On this Blog – we’ve talked about Salesforce Document Generation a lot. As its name suggests – the process involves creating automated, Template-based documents with Salesforce data. In this article today, the Tools used for Document Generation in Salesforce are under consideration.
Specifically – you’ll learn about Document generation in Salesforce, along with Tools’ description, examples, comparison, pricing information, and Use Cases.
Also – we’re going to address Frequently Asked Questions (FAQs) at the end – helping users quickly understand Topic’s context, surrounding FAQs, and next STEPS to proceed with Salesforce Document Generation.
So – let’s start without further ado and learn how Document Generation works in Salesforce.
Introduction to Salesforce
Note: Without a Salesforce account – you can’t proceed to the Integration or using a no-code Tool in the Salesforce environment.
Salesforce – as its name suggests, provides a suite of Tools for efficiently managing Customer Relationships.
In simple words, managing a company’s sales, automation, marketing, quotes, proposals, and agreements – fall under Salesforce’s capabilities.
Salesforce is a Feature-rich infrastructure. It provides integration with 3rd party Tools, such as ones used to create Online Forms. By integrating Salesforce with no-code Apps for various purposes, such as document generation, Forms creation, and surveys – Salesforce can come up with cracking wonders for industries, businesses, and companies of all sizes.
What is Document Generation in Salesforce?
In simple words – the process of generating Documents within Salesforce platform – refers to Salesforce Document Generation.
For example – by using Salesforce’s integration features with 3rd party no-code Applications, along with its Data – generating PDF, proposals, agreements, or automated Invoices refers to the Document Generation in Salesforce.
Salesforce Document Generation helps companies generate Documents with automation, repeated Templates, and Forms’ data. The process is seamless, automated, and happens on the go.
Introduction to Salesforce Document Generation Tools
As described earlier – Salesforce supports 3rd party integration with Tools used for various purposes. In this case – the Tools used for generating Documents in Salesforce refers to Salesforce Document Generation Tools.
SDG Tools are used for a variety of purposes in Salesforce.
For example – Tools used for DC help users map Form Fields with point-and-click options. When done, generating Documents with Forms’ data becomes an enjoyable routine with automation.
In this case – AppExchange hosts 3rd party Tools for various Salesforce workflows – from document generation to creating Online Forms and Surveys. The Tools providing no-code approach are called no-code, low-code, or point-and-click Tools – helping Salesforce users create complex workflows without learning how to code.
Examples of Salesforce Document Generation Tools
Let’s address No-Code Tools used for Document generation in Salesforce.
Titan DXP – Helps users simplify Salesforce document generation. By using its no-code, low-code, and point-and-click features – creating, storing, or managing Salesforce documents becomes seamless.
DocuSign – Makes users able to create Salesforce agreements and documents. Its cutting-edge features are geared towards creating, signing, and managing Salesforce agreements.
Conga Composer – Helps users experience Document generation within Salesforce – pre-installed. The Tools enables users to compose and collect data from various documents.
Formstack – Helps users manage files with integration by storage platforms. Its feature-rich interface helps users organize files with Tags – making Things searchable across the platform.
S-Docs – The Tools is native to Salesforce and helps users generate Documents in Salesforce. It also helps users email and e-Sign documents with seamless workflows.
Comparison: Document Generation Tools for Salesforce
Let’s describe keen points about Salesforce Document Generation and address if a Tool is providing or missing the required features for Salesforce users. Here – the features are described in respect with Document Generation.
