Ebook

Document Automation for Salesforce

Document Automation for Salesforce

Pages 4 Pages

Nintex DocGen for Salesforce automates the creation and delivery of quotes, contracts, invoices, and more—directly within Salesforce. It boosts sales productivity, reduces turnaround times, and minimizes compliance risk by eliminating manual tasks and errors. Users can generate accurate, personalized documents using Salesforce data and pre-built templates, all without writing code. With flexible delivery options and dynamic data merging, documents can be triggered on demand or scheduled. Customers report a 37% productivity increase, 50% faster proposals, and a 90-day ROI—making DocGen a powerful tool for driving efficiency and revenue growth.

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