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Modern business today moves lightning fast, with information zipping through the internet as soon as you hit the send button. Customers love the speed and ease of electronic transactions. Two-thirds of B2B buyers surveyed say they’ll choose remote interactions or digital self-service over face-to-face meetings.

Yet even in this digital age, paperwork — you know, words printed on actual paper — persists. Many organizations insist on hard copies of sales contracts or wet signatures — a physical signature on a piece of paper — to finalize a deal.

Let’s face it: traditional sales methods and reams of paperwork just don’t cut it anymore. Newer technologies such as e-signatures let you improve sales efficiency in your daily workflow and gain an edge in the marketplace.  

Barriers to Sales Efficiency

In any vertical, it’s already hard enough to close a sale. The last thing you need is to add more obstacles to this difficult process by resisting digitization. A few potential documentation pitfalls can slow down your sales team or even kill a major deal. 

Disorganized Salespeople 

With so much on their plate, it’s no wonder that salespeople today feel disorganized. Keeping track of paperwork and appointments is a lot of work, and juggling several documents at one time between several teams means a greater possibility of missed opportunities, delays, or lost contracts.

Lack of Process and Documentation 

A fast-moving work environment can make it difficult to slow down enough to create sales process best practices, much less document them. Yet without documented processes, everyone on the sales team ends up doing their own thing. It’s vital to have processes and follow them, especially if your industry has extra legal requirements you have to meet, like including certain disclosures in your contracts. 

Poor Follow-Up or Inconsistent Communication 

A poorly documented sales process leads to an inadequate system for following up and communicating with prospects and customers, making it hard to build trust and nurture client relationships. Inadequate follow-up can also result in a contract sitting in someone’s inbox for weeks or months, delaying the completion of a deal.

The Importance of Technology in Sales Efficiency

Technology has revolutionized how all industries do business. It empowers salespeople to connect and engage with customers efficiently, drives lead generation, improves e-commerce and online sales channels, and enables better data tracking and data-driven insights. 

While countless technologies can improve sales efficiency, e-signatures have been a game changer across the board. Here are seven ways that e-signatures can transform your sales efficiency metrics. 

7 Ways E-Signature Transforms Sales Efficiency

• Eliminates process friction — E-signatures cut out the need for physical paperwork and streamline the signing process making it faster to close a deal. This reduced friction eliminates potential bottlenecks that might lead to a frustrated customer or a lost deal.  

• Enables customers to sign from anywhere, on any device — The convenience of e-signatures gives salespeople the ability to expand beyond their local territory and provide a seamless, efficient customer experience. 

• Automates follow-ups and reminders — E-signature software that integrates with your customer relationship management (CRM) platform makes it easy to automate emails and reminders so you can keep deals on track, rather than waiting for that one party who “meant to do it later but forgot.” These help salespeople stay in touch with prospects and keep warm leads warm. 

• Provides templates for the sales team — Your e-signature software should have customizable templates to help speed up document creation and ensure the accuracy of all contracts and enclosures while providing consistent branding across all documents. Software that supports dynamic content allows you to further customize your templates by choosing or excluding clauses or components from your own content library.

• Pulls in data from Salesforce — When you use the Salesforce platform, it makes sense to use e-signature software that’s built on the same CRM that your salespeople use. Software such as S-Sign is already integrated with Salesforce and lets you pull key details into contracts automatically, with no copy or paste required. Having Salesforce autofill the fields speeds up contract creation, so your document is done and ready to sign in record time.

• Reduces typos and errors — Mistakes in a sales contract can result in disputes and even lost sales. E-signature software that automatically completes fields will improve accuracy and reduce typos and other errors while projecting a professional image for salespeople and your organization.

• Gets your contract out faster — All parties appreciate efficiency and speed at the end of a deal. With e-signature software to automate signature collection, you can expedite the signing process to get your contract out the door faster.

A Simple, Modern E-Signature Solution 

Embracing technology isn’t an option — it’s a necessity in today’s business environment. Your customers expect you to accelerate and simplify the sales cycle into a fast, frictionless experience. Give your salespeople an edge with automation to boost your sales efficiency and document creation and make it easier and faster to execute documents and close sales, all while tracking sales efficiency metrics.