Titan DXP – Salesforce Integration, Automation, No-Code design, Security, supports Use Cases for various Industries and Niches, Push and Pull Salesforce data, Interactive interface, repeat Tasks automation, and Access permissions
DocuSign – e-Signatures, collaborations, Integrations, automations for Documents such as Agreements, supports multiple languages, multiple Industries and Niches, flexible pricing plans, no-code functionality, supports plans for various business sizes, and Use Cases
Conga Composer – Document presentation, delivery of generated Documents on the go, e-Signatures, File storage, notifications, Tracking, Demo available, Glossary, quick support, partnerships, dedicated knowledge base for learners, and History
Formstack – Workflow automation, graphical representation, automation with 250+ Integrations, no-code interface, control over data, data capturing, e-Signatures collection, Templates, chat support, academy for learners, partner program, and Android application
S-Docs – 100% native to Salesforce, supports Tools for various Industries and Niches, e-Signatures, Academy for learners, Demo Trial available, partners, Lightning fast, enhanced security, Videos for learners, native-specific Features, available on AppExchange directory
Note: Users are advised to see the Tools’ official resource for more information on custom development, how to get started, and live chat support if required before purchase. The point is to keep a balance between requirements and budget.
Pricing information of SDC Tools
We need to address Two aspects of Document generating Tools for Salesforce – when it comes to describing Pricing details.
- Native Tools for Document Generation in Salesforce
- Non-native (3rd party Tools) for Salesforce Document Generation
In some case – the nature of a Tool can affect its pricing for users. Let’s address more detail without further ado.
As described above – Titan DXP, as a low-code interface for Salesforce Workflows, charges various pricing plans for its products. In this case – Titan DXP provides various products; from document generation to Forms and Surveys. For more information on pricing, see their pricing page.
In the same manner – Formstack is a Tool That helps Salesforce users create custom workflow automation(s). Its pricing starts at $50/month for Forms.
Similarly – you shouldn’t overlook S-Docs – helping you create Salesforce workflows as a native Tool. By using its features, you can create, send, and e-Sign digital documents. See its pricing page for more information on plans – which starts at @20/month for a single user. S-Docs claims to be the Tool That is 100% native to Salesforce.
On the other hand – Conga Composer and DocuSign start at $20/moth per user and $10/month for personal use – respectively. Both the Tools provide seamless workflows, automation, and no-code interface for creating custom Salesforce workflows.
Note: If a Tool is available on the AppExchange Directory, you can see its pricing information on the official resource page. On the other hand – many Tools (3rd party) are only available on the official resources. In this case, see their pricing page for more information.
Use Cases of SDG Tools
Let’s address the Use Cases of Document Generation Tools for Salesforce.
- Tools can help users generate and store Documents on the go. In this case, integration with storage capabilities are provided or delivery options via Email. Further – users can automate Document e-Signatures, sending, and approvals.
- Template-based automation helps users repeat document generation workflows That require similar presentation, automation, and Document design. For example – sales invoices are created via Template-based automation, including putting similar information on document, while changing buyers’ information each Time a document or invoice is created after a purchase process – on the go.
- Real-Time monitoring is possible with Document Generation Tools for Salesforce. For example – let’s consider an example of Titan DXP – helping users track e-Signing workflows without additional measures in place. The users involved in a process can see, track, get notifications, and follow along the process, from start to finish.
- Pre-sales proposals are created once a user fills out a quotation Form. In this case – the reports, quotes, or post-contact follow-ups are generated with Document generating Tools. Here – once the document is created and sent; automatically – the prospects are follow-up several Times if no response is heard in the coming few days of contact.
- Bi-directional data communication is performed by Document generating Tool for Salesforce. For example – by using no-code functionality, users can map Fields, create Documents, and perform multiple workflows without using Tools That require coding expertise. The whole process, from start to finish is handled, controlled, and managed by a Document generation Tool in Salesforce infrastructure.
- Access Logs help users manage process activities. The feature is provided by Document Generation Tools for users who are looking to streamline their document generating activities in Salesforce platform.
- Real-Time Responsiveness is the Feature counted under cutting-edge functionality of Document generating Tools for Salesforce. In this case – once the process is initiated, admins can track, change, or follow along till the process finishes.
Note: If you want to see more information on how to use Salesforce Document Generating Tools in various manners, see the Tools’ official resource page on AppExchange directory.
Professional Tips
- Salesforce Document Generation is not limited to specific File Types. Instead, depending on a 3rd party No-Code interface – you can create a variety of Documents, such as PDF, Word Documents, Proposals, Quotes, and Agreements.
