You should be able to achieve high quality design when creating documents for customers.
If you are involved in Salesforce document generation, then you will have experienced some challenges. Do you recognise any of these?
We want to remove them so you can aim high.
What problems?
Getting started with a document generation tool is easy. Finishing is not. You learn that completing a template with all its data merged takes a day or two.
You spend that time tweaking the layout, applying conditions, finding and mapping Salesforce fields. And you do all of it while collaborating with colleagues.
Every time you want to see your work, you generate and wait. Then you do it again for the next data variation, and again for the next template. You realise that the dozens of templates you need are going to take a lot of work.
You know from experience that users don’t know what they want until they see it. Slow processes discourage you from trying different variations, so you stop exploring alternatives. You just want it done. This frustration erodes your ambition for great branding and design.
And it’s not fun. Creativity and design should be fun.
Can this be fixed?
We built the Nextdoc template editor so you can aim high. The preview streams as you make changes. There is no generate step, so there is no need to wait.
Each change streams to the preview in about 2 seconds. A day or two’s work can be done in an afternoon. You have time to try design variations.
You can create documents that the sales and marketing teams are proud to deliver.
Contact us for a demo. Here’s what happens:
- We agree on a document you already send to customers
- We build the template and deploy it to a scratch org. No org access or sample data required.
- You change data in the org and watch the stream update.