E-signatures are transformative by enabling speed, accuracy, and efficiency, bringing order to even the most chaotic sales environment. When you’ve already invested in Salesforce, it makes sense to use e-signature software that’s purpose-built for the platform you use every day. S-Sign is a powerful, secure e-signature solution that provides fast and seamless agreement execution. Since it pulls in information directly from Salesforce, you’ll have all the customer data you need at your fingertips, ready to populate your agreements with the touch of a button. 

It's difficult enough to get a prospect to the point where they are ready to sign. Let S-Sign help you get them over the finish line and make that final signature as easy as possible. Request a demo today and see how S-Docs can transform your day-to-day operations.

September is here, which means Labor Day weekend, pumpkin spice everything, and DREAMFORCE!

S-Docs is a proud Dreamforce sponsor this year, and we’ve got BIG plans in store. Are you heading to San Francisco on September 12-14? Find out how you can connect, share, and learn with us during the biggest software conference of the year.

Experience The Magic Firsthand At Our Booth

There’s no better place to meet the S-Docs team than our booth in the Campground, located in Moscone South.

You can find us between the Sales and Data theaters at Booth #1325 (just look for the sea of blue shirts - they're impossible to miss!).

Stop by for the chance to:

• Talk to product experts, see live demos, and find out how S-Docs helps increase productivity and accelerate success
• Meet our leadership team (including our new CTO Anand Narasimhan - view his webinar here)
• Grab some useful swag (including our famous DocuMINTS) and enter for a chance to win something big!
• Get a sneak peek at our major product update - you don’t want to miss this!
• Enjoy great conversation with a friendly group of people!

We can’t wait to connect with our incredible customers and the trailblazer community in person!

Fuel Your Inspiration With Our Sessions

Dreamforce is the perfect place to learn something new, with over 1,500 sessions and counting - and S-Docs is presenting two of them! You won't want to miss these sessions:

• From Busywork to Sales Mastery: The Impact of Doc Automation to discover how document automation transforms sales operations and turns documents into trusted copilots during the sales process.
  • Details: Tuesday, September 12, 3:30 PM in Theater Three
• Compliance Made Simple: Modernizing Operational Workflows to find out how you can simplify compliance, minimize risk, enhance experiences, and fortify trust with the power of document automation.
  • Details: Wednesday, September 13th, 10:00 AM in Theater Three

When Agenda Builder goes live in late August, be sure to add S-Docs to your Dreamforce schedule!

Join Us Beyond Moscone For Fun Around The City

S-Docs is making a big splash in San Francisco this year, and it’s not limited to Moscone Center!

Join the fun at the awesome events that S-Docs is sponsoring, including:

• Carahsoft’s Public Sector Reception - Kick back after the first day of Dreamforce for great public sector networking opportunities, food, drinks, and live music!
  • Details: Tuesday, September 12, 2023 from 6pm - 10pm at Terra Gallery
• Squivr’s Dreamforce Pickleball Event - Join us for a pickleball tournament and get active in preparation for the second day of Dreamforce!
  • Details: Wednesday, September 13th, 2023 from 9am - 12pm at The Crossing
• SalesforceBen’s ThrillFest - Stop by the happy hour on your way to Dreamfest for drinks, snacks, and arcade games!
  • Details: Wednesday, September 13th, 2023 from 4pm - 8pm at Thriller Social Club

Parties and events outside of the conference can be some of the best parts of Dreamforce, so don’t miss out! 

Experience S-Docs Like Never Before

This year, we’ve been hard at work brewing up something big. Really big. Our biggest product release yet comes out at Dreamforce - and this one’s a game-changer. Get ready to reimagine your document workflows and accelerate success in entirely new ways.

Stay tuned for the big reveal - we’re excited to show it off!

