Salesforce’s report claims that 72% of the time, your sales team isn’t selling.
In an 8-hour shift, SDRs could be spending 6+ hours drafting proposals, writing emails, digging prospect data, attending meetings and updating the CRM.
Here’s the good news – Salesforce users have the advantage of powering up sales efficiency using Salesforce document creation integrations.
So let’s go into the details about this solution.
What is Salesforce document creation?
Salesforce document creation, also Salesforce document generation, is the automated process of generating professional documents and contracts directly from your Salesforce data.
This eliminates the need for your sales team to manually create sales-related documents in separate programs like Microsoft Word or Google Docs.
There are two ways to do it:
- Using Salesforce built-in tools like Salesforce CPQ to generate accurate quotes, proposals, and agreements by pulling data from Salesforce records.
- Integrating Salesforce into document management systems to leverage advanced document generation, collaboration, and lifecycle management
Who benefits from Salesforce document creation?
You'll see a significant increase in productivity and efficiency for your sales and legal teams when you streamline document-related processes, increase data accuracy, and streamline document-related workflows.
For the sales team
Document generation in Salesforce will give them:
Your sales reps can whip up professional documents like proposals, quotes, and sales contracts in a few clicks using the data already in Salesforce.
- Accuracy and productivity boost
Documents will be automatically populated with the correct info from Salesforce, freeing up their time.
- More selling, less administrative work
Creating sales documents won’t be time-consuming if they can do document creation within their existing workflows. They’ll have more time building relationships with high-value prospects.
For the legal team
Legal teams will also enjoy Salesforce document generation.
- Efficiency & faster approvals
Legal teams can review and approve contracts more efficiently, leading to faster deal cycles and improved client satisfaction.
Legal teams spend a significant amount of time reviewing and revising contracts drafted by sales reps. The pre-approved templates will minimize this.
- Compliance and risk mitigation
They’ll be able to automatically incorporate standardized clauses, terms, and conditions, ensuring compliance and minimizing legal risk.
What kind of documents can be created in Salesforce?
You’ll be happy to know that Salesforce lets you create many sales-related documents, such as proposals, sales contracts, invoices, and quotes. Its native document generation tool, Salesforce CPQ, enables your reps to configure, price, and quote directly from the CRM.
However, you’ll see the true magic of Salesforce document creation come alive when it’s partnered with other tools.
Integrating it with a contract lifecycle management tool like Avokaado lets you create any sales contracts, agreements, and documents — in just minutes.
Salesforce integrations lets you create other sales-related documents such as:
- forms
- emails
- support tickets
- financial statements
- reports
How does Salesforce document generation work?
We’ll focus more on Salesforce documents that you can generate from its third-party integrations.
Here’s how it usually works:
- If the integrated tool doesn't offer pre-built templates, it’s usually the legal team that creates them. Standard legal clauses and formatting are included in these templates, but specific deal details are left blank. You’ll be the one to supply those.
- The templates are then connected to the Salesforce database. This allows them to pull information directly from Salesforce records, such as customer names, product details, and pricing.
- The sales reps then initiate the document generation process. Salesforce automatically populates the pre-built template with specific data from the selected record.
- The sales representative can now review the generated document for accuracy. Once happy, they can download the document, send it for e-signatures, or initiate a workflow for further approvals.
Good to know: If you’re in for a smarter and more efficient workflow in generating sales contracts, integrating Salesforce with Avokaado CLM is the way to go. It’s your one-stop solution for automating document creation and contract lifecycle management directly from Salesforce.
Benefits of Salesforce document management
If you use Salesforce CRM to generate documents, you might as well leverage it for sales document management. The Salesforce Files Home lets users upload, store, find, follow, share, and collaborate while Salesforce CRM Content functions as a content management system for sharing and organizing content or documents within Salesforce.
