Nintex partner RadixBay recently completed a project for a client to automate the creation and delivery of a large number of complex contractual and procedural documents directly from Salesforce.
The client’s short sales cycles, diverse customer base and wide range of hardware, software, and service bundles require their sales reps to quickly build, share, and deliver high-quality, customer-facing documents.
Senior RadixBay Salesforce consultant Ora Bransford provided a project overview, demoed Nintex Drawloop DocGen®’s document creation capabilities and discussed the lessons learned and implementation best practices.
You’ll learn how to instantly build and share documents with just a few clicks from directly within Salesforce. No coding, no more cutting and pasting, no more errors.
Senior Salesforce consultant, RadixBay
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