Make The Most Of Your Time At Dreamforce

For seasoned pros and new attendees alike, Dreamforce can be a lot to take in. Ensure you’re making the most of your time at this year’s trailblazer family reunion by following some of these tips:

• Build a solid schedule: Dreamforce is massive and it’s impossible to see and do everything. But if you plan your days in advance around sessions and activities most relevant to your job and business, you’ll get a lot more out of it. 
• Ignore the previous tip: Well, not completely. But some of the greatest opportunities can occur when you step outside your comfort zone and try things that don’t seem immediately relevant. You never know what you’ll learn, so don’t be afraid to join unique sessions that pique your curiosity!
• Connect with the community: Along with being the biggest software conference in the world, Dreamforce is also one of the largest networking events of the year. So don’t be afraid to make new friends - you might be on your way to finding a new client, job, or other exciting opportunity!
• Leverage Dreamforce Bootcamp: If you’re dedicated to honing your Salesforce skills, Bootcamp is the perfect time to fast-track your professional development. From September 9-11, Bootcamp attendees can accelerate the journey to certification with like minded trailblazers.
• Have fun: Dreamforce parties and satellite events are known to be some of the best parts of the conference, so be sure to stop by a happy hour or two! Plus, Salesforce’s HQ city has tons of fun stuff to do, so make time to see the sights!

Connect With S-Docs At Dreamforce!

As a proud sponsor of Dreamforce 2023, S-Docs can’t wait to reunite with the community this September and show off the exciting innovations we’ve been developing this year.

We hope to see you in San Francisco this September!

Great products are shaped by features, UI/UX, security, and more - but they’re made truly exceptional by the communities surrounding them.

At S-Docs, our incredible community is filled with workflow operations experts that span geographies, industries, and job functions (and generate four million+ documents monthly!). This diverse group has ideas to exchange, questions to ask, and expertise to share.

That’s why we’re launching the S-Docs Community, a hub where all S-Docs users can connect and collaborate. We’re excited to introduce this new way to build, learn, and innovate together.

Who Is The S-Docs Community For?

Here’s a quick rule of thumb: If you know about S-Docs, this community is for you!

Whether you’re exploring document automation/e-signature for the first time,  just created your first template, or already streamline your operations with S-Docs, you’ll find value tapping into this group.

Have questions? Maybe you’re wondering about best practices or not sure how to fully use a product feature. Our community’s here to help!

Have answers? If you’re a seasoned S-Docs pro, we’d love for you to join the discussion and share your expertise. You might even learn something new!

Have feedback or suggestions? Share your innovative ideas to help make S-Docs and S-Sign even better. Our products are constantly improved by users like you!

Design an incredible template? Show it off to the community! Get feedback and find out even more ways to create polished documents with S-Docs.

Need inspiration? Come to the community to network, collaborate, and learn new ways to accelerate business results with S-Docs.

The S-Docs Community is designed to help you maximize the value you get from our document automation & e-signature solutions, while helping us improve your experience at the same time.

S-Docs Community Features

The S-Docs Community is a group on the Salesforce Trailblazer Community. If you’re already a user there, you’ll already know your way around.

If not, here’s a quick rundown of what you’ll have access to when you join the S-Docs Community.

Ask Questions

To start leveraging the community’s collective knowledge, you can click Ask a question at the top of the page. This allows you to write a subject and body, add formatting like code blocks, attach images, and more.

Tip: Links to similar questions will appear as you’re typing so that you can maximize your time.

Search For Answers

Everyone’s unique, but our shared curiosity means the acronym “FAQ” exists for a reason. Save time by finding out if your question has been asked before by using the search filters at the top of the community.

Share Ideas & Feedback

If you have ideas, feedback, or want to show off something great you’ve built with S-Docs, you can switch to Post mode in the question interface to start a discussion.

Contribute to the Discussion!

If you’re an S-Docs expert, there’s no better place to show off your prowess than the S-Docs Community. Help other users by answering questions and voting on other great answers. You never know what additional insight you’ll uncover in conversation.

The S-Docs Community thrives on input from great users like you. We can’t wait to see you there!

How To Get Started

The S-Docs Community is open to all today! Click here to access it now.

If you already have a Trailhead account, all you have to do is click Join in the top right to get started.

If you don’t have a Trailhead account yet, signing up is free and easy. Simply click Sign Up in the top right. Once your account is created, you can come back and join the fun!

