, take a look at this “5 steps to Document Generation” guide we made just for you, and take your first steps into the Document Generation world.

We hope you enjoy your 30-day free trial to the fullest. Let’s get started!

Congratulations!

You are now ready to start with the exciting journey ahead. Now go test out the button you just made and enjoy generating documents in just a click. Don’t forget to refer to our Online Resource Center for more advanced instructions or just reach out to us at dynamo.support@documill.com. We are happy to assist you! 

Interested in extending your usage? Contact us now. 

 

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By | June 27th, 2019|

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