/Resources/Tag:Document Management

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

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? [...]

By | January 8th, 2019|

Getting Started with Advanced Document Automation Workflows

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 [...]

By | October 22nd, 2018|

Salesforce Document Localization – Easy as ABC

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 [...]

By | July 16th, 2018|

North-European Housing Foundation Eliminates Cost of Paper

A non-profit housing foundation with more than ten thousand tenants in a North European country wanted to switch to electronic documentation from the old-fashioned paper. [...]

By | July 11th, 2018|

Create Complex Documents Easily in Salesforce

Deploying automated document generation in Salesforce used to be a time-consuming ask, especially with more complex template layouts that have elaborate graphics and tables, and [...]

By | May 8th, 2018|
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