Join The S-Docs Community Today!

The S-Docs Community is your go-to resource to ask questions, get advice, and discover new ways to maximize the value of your Salesforce and S-Docs investment.

We can’t wait to collaborate with you. Click below to get started today!

Boys & Girls Clubs of America is a network of over 1,100 independent nonprofit organizations making up more than 4,900 locations that provide mentorship and high-impact development programs to 4 million children each year across America. Their mission: help young people of all backgrounds reach their full potential through caring mentorship, safe spaces, and life enhancing programs.

The Challenge

It all began when Boys & Girls Clubs of America began rethinking how their Clubs approached membership management.

“All of our Club sites operate independently, meaning there were hundreds of different systems in place for daily operations - but each experienced similar pain points related to how much time their day-to-day tasks demanded,” said Jacky Noden, Senior Director of Product at Boys & Girls Clubs of America. “We needed a way to help them function more efficiently using a single holistic solution, rather than several siloed systems.”

The answer was MyClubHub, a custom member management system built on the Salesforce platform. MyClubHub provides connected member, program, donor, and volunteer management, plus more - which in turn allows staff to spend more time with the kids.

But one efficiency challenge remained.

“Local Clubs have to print lots of custom documents, including membership applications & cards, donor thank-you letters, and licensed childcare forms,” said Jacky. “Users had to export Salesforce reports, build documents in Microsoft Word, perform mail merges, and then print the docs or upload them back to Salesforce. It was very time-consuming.”

Boys & Girls Clubs of America needed a solution for creating custom documents that would also fit seamlessly into MyClubHub.

The Solution

To solve their document efficiency challenge, Boys & Girls Clubs of America piloted S-Docs 100% native document generation, which allows Club staff to create custom documents in minutes, right from MyClubHub.

"S-Docs helps deliver on the promise of what a CRM is supposed to be, and it saves our Club sites tons and tons of time."

“We initially offered S-Docs for generating and printing membership cards and applications, but after some time, Club professionals started coming up with many more ways S-Docs could help them save time and focus on what really matters - engaging and mentoring the kids,” said Jacky.

Thanks to S-Docs, printing any type of custom document - both individually and in bulk - no longer takes up participating Clubs’ valuable resources.

"S-Docs’s ability to easily transfer templates across different orgs has been really powerful for us."

“The biggest improvement has been efficiency. S-Docs helps deliver on the promise of what a CRM is supposed to be, and it saves our Club sites tons and tons of time,” said Jacky.

S-Docs also saves time for the Boys & Girls Clubs of America national organization, which typically builds and delivers templates to individual participating Clubs.

“S-Docs really decreases the development time it would've cost to build out this functionality with Visualforce,” Jacky elaborated. “The most unique part of this project is managing so many different environments, since each Club is so unique. S-Docs’s ability to easily transfer templates across different orgs has been really powerful for us.”

"Clubs really enjoy the ability to create their own S-Docs templates and use the product in even different ways."

Since S-Docs is 100% native to Salesforce, it fits seamlessly into different instances of MyClubHub and serves the unique needs of unique Club sites.

Looking Ahead

Boys & Girls Clubs of America initially offered a limited number of S-Docs templates to participating Clubs, but as MyClubHub continued to be adopted by more and more Club sites, ways to save even more time constantly surfaced.

“As we release new versions of MyClubHub, we continue to offer more functionality with S-Docs. While our initial build had 2 prebuilt S-Docs templates, our new version has over 30,” said Jacky. “And Clubs really enjoy the ability to create their own S-Docs templates and use the product in even different ways.”

Ultimately, S-Docs helps deliver on MyClubHub’s promise: helping Club sites operate more efficiently so they can devote more time towards accomplishing their goal of doing whatever it takes to build great futures for America’s kids.

For more information about S-Docs and how our 100% native document generation and e-signature solutions for Salesforce can help your business succeed, contact us here.

Field service is a broad concept that takes many shapes - landscaping, product delivery, utility repair, and more - but each one is united under a common goal: delighting the customer with prompt, exceptional work.

