Automating the creation of documents like contracts, case files, permits, and other applications is critical for the sustained success of organizations 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.
Watch our on-demand webinar where Nintex field consultants share the benefits of Nintex Drawloop including best practices and tips and tricks.
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