Salesforce can provide a number of benefits when integrated with a tool dedicated to document management, such as:
- Advanced document generation features beyond what's natively available in Salesforce
- Audit trails, access controls, and secure e-signature capabilities for easy compliance with regulatory requirements
- Support for complex document requirements, high volumes of documents, and customizations needed for specific business processes
If your main concern though is sales contracts management, integrating with Avokaado provides the additional benefits:
- Faster workflow using pre-built sales contract templates. Avokaado has libraries of ready-made templates for sales documents including non-disclosure agreements (NDAs) and master service agreements (MSAs).
- Double-data entry becomes a thing of the past. The document templates within Avokaado CLM are designed to pull data directly from the relevant Salesforce objects and records.
- Automated work. Sales teams can just focus on closing deals rather than chasing contracts. They can also set up queue-based workflows for approving and signing documents
Start creating documents from data in Salesforce
With Avokaado's Salesforce integration, you can create sales contracts and other legal documents quickly.
Here’s how to start (no coding required):
- Establish the connection.
To begin, navigate to the Settings tab within Avokaado. Connect Avokaado to your Salesforce account to set up Salesforce integration. Once verified, the connection status should display "Callable," indicating successful setup.
- Create a new configuration.
It's time to configure how Avokaado interacts with your Salesforce data. From the Integrations tab, click on "Configure" to access the configurations page. Click the "Create new" button to initiate the creation of a new configuration.
- Configure your integration.
Configuration begins with selecting an Avokaado template. After selecting the template, you'll be greeted with the configuration's general settings page.
Here, you can assign a name to your configuration, change the template if needed, and activate the configuration. A crucial aspect of the Salesforce integration is defining the connected object as either "Opportunity" or "Account."
- Map fields for seamless data flow.
Within your configuration settings, there is a tab called "Field Mapping." This section displays all the fields from your chosen template that can be mapped. The data from the chosen Salesforce fields will then be pulled into the corresponding fields.
- Set up automatic document creation.
Want to enable automatic document generation based on specific triggers within Salesforce? To activate this feature, navigate to the "Automatic Trigger" tab.
Here, you can automatically create a document when an Opportunity or Account reaches a particular status. You can choose from options like "Every Hour," "Four Hours," or "24 Hours", depending on how often you’d like Avokaado to check the designated Salesforce field.
Frequently asked questions
1. What is Salesforce document creation?
Salesforce document creation allows you to automatically generate documents within the Salesforce platform, eliminating the need for manual creation in separate programs.
2. What are the benefits of Salesforce document creation?
It eliminates manual work for both sales and legal teams. It speeds up document creation, reduces errors, and fosters collaboration, leading to faster deal cycles and happier customers.
3. What types of documents can be created with Salesforce document generation?
There are many to choose from! You can create proposals, quotes, contracts, and invoices. It may also be possible to create other types of sales documents depending on what tool you integrate Salesforce with.
4. Are there any limitations to Salesforce document generation?
Unfortunately, yes. Like for sales contracts, there’s no native e-signature support. Users need to integrate third-party e-signature solutions for signing contracts and documents
5. Can I integrate Salesforce with document management solutions?
Yes, Salesforce can be integrated with document management systems like Avokaado for end-to-end sales contracts management. As a result, contract lifecycle management can be streamlined and optimized from initial document generation through final execution and ongoing management.
Say goodbye to manual document creation
Salesforce is a powerful CRM, but manual document creation can slow down your sales process and frustrate sales and legal teams.
The good news? Integrating Salesforce with a document generation tool like Avokaado eliminates repetitive tasks, minimizes errors, and fosters seamless collaboration.
Imagine generating proposals, contracts, and invoices directly from your Salesforce data. This would free up your sales reps to focus on closing deals and empower legal teams to work smarter.
The result? Faster deal cycles, improved accuracy, and a happier, more productive team. Stop wasting time – unlock the full potential of Salesforce document generation with Avokaado and watch your sales soar!
Need a more targeted approach to streamlining the entire sales contract lifecycle? Integrate your Salesforce with Avokaado today. Book a demo to learn how Avokaado can help you automate your document managements workflows.
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