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The way that technology is progressing, it’s hard to remember a time when it was in its infancy. As of 2022, 91.69% of the world’s population has a mobile phone and 83.96% have a smartphone. There are officially more mobile connections throughout the world than there are people, specifically, 2.58 billion more. Technology is here to stay and has given us the ability to access what was previously unreachable. And over the past few years, employees have seen a shift in the working environment where having access to digitized documents is critical. The ability to access important documents anytime, anywhere has become easy but generating digital documents can often be a pain. Access Global Group has created a list with some of the most highly rated applications on Salesforce’s Appexchange to simplify the document creation process.
1. Nintex Drawloop DocGen
Nintex boasts ease of access with an application that can be utilized by any person, in any industry, regardless of their IT literacy. Users can manage access to documents based on stage or user permissions and eliminate human errors with pre-defined templates, ensuring legal and policy compliance. Auto-assign tasks, alerts and follow-ups to make sure nothing falls through the cracks.
2. S-Docs
S-Docs is 100% native to Salesforce, meaning that your sensitive customer data never leaves the Salesforce Cloud. Easily create and E-sign: quotes, invoices, proposals, statements, account summaries, contracts, reports and more! S-Docs’ highly customizable template options allows you to create professional & personalized documents and email templates in a matter of seconds, rather than hours.
3. SmartCOMM
Deliver more than just a document; SmartCOMM was built for a seamless user experience in Salesforce. Scale your conversation across multiple brands, multiple languages, and across multiple channels with a single template, removing the need for time intensive and expensive template management. Highlights include: intuitive decision mapping prompts, a simple drag and drop interface, and jurisdiction-based results. This application offers users the ability to create more complex documents with dynamic charts, graphs, and grids that update based on logic vs. complex business rules.
It doesn’t end with document generation. There are solutions for everything from productivity, communication, optimization, management and everything in between. Salesforce Appexchange has more than 4,000 listings, so we now have apps for seemingly everything and the ability to fully customize our lives. For more information on the best applications featured on Salesforce Appexchange, check out our free guide here.
