Cartelligent had a problem. The company was spending far too much money on basic software tools that did little to help their users automate thousands of documents, like quotes, service documents, and contracts they were producing each month in Salesforce.
The answer was automated document generation. But not just any document generation tool would work. Employees today have on average 10 different tools to use to do their job. They needed a solution that would work seamlessly within Salesforce, since the goal was to make their processes simpler and faster.
Document creation is an essential task in any organization. The processes around sales quotes, legal contracts, IT service documents, and other content still remains highly manual, with users expected to compile information from multiple sources into repetitive document templates. Manual processes like these often lead to wasted time, data silos, human errors, and non-compliance.
When deciding on a solution, these benefits can help you find the top option for quickly automating your document creation processes in Salesforce — and much more.
Creating useful and intelligent connections to data in Salesforce can be difficult for many document generation apps. Requiring code and technical resources to create complex queries decreases any organization’s time to value for configuring even the most basic of use cases.
Unlike other document generation solutions on the AppExchange, Nintex DocGen® for Salesforce (formerly Drawloop) takes a no-code-first approach.
Our easy-to-use interface for configuration and administration allows even newly anointed Salesforce admins or non-technical team members to implement a complete solution in minutes, not months. And it works well across all Salesforce environments, from Classic to Lighting, to Experience Cloud and even mobile.
You’ll need to think about which Salesforce environment your team members use. While most document generation solutions work well in Salesforce Classic, performance can suffer when it comes to implementing in other experiences. To do so, Salesforce administrators often create workarounds, requiring further coding and configuration – unless their DocGen solutions works across all Salesforce environments.
No one wants to lose their progress after days and weeks of work, so why should you have to start over after your software trial experience ends? Nintex’s in-app migration tool avoids lost work, meaning you can rest assured that all the processes you build within your test environment can transfer straight into your production environments.
By contrast, many other tools require complete reproduction of processes when you’re ready for implementation, resulting in more wasted time and potential for errors in replication.
Yes, the end result is a document, but what did that document have to go through to come into existence? Many times, there are drafts, approvals, reviews, etc., before the document or template is declared final. The Nintex Platform helps you manage, automate, and optimize every business process across your entire enterprise.
With Nintex Automation Cloud, you can connect advanced workflow, forms, and analytics capabilities to your Salesforce environment, complementing and extending any document centric process.
Nintex helps you reduce the administrative tasks of managing sales opportunities, which immediately improves your sales-to-cash cycles. Drag-and-drop interface makes it easy to create workflows that keep the sales process moving.
Workflows auto-assign tasks and trigger actions, alerts, and follow-ups, or create and automatically update Salesforce objects based on pre-configured conditions. At the click of a button, you can create proposals, statements of work, and complex contracts, then automatically route them for approval.
Let’s hear how automotive giants, Cartelligent, decided on Nintex DocGen for Salesforce.
After doing their research on suitable apps, they narrowed their search down to Nintex DocGen and Conga Composer.
Here’s what David Fidler, Director of Operations at Cartelligent, had to say on the final decision:
“Nintex DocGen outshined Conga on so many levels, one being the ability to simply tag fields and then merge data directly into our documents. We also appreciate how their user interface seamlessly integrated with Salesforce, streamlining the entire document generation process from start to finish.”
Cartelligent relies on Nintex to handle 90% of the company’s document generation tasks, saving thousands of dollars on annual licensing fees to third-party software tools, significantly improving their data integrity and compliance, and increasing productivity of all employees without having to add headcount.
Read why Salesforce views Nintex DocGen as one of the best apps on the AppExchange:
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- 6 Ways to Work Smarter with AppExchange
For 20 years, Nintex DocGen for Salesforce has been an essential tool for thousands of organizations to generate dynamic, data-driven documents at the click of a button within Salesforce.
Why settle for manual document creation processes? Get Nintex DocGen through the Salesforce AppExchange today and start seeing the ROI on your investment.