Field service management (FSM) software, like Salesforce Field Service, helps businesses achieve this goal by empowering their employees to do their best work:

• Contact center agents can respond to requests and create work orders faster
• Dispatchers can more seamlessly manage their technicians
• Technicians have a deeper understanding of the customers that they’re servicing

Source: salesforce.com
All of these optimizations funnel down into better customer experiences. But there’s still something missing. Field service is highly reliant upon documents - work orders, service reports, contracts, and more - meaning great field service depends on the ability to quickly and accurately generate those documents.

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Most FSM solutions provide rudimentary work order templates, but companies in the business of exceptional field service should consider Salesforce document generation and e-signature solutions for flawless customer experiences that scale.

Let’s take a look at how document generation for Salesforce field service can benefit your employees and customers.

What Is Document Generation for Field Service?

Salesforce document generators accomplish a simple task: automatically inserting your Salesforce data into premade document templates. As trivial as it sounds, the results are usually far from it.

In the world of field service, document generation apps like S-Docs leverage Salesforce Field Service’s 360-degree customer view to let service teams create and deliver personalized, accurate documents at every stage of the service lifecycle. For example:

• Contact center agents can click a button to instantly create and send a work order with all relevant customer information
• Dispatchers can generate and email service assignment letters
• Technicians can generate service reports, collect customer signatures, and email documents - all from a tablet in the field

Document generation apps also allow service teams to be more productive through automation. For example, checking a box on a case can automatically generate and send a work order. Preventative maintenance reminders can be automatically sent after a period of time following utility installation. Tasks that may have taken hours before can be reduced to a few minutes.

With a basic understanding of document generation for field service, let’s take a look at the benefits it can bring to your employees and customers.

How Salesforce Document Generation Improves Field Service

Document generation apps are built to improve field service experiences at every stage, from initial requests to post-service follow-ups.

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Document Generation For Contact Centers

When a customer makes a service request, contact center agents can use document generation to translate that information into a work order and distribute it with a single click. For even greater flexibility, it can even be built into Experience Cloud sites where customers can request service and generate work orders themselves.

Other documents can be built into the service request process, too. For example, if the customer is required to sign off on an upcoming visit, a consent form can be auto-generated and emailed for e-signature. These process improvements can enable contact center agents to field more requests and create work orders with higher accuracy - maximizing their time and your customers.’

Document Generation for Dispatchers

Document generators can save dispatcher time by allowing them to auto-generate job assignment letters and conditionally send them to the correct technician.

The dispatcher can also provide technicians with the latest information about the customer - and their service history - by generating and sending account summaries.

All in all, document generation creates more seamless behind-the-scenes processes for field service teams, which channel into faster resolution times for customers.

Document Generation for Field Service Technicians

With a streamlined pre-service process, service technicians will be equipped to work right away.

When they finally hit the field, the magic of Salesforce document generation really starts kicking in. Upon job completion, the technician can deliver exactly what the customer needs when they need it. This might include a service report summarizing the work done, or an invoice for signature - it can all take place on the customer’s front porch.

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This might also mean generating and sending documents externally. For example, a service technician might need to send an application to the local power authority before installing a utility. With document generation, the application can be signed off by the customer and filed before the technician leaves - no waiting around necessary.

Document generation apps also enable service technicians to cross-sell and upsell in the field - it’s easy to generate a new invoice or contract and collect signatures right away.

Seamless Follow-Up

The service lifecycle doesn’t end when the technician packs up and drives away. Your business might want to send follow-up notifications, surveys, or preventative maintenance reminders. All of these can be set to automatically generate and send when a case is marked as complete - or based on any condition of your choosing.

Improve Your Field Service Experiences Today

The goal of great field service is simple: delight the customer with prompt, exceptional work.

While Salesforce Field Service gives teams the tools they need to deliver on this objective, document generation closes the gaps left open and unifies the customer experience into one that will retain for years to come.

Looking to improve your field service document workflows? Look no further than S-Docs, the only 100% native document generation and e-signature solution for Salesforce. S-Docs is faster, more secure, and purpose-built for Salesforce - so your team can get up and running faster.

Contact us today to find out how S-Docs can transform your field service experiences..

