Salesforce & connected automation
From customer data to documents and signatures
Reduce repeated data entry and bring document preparation, approval and signing into a clearer workflow.
Document Automation & eSignature
Spend less time moving information between documents
Quotes, proposals and contracts often depend on copying information, choosing the right template and chasing the next step. We help connect those activities so documents use the right data and teams can follow their progress.
Practical support
What we can help with
- Document templates and generation from CRM information.
- Conditional content and suitable document rules.
- Approval and eSignature workflows.
- Connections to Salesforce records and status updates.
- Testing, documentation and handover.
Relevant tools: DocuSign and Conga, using the products and licences appropriate to the requirement.
Bringing it together
A simpler document journey
Before: information is copied into a document, sent for approval, forwarded for signature and updated manually in the CRM.
With a connected workflow: agreed CRM data populates the document, the next steps follow the defined process, and relevant status information returns to the customer record.
- CRM data
- Document
- Approval
- Signature
This is an illustrative workflow; the actual solution is scoped to your systems and document requirements.
Illustrative example. The actual workflow is shaped around your systems and requirements.
Before we begin
Common questions
Every project starts with understanding what you need.
Can documents use information already in Salesforce?
Yes, where the selected solution supports the required data and access model.
Can document content change based on the record?
Suitable template rules can be defined and tested against your use cases.
Can you improve an existing document process?
Yes. We can review the workflow, templates and integrations before agreeing improvements.