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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.
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:
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.
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.
Documents will be automatically populated with the correct info from Salesforce, freeing up their time.
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.
Legal teams will also enjoy Salesforce document generation.
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.
They’ll be able to automatically incorporate standardized clauses, terms, and conditions, ensuring compliance and minimizing legal risk.
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:
We’ll focus more on Salesforce documents that you can generate from its third-party integrations.
Here’s how it usually works:
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.
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:
If your main concern though is sales contracts management, integrating with Avokaado provides the additional benefits:
With Avokaado's Salesforce integration, you can create sales contracts and other legal documents quickly.
Here’s how to start (no coding required):
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.
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.
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."
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.
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.
Salesforce document creation allows you to automatically generate documents within the Salesforce platform, eliminating the need for manual creation in separate programs.
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.
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.
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
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.
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.
Avokaado combines documents, data, and automated workflows under one streamlined Operational Intelligence Platform to drive revenue growth and achieve compliance on autopilot. Want to replace your manual processes and legacy systems with AI-driven, smart document flows?
Book a demo