There’s no doubt about it: Salesforce CPQ is an exceptionally valuable sales tool.

But its three main functions - Configure, Price, and Quote - have a weaker link: quote generation. Sure, CPQ quoting is a huge step up if your current process looks something like this:

But if you’re looking to extensively customize and automate your quoting process, using Salesforce CPQ with a document generation app is your best bet. Document generators like S-Docs improve CPQ’s functionality in two important ways:

1. They produce more robust, data-driven quotes/proposals/invoices
2. They allow you to automate and scale your entire quoting/invoicing process

Let’s take a look at what CPQ quote templates can do before exploring how Salesforce document generators take the Q process to the next level.

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Salesforce CPQ Templates: The Good

CPQ templates are easy to build. All you have to do is choose from a list of preset content types and order them how you want them displayed in your quote.

For example, the appropriately named Line Item content type displays a line items table. The HTML content type lets you insert rich text and field data. The Custom content type even lets you insert Visualforce pages.

All in all, Salesforce CPQ templates are a good way to create accurate baseline quotes.

Salesforce CPQ Templates: The Bad

While useful, CPQ templates don’t provide a whole lot of flexibility. You can only use the preset content types to build your quote, and each one comes with its own limitations. For example, the HTML content type only lets you insert field data from CPQ objects, unless you create a formula field.

Visualforce content grants more room for creativity, but it requires writing Visualforce markup and an Apex controller - quite an endeavor for a simple quote.

The Solution: Salesforce Document Generation Apps

Salesforce document generation apps leverage the strongest part of Salesforce CPQ - its guided approach to configuring complex deals - and take over where it lags behind - merging that data into sophisticated documents.

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Better Customization

Document generators allow you to create documents that fit your business requirements - not the other way around. That means you can pull in data from anywhere in Salesforce and format it according to your needs, including:

✅Merge data from all standard and custom objects
✅Dynamically include/exclude any content based on your business rules
✅Edit document styling from top to bottom
✅Output quotes in your chosen file format

S-Docs lets you deliver professional, on-brand documents that create positive first impressions with your future customers.

More Powerful Quotes

Document generation apps are a good choice for businesses that routinely create large quotes with hundreds - or even thousands - of line items. They’re built to handle the most complex documents more efficiently, lowering the chance of running into governor limits and keeping your sales process moving.

Check out this overview for more information about the power of S-Docs with Salesforce CPQ and other components of Salesforce Revenue Cloud.

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Automated Processes

Scaling effectively requires automating wherever possible, and quoting is no exception. Document generation apps can work with CPQ to generate and email quotes in the background, allowing the sales team to focus on selling.

Integrated Workflows

Quotes are important sales tools, but so are contracts, invoices, and eventual customer communications. Prospects expect a consistent experience across all of these touchpoints, so the most effective sales machines use solutions that fit into larger business workflows.

Salesforce document automation apps drive consistency by delivering pixel-perfect documents through every funnel stage, not just the quoting process. Using one solution for multiple use cases creates better experiences for employees and customers.

E-Signature

Speaking of integrated workflows: signatures tie the final bow atop a variety of sales documents, so it’s important that your e-signature tool works well with Salesforce CPQ.

Document generation solutions like S-Docs offer proprietary e-signature solutions that are automatically integrated into the documents they help create. From prospect to customer, document generation apps accelerate the sales cycle and get deals to Closed-Won faster.

Summing It Up

Salesforce CPQ is a fantastic solution to quickly & accurately moving complex deals forward. Salesforce document generators amplify CPQ’s value by delivering powerful documents at any stage of the sales process, and allow you to automate & scale for the future.

S-Docs: Native Document Generation & E-Signature for Salesforce CPQ

Ready to power up your Salesforce CPQ quoting workflows? S-Docs can help you get it done faster, more seamlessly, and more securely.

As the only 100% native document generation and e-signature solution for Salesforce, S-Docs is purpose-built for the platform you rely on every day.

Interested in learning more? Contact us today to find out how we can help take your sales process to the next level.

