DocGen for Salesforce Workshop

Systems

DocGen for Salesforce Workshop

Date:
May 22, 2024
Time:
10:30 pm
 EST
Where:
Online

Event Details

Make it easy for anyone—technical and non-technical team members—to automate the creation of any documents.

We’ve helped leading organisations like Yamaha, Cartelligent, and TLC for Kids Australia, conquer manual, paper-based processes by automating document-centric processes.

Integrate any data point

Sync your Salesforce instance with the Nintex DocGen platform to automatically populate the contents of your documents with the record or field of your choice.

Create any document
Improve compliance and consistency across your sales organization with templates to easily generate quotes, proposals, NDAs, contracts, invoices, and more.

Send through any delivery method
Instantly share documents with contacts through one automated workflow and even collect signatures.

Join this interactive workshop and produce your first document automation. We’ll highlight some quick wins and show how easy it is to generate contracts, proposals, and invoices, all within the familiar Salesforce environment.

Register Here

Partner Event Link →
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"I have met more diverse RevOps professionals in this community than I ever expected. I love having a community of peers to exchange ideas with and get guidance from as well."

Robert Gammon, Revenue Operations Leader @ Cortado Group

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You're in good company 🚀

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Meet a Few of Your Fellow Community Members

Join our global community, buckle up and enjoy the ride!

Zachary Dammann, Revenue Operations Analyst @ Lattice

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Jenna Hanington, SVP of Revenue Operations @ Experity

Merry Keane, Revenue Operations Manager @ CallTrackingMetrics

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