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When One Size Doesn’t Fit All – Document Automation Easy as ABC

Documents like quotations and contracts tend to have parts that have serious legal implications, for example, the terms & conditions section. While the wording in these must be exactly set by legal experts, your sales reps need to be able to serve diverse customers that need different terms. A one-size-fits-all approach with just one text version will not suit them.

As a Salesforce admin, Documill Dynamo document automation app allows you to overcome this challenge easily.

Start by saving a selection of alternative text snippets in the Documill Dynamo Clauses library in Salesforce, as shown in the video below.

 

Then open Documill Dynamo, choose the appropriate template and the place for a snippet in it. Now, under Settings (in the top menu), select Editable Content and Advanced Editing Functions.

That’s it, as shown in the other video below. Click the Test button and you will see, how you can drag-and-drop the snippet of your choice to the document – just like it will work for your sales reps in Salesforce.

Easy as ABC, isn’t it? Just try out Documill Dynamo and see for yourself right now!

By | December 14th, 2017|