- Depending on a 3rd party Application; mapping Form Fields leading to the Document generation is seamless with point-and-click interface.
- Once Salesforce documents are generated, storing Files is possible with a 3rd party integration. For example – if a 3rd party no-code application provides Hosting Files feature – better. Otherwise – integration with a storage platform may serve your business well.
- Once a Document is created – you can perform various maneuvers. For example – editing, storing, sending via Email, or merging of various Files is possible. In this case – Salesforce’s native features, along with 3rd party Tool’s options help users create, handle, and manage File Management workflows.
- Reading data from Objects, as well as writing to an Object is quick, easy, and seamless while you’re generating Documents in Salesforce. Although, There is no limit on the number of Objects, the suite of Tools a 3rd party no-code interface provides may affect your business’ performance regarding OBJECTS.
- If you want interactive Documents, inserting media, Form values, or Field mapping is possible. In this case, the documents created with rich Features best serve user’s intent.
Final Thoughts
In this resource – you’ve learned how Document Generation Tools work in Salesforce. The use cases help you better understand the implications of Document Tools.
We also briefly described the Tools used for Document Generation in Salesforce, including Titan DXP, DocuSign, Conga Composer, Formstack, and S-Docs.
To get started – you should have consulted official resource for no-code applications, along with information on how to perform no-code integration with Salesforce. Once completed – using point-and-click options help you quickly build Workflows for generating Salesforce documents with Forms’ data, such as Word Documents, PDF, or automated invoices.
For more information on Salesforce, no-code platforms, and 3rd party Salesforce integration(s) – read more on our Blog.
Frequently Asked Questions (FAQs)
Frequently Asked Questions (FAQs) help users quickly understand the subject of Document Generation in Salesforce. In this case – beginners can straight away skip to FAQs section and learn how Things in Salesforce work.
If you need to get more information or ask specific questions regarding Salesforce Document Generation, you can leave a comment in the Comment section. However – the following FAQs will cover most of the doubts you’re asking about Salesforce and Document Generation.
So – let’s proceed and address more detail about how Things work in Salesforce, integration, and Document Generation.
What is Salesforce?
The Salesforce infrastructure helps companies manage Customers at scale. In this case, a variety of Tools streamline business workflows – from generating automated Documents to creating Feature-rich, Dynamic Forms.
Salesforce also provides 3rd party integration. For example – if a Tool helps you improve business workflows with point-and-click options, Salesforce has got you covered with no-code integration – helping you do Things without learning how to code.
What is meant by Document Generation in Salesforce?
In Salesforce, document generation is the process of creating automated Documents in Salesforce infrastructure.
Once you’ve created a Document, by using a no-code application, along with Salesforce Integration – you can store, merge, or send documents on the go. The entire process goes along no-code applications, Salesforce workflows, and automation. For more information on how Salesforce works in Real World – refer to its official resource.
What are Document Generation Tools?
The no-code Salesforce Apps That help you streamline Document generation in Salesforce are called Document Generation Tools.
For example – Titan DXP helps users perform Salesforce Integration, along with generating Salesforce documents on the go. In this case – Titan DXP is an example of Salesforce Tools for Document Generation and provides a no-code, point-and-click, seamless interface for beginners, as well as advanced users of Salesforce.
Can you define No-Code platforms for Salesforce?
Specifically – No-Code applications, such as S-Docs, Titan DXP, and Formstack help users do Salesforce workflows without learning how to code.
In this case – AppExchange is the Salesforce official resource for Applications – helping you perform integration, Salesforce workflows, and no-code custom development.
What is Salesforce Integration?
Salesforce Integration refers to connecting Salesforce platform with other Apps. For example – in order to send and receive data across various Apps, you need to do Salesforce Integration first.
In this case – no-code platforms help users integrate 3rd party services with Salesforce – without learning or involving coding standards. Once performed, using 3rd party services, Apps, or infrastructures with Salesforce help users increase performance.
What are some of the Use Cases of Document Generation in Salesforce?
