Generate and automate mission-critical documents – all from within your Salesforce environment
Not all document automation apps for Salesforce are created equally.
Automating the creation of documents like contracts, case files, permits. and other applications is critical for the sustained success of organisations and government agencies.
While there are many options on the market today for automating the generation of documents in Salesforce, each solution varies greatly in features and functions. In fact, many DocGen® apps available in the Salesforce AppExchange provide limited capabilities using an HTML editor to build desired templates.
In this webinar, we’ll explore the benefits and drawbacks of an HTML editing approach and compare it to solutions that leverage common document creation and editing products like Microsoft Word. We also examine use cases that extend beyond basic ‘mail merge’ and look at more advanced scenarios where an enterprise, defense-grade DocGen® solution is required.
Join Nintex experts Marcus Platt and Vivian Woo for our deep dive webinar, who will demonstrate the ease and power of Nintex Drawloop® for Salesforce, the only DocGen® app that is certified, flexible, scalable, and affordable. They will also go through a real-world Sales Operations example and show you how you can transform lead to cash on Salesforce with Nintex.
View on-demand now to learn why commercial and public-sector organisations around the world standardise on Nintex Drawloop®.
