Salesforce CRM Document Generation Software
What is Document Generation Software?
Do you need to generate, customize, edit, and produce data-driven documents like reports, contracts, proposals, quotes, and invoices, or letters? It is a rather time-consuming task, and errors often slip in, especially if you need to generate documents in bulk, isn’t it? You need document generation software to help you to automate the process, save time and prevent mistakes.
Document generation software streamlines and simplifies the document creation process, especially as it reduces the need for manual input and formatting. This type of software is particularly useful when you have to generate multiple documents, and each document contains a mixture of static content (those sections that are the same for each document) and dynamic content (those sections that change in each document).
Let me tell you about some of the key features of document generation software:
Document generation software offers pre-designed templates with which users can generate various types of documents, which typically include placeholders for text, images, tables, and other elements that can be customized.
The placeholders in the templates often integrate with data sources such as databases, spreadsheets, or CRM systems, and documents are therefore populated with dynamic and up-to-date information.
Users can insert merge fields or variables in the document that will be replaced with specific data when the document is generated, such as a recipient’s name and contact details.
The software automates the process of populating documents with the required data and formatting. Automation saves time, improves accuracy, and reduces the risk of human errors.
Users can customize documents in terms of appearance, layout, and content. They can change fonts, colors, and styles, and add logos or branding elements.
Documents can be created in bulk at once, which is particularly useful for tasks like sending out invoices or producing reports for a large number of clients.
Some document generation tools offer collaboration and allow multiple users to work on the same document simultaneously or review and provide feedback on generated documents.
Compliance and Security
Good document generation software includes features to ensure that documents comply with relevant regulations and standards. It may also offer security features to protect sensitive information.
Depending on the user’s needs, the software can generate documents in various formats, such as PDF, Word, Excel, or HTML.
Some advanced document generation tools offer version control capabilities to track changes made to documents over time. Find out more about the benefits of Titan version control.
Document Generation and Customer Relationship Management (CRM)
Document generation is very useful in Customer Relationship Management systems, such as Salesforce. CRM systems manage interactions with customers, and documents are often generated for each interaction. Software integrated with the CRM system automates the document generation process, making sure that users get accurate and consistent documents. As templates are used, the documents will consistently look the same according to the company’s branding and formatting guidelines.
Salesforce stores a wealth of information, such as customer names, purchase history, and preferences that can be pulled from the system to dynamically populate documents. This way, each user can receive a personalized document. The sales process is streamlined, as quotes, proposals, contracts, and other sales-related documents can be automated. This will speed up the sales cycle and reduce administrative pressure. Document generation software can create mass personalized communications, such as announcements or updates.
Because the data for the document is taken directly from Salesforce and not entered manually, there will be fewer errors, and time will be saved as mistakes on official documents do not have to be corrected. Salesforce users can therefore focus on other tasks.
Some industries have strict compliance requirements for documents. Document generation software can be configured to generate documents that adhere to these regulations, thereby reducing the risk of non-compliance.
When documents are generated using this type of software, Salesforce can track when the documents were sent and opened. Document generation in Salesforce can form part of automated workflows. For instance, when a deal reaches a certain stage, Salesforce can automatically trigger the generation of a specific document.
It is especially valuable to integrate document generation with e-signature tools, making it easier to sign and store documentation.
Salesforce Document Generation
You don’t have to get a separate document generation package, as Salesforce’s tool is native to the package with which you can generate proposals, quotes, contracts, reports, non-disclosure agreements, service agreements, and other customer-related documents. Salesforce Document Generation lets you create and generate documents directly within the Salesforce platform using data stored in your Salesforce records.
Salesforce Document Generation is typically used with Salesforce’s objects and records. Users create templates with Microsoft Word or Google Docs and use the inherent placeholders or merge fields to link to the fields in the Salesforce records. To generate a document in Salesforce, the user must select the record and choose the relevant template. The Salesforce Document Generation generates the document based on the template and integrated data. This document can be downloaded, printed, or shared electronically.
However, the Salesforce Document Generation tool has limitations when it comes to complex document formatting and automation logic. It offers limited template design and doesn’t have advanced document management. It also doesn’t offer built-in document collaboration and has limited output formats.
Document Management and Document Generation
Document management refers to the practices, systems, and processes for organizing, storing, retrieving, and sharing documents throughout their lifecycle, whereas document generation involves the automated creation of documents using templates and data from various sources, such as databases, CRM systems, or other software applications.
There are several options on the Salesforce AppExchange for doc generation and document management for Salesforce. S-Drive, DocuSign, and DocuVault are some of the providers of document management and generation tools. Titan’s product for Salesforce Dynamic Forms, Doc Gen, CLM, Signatures, Surveys, Web Apps currently has the highest rating on AppExhange with a 4.96 average out of 5 stars. Titan’s cloud-based app requires Sales Cloud and is compatible with Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Shield. It can be integrated with Enterprise, Unlimited, Force.com, and Developer Salesforce Editions.
Titan Docs’ main features include the following:
Do you need an easy-to-use document generation tool for Salesforce that will not break the bank and requires no coding experience? Titan Docs starts at $12 monthly and offers discounts for non-profit organizations. Call us today for a chat and a demo.
We hope to see you soon!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.