Salesforce App Document Generation Overview

What's in This Article

This article walks you through the following steps after you download the Salesforce App.

• Notarize with Proof & Salesforce: Document Generation
• Adding Notarize with Proof Designations to your Document Templates
• Commonly used applications for Salesforce Document Generation
• Additional Documentation

🎯Primary Audience: Proof for Business

Notarize with Proof & Salesforce: Document Generation

Once you have implemented the Notarize with Proof Salesforce App, implementing a Salesforce document generation tool is the next step in automating your document signing process. The Salesforce document generation tool allows you to generate POAs, leasing documents, contracts, and more within Salesforce. You can use Salesforce data to prefill your documents, improving the signer experience and reducing errors.

Adding Notarize with Proof Flags to your Document Templates

After you decide on a solution for document generation, you can optionally implement White Text Tags in your document templates, which allows you to generate documents prefilled with customer information from Salesforce that includes pre-placed signer/notary fields. This makes the signing process as easy as a single click once connected with a notary! 

For more information on enabling White Text Tags in your Proof account, contact your customer success manager or support@proof.com.

Commonly Used Applications for Salesforce Document Generation

CONGA COMPOSER

Website: https://conga.com/products/conga-composer

AppExchange Listing: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016b7FEAQ

Free Trial: Yes

Description: With Conga Composer, easily create beautiful and accurate digital documents using pre-built or customized templates automatically populated with data from Salesforce. Send consistent and personalized documents that elevate your brand and delight your customers.

NINTEX DRAWLOOP DOCGEN

Website: https://www.nintex.com/using-nintex/salesforce/

Pricing: https://www.nintex.com/pricing/salesforce/

AppExchange Listing: https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016Zn3EAE

Free Trial: Yes

Description: Nintex Drawloop DocGen® makes it easy for anyone to automate the creation of mission-critical documents—regardless of technical prowess or IT availability. Quotes, proposals, NDAs, order forms, contracts, and invoices—are just a few clicks away.

FORMSTACK DOCUMENTS

Website: https://www.formstack.com/salesforce

Pricing: https://www.formstack.com/pricing/salesforce

AppExchange Listing: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B53bmEAB

Free Trial: Yes

Description: Formstack Documents automates your document generation so your sales team can easily generate contracts and proposals. Merge Salesforce data into documents and speed up your time to close by, never copying and pasting data or contact information again!

DRIVE CONNECT

Website: https://driveconnect.me/

Pricing: https://driveconnect.me/pricing/

AppExchange Listing: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMlVWUA1

Free Trial: Yes

Description: Drive Connect is the simplest way to link Google Drive files to Salesforce records and generate Google Docs for your proposals, quotes, contracts, and invoices from Salesforce data. Start your free 14-day trial today with no credit card required.

Additional Documentation

• Notarize with Proof ~ Salesforce Installation and Configuration Guide
• Notarize with Proof ~ Salesforce App User Guide

© 2023-2024 Notarize, Inc. (dba Proof.com) All Rights Reserved.