Category: Document Generation


Document Generation, Process Automation

End the Copy/Paste Horror Story

August 22, 2017, Author: Aaron Shook

The Plot If you’re like many of the businesses I’ve worked with or for, your organization spends an inordinate amount of time copying and pasting text from various sources into document templates. Need a proposal? Pull out the proposal template and copy/paste text from a bunch of sources into the […]

Digital Transformation, Document Generation, Workflow and Content Automation

10 Business Processes You Might Not Know You Can Automate

August 18, 2017, Author: Dan Barker

Let’s face it – everyone working in the corporate world has spent valuable time on mundane tasks they’d rather not perform. Whether it’s manually entering data at the end of a long day, or checking your email constantly to make sure you haven’t missed a message in an important thread, […]

Digital Transformation, Document Generation, Workflow and Content Automation

5 Paper-Based Business Processes Everyone Forgets About

August 11, 2017, Author: Kim Albrecht

One lesson businesses have learned in the last few years is that not much can come from a “sneaker net.” Shuffling paperwork and waiting on approvals wastes a lot of time and can cost businesses thousands of dollars each year. When business was predominantly done on paper, mailrooms used to […]

Best Practices, Document Generation, Workflow and Content Automation

10 Lessons Learned from 10 Years on the AppExchange

August 1, 2017, Author: Jim Roberson

In reflecting on the past decade on the AppExchange, we are in awe of the growth of the Salesforce platform and blessed to have joined the AppExchange. Who would have guessed growing from $500 million to more than $8 billion in revenue for Salesforce? All I can say is that […]

Document Generation, Process Automation, Workflow and Content Automation

Key Differences Between Digital Forms, Document Generation and Content Automation

July 27, 2017, Author: Ryan O'Leary

No company today exists as one piece. A company of any size works by combining smaller pieces, tasks or processes to achieve a common goal. In most cases, employees of larger companies don’t understand what every piece does or how smaller pieces fit together to create a cohesive solution. Digital […]