Of the many products/enhancements designed to improve your life, a select few will eventually make you think I really used to do it like that? For example, dual monitors make one screen feel impossibly slow; computer mouses make touchpads feel sluggish; wireless earbuds make untangling cords seem absurd.

Enhancements like these often become so impactful because of their widespread applicability. The more areas of your life something touches, the more likely it completely changes the way you live.

The same can be said for Salesforce AppExchange apps. Some are designed to solve one specific business problem. Others have the potential to streamline workflows across an entire Salesforce org - and make you wonder how you ever got anything done before.

Salesforce document automation is one application category that reaches across departments to deliver value to an entire business. Every Salesforce org needs a good document automation solution. Let’s explore why.

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Document Automation: A Business's Best Friend

Salesforce document generators take a universal business requirement - creating, distributing, and e-signing documents - and automate all or part of the process. And when you automate a universal requirement, the positive results become universal too.

But document automation apps for Salesforce don’t just free up time. As soon as you automate one routine document, ideas for other processes blossom. When used correctly, apps like S-Docs can forge new ways to interact with customers, prospects, and employees - and ultimately new ways to get work done.

Cross-Departmental Wins with Document Automation

The possible applications for document generation are endless. Every department must create some type of routine document - we could name 20 for sales alone (if you’re interested in document generation for sales, check out our guides to creating quotes, invoices, and contracts in Salesforce).

From marketing to engineering to HR, Salesforce document automation is applicable to everyone. If you need a few examples, we recently highlighted 10 unique ways our customers have used S-Docs across 10 different departments - check it out on the SalesforceBen blog for some inspiration!

Like we said before: when you solve a universal problem, you receive universal benefits. Implementing one-click SOWs might save project managers a few hours a week - but when that time is multiplied by five or six departments, eventually you’ll be looking at saving a full-time employee’s worth of hours - or even more.

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Other benefits will be multiplied, too. Document automation reduces errors by pulling data directly from Salesforce, lowering the chance of costly mistakes. In a similar vein, it also increases compliance with internal policies, since employees aren’t inserting information themselves - protecting your org from top to bottom.

Using a single solution for document creation across departments also helps reduce the complexity of an org. When an admin/developer designs new processes for different departments, they’ll always be referencing the same objects/fields for any use case that calls for document automation. This also removes the need to train users on multiple different systems/user interfaces.

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Get More Value Out of Salesforce with Document Automation

Implementing document automation for Salesforce can also help you get more value out of your Salesforce investment by forging new ways of interacting with internal and external stakeholders.

The processes created with document generation will take different forms in different companies. For some, it’s the personal touch of an automated welcome letter when a new account is created. For others, it’s the reliability of a scheduled renewal contract always hitting the inbox on time.

Whatever the process, document generation is more than the docs it creates, much like Salesforce is more than the data it stores. Working together, they’re a platform for better, more scalable business practices that change your business relationships for the better.

Additionally, providing users with an easy way to generate the documents they need will create an advantage to using Salesforce and up your user adoption rates. The more Salesforce is used, the higher your ROI will be.

Double Your Benefits with Native Salesforce Apps

Salesforce document generators save time, reduce errors, and provide a platform for automation that can streamline your customer, prospect, and employee experiences. The benefits of implementing a document generation app add up quickly - but they add up even quicker when you opt for 100% native apps.

Native Salesforce apps like S-Docs are built entirely on the Salesforce platform. Among their many benefits, a few stand out among the rest. Native document generation apps for Salesforce give you:
Speed: Since they’re not interfacing with external servers, native document generators can create documents (even whole batches of them) in a fraction of the time it takes non-native alternatives
Security: Native document generators don’t send your data to third-party servers for document creation; it all happens within your Salesforce instance. That means that from a data security/technical architecture standpoint, native apps are compliant with most laws Salesforce complies with (GDPR, HIPAA, FedRAMP, etc.)
Ease of Use: Apps like S-Docs are purpose-built for Salesforce, so they mirror its look and feel. Admins can typically implement native apps much faster, and business users are able to learn how to use them quicker, since they already know Salesforce

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Document generation will always improve your Salesforce org and your business by extension. Native document generation allows you to leverage Salesforce’s enterprise-class infrastructure for optimal performance, speed, and user experience.

