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 that ‘Create contract’ button…
But wait, wouldn’t it be nice if another click would send the contract out to your customer so she can sign it electronically? And even better, if automated invoicing would follow, based on a Salesforce rule? The rule could be, for example, conversion from ‘prospect’ to ‘customer’ status after the contract has been signed.
In fact, workflows like these can be created in Salesforce and integrated with our Documill Dynamo app without much fuss. Here’s how it works for you as a user when implemented in your Salesforce. To complete the whole procedure, you need just to click six times without leaving Salesforce once.
Click 1: In the appropriate opportunity record, click to edit
Clicks 2 & 3: automate invoice sending (2) and generate the contract document (3)
Click 4: Confirm to leave the opportunity page
Click 5: Preview the contract
Click 6: Send the contract via DocuSign – job done!
Get a demo and see it in real life