Companies use Document Generation to create automated invoices, agreements, quotes, and proposals. In order to manage customers at scale, automated generation of Documents in Salesforce is undeniable.
In this case – No-code applications with Salesforce integration – not only generation of Documents, such as Word Documents, PDF, or proposals- but also help users send, store, and e-Sign digital documents on the go – without learning how to code.
How much do Document Generation (no-code) Tools cost?
The cost of No Code applications for Document Generation varies for many Factors involved – such as Tools, features, number of integrations, or number of Objects you can read or write data in the Salesforce infrastructure.
However – on the AppExchange official page of a platform, you can see the pricing data for a no-code application. In this case, most of the Apps provide free Trials – too.
What is Template-based automation in Document Generation Tools?
Template-based automation helps users generate similar documents using Salesforce Templates, along with automation features. For example – e-Stores need to create and send automated Invoices using data obtained from the purchase Form.
In this case, each Time an invoice is created; a Template ensures the formation, design, and creation of invoices while keeping customers’ data dynamic – as filled out in the sales Form. In this case – the whole process is referred to the Template-based automation in Salesforce and contains Salesforce integration, Templates, and a no-code application in most cases.
How to get started using no-Code platforms, Salesforce, and Document Generation as a Beginner?
You can start from asking for a Demo Trial – such as one provided on the official pages of Document Generating Tools.
Of course – you can’t start if you don’t know how to use a no code application, Salesforce, and perform Salesforce integration. In this case – no-code applications help users do Things without learning how to code. In the same manner, once a low-code platform is integrated with Salesforce, you can feel, use, and manage Salesforce’s workflows with no-code functionality. In the same manner – document generation is performed using a variety of manners and requirements, including a Form That collects data, Form Field mapping That helps users send data to the resulted documents, and automation-based Features That create the resultant documents in Salesforce.
What is Bi-Directional data communication in Document Generation Tools for Salesforce?
Once a no-code application is integrated with Salesforce – users can perform automation(s) That consist of Bi-directional data communication on the Go.
In this case – Bi-Directional means communication of data between Salesforce objects and data notes. In simple words, users can read data from Salesforce objects as well as write data to the Objects without learning how to cope with coding scenarios.
What else we can do once a Document is generated?
Once a Document is generated – you can send it via Email or provide with a Download Link; however depends on what features the Platform provides to you.
In this case – you can also merge, edit, or include the document in a new workflow, such as e-Signing workflow. The whole process is handled by Salesforce, Integration features, and a no-code application you’re using for custom workflows. Once a document is created, post-generation workflows can be monitored as well, such as e-Signing activities in Salesforce.
If you’re aiming at achieving a specific customization, make sure you have checked a platform’s features before initiating Document generation in Salesforce.
Do Native Tools are different from Non-native no-code applications for Salesforce workflows?
In functionality – there is no different; however providing different sets of features. In this case – as you may have understood the difference between Native and non-Native Tools, both perform similar operations in different perspectives.
Native Tools however, are more powerful as work native in Salesforce platform, unlike the non-Native Tools for Document generation. In this case – unlike Native Tools, non-Native platforms may need separate integration with Salesforce platform.
What if you need to track a workflow’s status in Real-Time in Salesforce?
When a custom workflow is initiated, such as e-Signing documents after creation – users can track the performance, progress, and notifications of the process. In this case – the Tools you’re using perform well.
For example – while you’re e-Signing digital documents, admins can track which users need to e-Sign the document, which users have already signed, and which users need to see the document’s notifications. In this case – the document is sent automatically to the signers.
How to use a Tool’s Demo Trial as a Beginner and how to obtain one?
On the official resource – you can see if a Tool provides a Demo Trial. In most case – you can ask for a demo Trial to proceed.
For example – the Tools you see on AppExchange Directory provide Demo versions. You can also request for a Demo on the official website, such as Titan DXP provides one. Once completed, you can learn or proceed with information on the official resources of the Tool, helping you learn how to use specific no-code functionality.