S-Docs: 100% Native Document Generation & E-Signature for Salesforce

S-Docs is a 100% native Salesforce app for automatically generating and e-signing documents in Salesforce. After building out a few templates and automating some routine documents, we’re confident you’ll wish you would’ve found us sooner.

S-Docs is a solution poised to transform your workflows - take a look at our customers page for ways we’ve already helped leading enterprises change the way they get work done.

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COVID-19 testing has been integral to keeping the world running - from helping sick individuals reduce the spread to making it safer to get back to the activities we’ve missed.

RPD Testing brought this critical function to Montréal, Canada in 2021. Their mission: Make it as easy as possible for their clients to get tested quickly, conveniently, and affordably.

As their rapid testing experience led to rapid growth, RPD Testing leveraged Salesforce and S-Docs document generation to streamline their customer interactions. Their vision, along with the right technology, has elicited overwhelmingly positive customer feedback - and made RPD Testing the largest rapid testing clinic in Montréal.

Background: How RPD Testing Works With Salesforce & S-Docs

To schedule a COVID-19 test, RPD Testing clients fill out a quick form online.

“Online appointments are fed directly to Salesforce in real time,” explained Kevin Me, co-founder at RPD Testing and former Lead Solution Engineer at Salesforce. “We also have a guided tablet experience that uses Flows to allow clients to create their appointments at the clinic.”

Check-in and testing typically take just two minutes. When results are entered into Salesforce, S-Docs auto-generates a test result certificate and emails it to the client - or prints it on-site, if preferred.

"It became apparent very quickly that S-Docs was the solution we needed based on its speed and native experience, which has made everything else so much more seamless."

“The certificate templates are all dynamic. Clients will receive documents with different verbiage automatically based on the type of test performed,” Kevin elaborated.

S-Docs allows RPD Testing employees to spend more time performing tests and delivering excellent customer service - and exceeds their clients’ expectations with lightning-fast results.

Faster & More Seamless: Why RPD Testing Chose S-Docs

As the leading supplier of travel-certified COVID-19 test result certificates in Montréal, RPD Testing needed a way to automatically create and send the documents to their clients without taking up their employees' valuable time.

“We tried a few different Salesforce document generation solutions, but most were unintuitive and difficult to use,” said Kevin. “Our goal is to get patients in and out in under two minutes. You can’t do that if you have to wait 20 seconds just for the app to load.”

Eventually, RPD Testing implemented S-Docs due to its faster processing speed and more intuitive user experience.

“Our customers are frequently surprised by how fast the entire process is. With Salesforce and S-Docs, their entire experience is streamlined.”

“S-Docs’s speed has been huge for us: it generates documents in a fraction of the time it took other apps,” said Kevin. “It was also much easier to implement. Even though I'm quite experienced with Salesforce, setting up other apps as a first-time user was incredibly complex. With S-Docs I was able to figure out everything by myself.”

In just a few hours, RPD testing was able to get their certificate templates built and automated for use in production.

“It became apparent very quickly that S-Docs was the solution we needed based on its speed and native experience, which has made everything else so much more seamless,” Kevin added.

Looking Ahead: How RPD Testing Will Continue Using S-Docs

RPD Testing has grown rapidly since its inception. The company is making plans for a second location and has recently formed partnerships with luxury hotels and other venues in Montréal to provide testing for larger group events. As they scale, they’re continuously looking to automate as much of the business as possible.

“We’re working on building S-Docs templates for itemized medical receipts now, so that clients won’t have to email or call for that information,” Kevin explained. “Customer satisfaction is our number one goal, and automation helps achieve that goal.”

Final Thoughts

RPD Testing has received overwhelmingly positive feedback from its clients due to its focus on fast, efficient service.

“Our customers are frequently surprised by how fast the entire process is. With Salesforce and S-Docs, their entire experience is streamlined,” said Kevin. “I rate S-Docs 5 stars because it’s faster than the competition, easier to use, and provides incredible customer support.”

For more information about S-Docs and how our 100% native document generation and e-signature solutions for Salesforce can help your business succeed, request a customized demo here.