One of the most significant issues in sales and marketing is the volume of documents that you must create. It’s time-consuming to generate these documents using standard methods such as manual submission.

Salesforce automation tools have revolutionized the way that businesses function. From data to emails, there are countless ways that these tools can be used to make your workflow efficient.

One of the most common ways businesses use Salesforce automation tools is for the generation of documents. Taking a manual process and automating it with the help of these tools is a great way to save time and increase the quality of your documents. Various tools are present in this space, each signed with a different purpose.

In this blog, we’ll discuss the salesforce automation tools that remove the tedium from the job of document generation and how that can help with salesforce automation.

What is document generation using Salesforce data?

Salesforce data is the most critical part of any business that uses this amazing CRM software to add value to your business. You can use it to make real-time decisions. The organization needs to understand how they want to use the data and how they want to generate documents from it.

You can use the salesforce data to generate:

• Invoices
• Quotes
• Purchases orders
• Order status updates

These are important files used for payment purposes and other legal reasons. Using document generation, you can create powerful templates for various records in Salesforce to have everything you need at the click of a button. You can make this seamless documentation available in formats like PDF, Excel, or HTML.

Best salesforce automation tools for document generation in 2022

Conga Document Generation

Conga’s document generation solution is a salesforce automation tool that helps your business bridge all of the gaps in document generation. It provides streamlined automated templates and pre-created content pulled right from Salesforce. This allows you to push any relevant content over into your documents at the click of a button.

With Conga doc generation, you can streamline every part of your document creation process. It’ll help free yourself up to focus on more important tasks. Also, it’ll help you delight customers by using completely customized solutions for them.

Features:

• Personalized document creation templates.
• Merge data in Salesforce and other external sources.
• Helps maintain corporate messaging consistency.
• Easy to execute E-sign solution.

S-Docs

S-Docs is a natively integrated document generation and signature solution for Salesforce. S-Docs is built on the Salesforce platform, which means it is lightning fast and intuitive.

It runs inside your existing environment for maximum efficiency. It’s secure because your data never leaves the trusted confines of the Salesforce environment.

Features:

• It is a native Salesforce automation tool used for fast document generation.
• Faster load time than other available alternatives.
• Easily handles large-sized documents.
• One-button document creation.
• No third-party web services, client downloads, or plugins for enhanced security.

DocuSign Gen

Gen is a Salesforce-native application that integrates into Salesforce’s CRM capabilities. It seamlessly integrates into the Salesforce Sales Cloud and Revenue Cloud. The revenue cloud includes CPQ+, Billing, and Subscription Management.

It integrates with Microsoft Word, PDF, and DocuSign Agreement Cloud. You can save time and effort by creating documents using DocuSign Gen.

Features:

• Smooth and Easy account set up and can get initiated immediately.
• Seamless document automation and flexible workflows.
• Manage the security of your documents.
• Accurate document reporting and tracking.
• Real-time audit trails.

Drawloop DocGen

Drawloop DocGen Salesforce automation tool brings a new level of efficiency and eases your working life. This software helps you create documents far more quickly than before. It helps you save time and focus on the things of more importance.

DocGen streamlines the creation of MS Word documents, Excel spreadsheets, PowerPoint presentations, and PDF files. This can be particularly helpful for organizations that need to send out certain statements or information. They rely on these documents in different situations at any given time.

Features:

• Automate document delivery and storage.
• FedRAMP SaaS compliant cloud service.
• Create documents in minutes with a few clicks.
• Template creation and flexibility.
• E-signature and API integration.

Panda Doc

PandaDoc is an innovative, powerful, and easy-to-use eSignature solution. It is geared toward today’s best startup companies. PandaDoc provides an all-in-one document generation and eSignature automation platform. They provide tailored solutions that accommodate any organization in the best way while simplifying their business processes.

PandaDoc gives you both custom templates and standard document templates to choose from. These options are ideal for beginners and seasoned professionals alike. They allow experts to create customized documents while catering to new users with their pre-built, editable templates.

Features:

• Replicate your existing workflow to create, send and track documents.
• 35+ app and website integration support.
• 24/7 live chat and email support.
• Custom Branding for Documents, Templates, and Emails.
• Available Document analytics and insights.

Conclusion

Streamline your business transactions by leveraging automated document generation tools like those offered by Salesforce. Create contracts, agreements, and proposals through these tools’ features and functionalities.

Melonleaf helps you populate Salesforce data into documents using sales automation tools from the AppExchange. You can use it to help streamline your business processes, which benefits you in many ways:

• We have solved complex problems for our clients and brought flexibility to their businesses. With proficiency in Salesforce, we continue to give our clients the best experience.
• We value you and your expenses. With the flexible service pricing model, you can choose what service payment model suits your business.
• Our Salesforce Consultants and Specialists come with years of experience. Their expertise and problem-solving skills help you to launch the product from ideation.
• We are exceeding the expectations of our clients and continually learning and delivering even better by staying updated with innovations in the cloud industry.

Contact our Salesforce Consultant to improve your business productivity and maximize revenue generation.