Go through our webinar on how to create, approve, send & eSign Documents within Salesforce with XfilesPro DocuPrime and enhance your auto document generation experience. To know more, please get in touch with us at sales@xfilespro.com

1. Hey.. I am Captain FiDo
Welcome to the Webinar

2. Live Webinar
Create, Approve, Send, & eSign Documents
within Salesforce
Deeshna C
Consultant, Products
Shreshth Tiwari
Lead Consultant, Products

5. Key Takeaways
● The Benefits of Auto Document Generation in Salesforce
● XfilesPro DocuPrime : The #1 Doc Gen App for Salesforce
● What Makes XfilesPro Stand Out?
● Q&A
● Scaling Success for Industry Players: Success Stories
● Challenges in Manual Document Generation

6. Challenges in Manual Document Generation
Time
Consumption
Manual
Errors
Loss of Productivity
& Efficiency
Lack of
Standardization
Limited
Scalability
Compliance
Integration &
Data Consistency

7. Benefits of Auto Document Generation in Salesforce
Consistent Document Creation
05
Compliance Adherence
04
Reduced Time
03
Streamlined Workflow
02
Error-free Documents
01

8. XfilesPro DocuPrime: Automated Document Generation for Salesforce
100%
Native
Fast,
Consistent
& Accurate
Intuitive &
Customizable
Templates

9. What Makes XfilesPro DocuPrime Stand Out?
Easy & Frictionless
● Automated or Manual
● Single or Bulk
● Fetch Data from Multiple Objects
● Any Type & Any Size
Automation
● Choose Templates from the Library
● Customize the Way You Want
● Build Your Template
● Template Versioning
● Auto Data Population
Secure
● Document View & Access Control
● Choose Visibility of Sections for
the Created Documents
● Maintain Compliance
100% Control
● Add Images & Logos
● Create Own Business Flow
● Use Different Fonts & Colors
● Use 3rd-party eSigns

10. Professional Services HR & Recruitment
Financial Real Estate
Vendor & Supplier Sales
Legal & Compliance Project & Delivery
Lawyer, CA, CFO, CS
Offer Letter, Increment Letter,
Experience Letter
MSA, NDA
MSA, NDA, Contract, Quote,
Order
Invoice, Demand Note,
Payment Receipt
Demand Letter, Construction
Agreement, Receipt
Directors Report, Notices,
Secretarial Notes, Audit Docs,
Board Resolution
RFP, RFI, SOW, Proposal
A Solution for Varied Industries

11. Scaling Success for
Industry Players

12. Challenges
● Vendor/Partner
Document Management
● NDA, Brand Guidelines,
On-boarding
● Customized Document
Generation
● Access Control
Use Case : World’s Biggest Entertainment Industry Player
Solutions
● Automated Document
Generation Process
● Customizable Templates
● Auto Data Population
● Visibility Control
Outcome
● 2X Faster Document
Generation
● Faster Vendor
On-boarding

13. Challenges
● 1000+ Prospects Everyday
● Bulk Document
Generation
● Different Document
Types
● Consistent Documents
Use Case : Leading Insurance Service Provider
Solutions
● Automated Bulk
Document Generation
● Pre-built Templates
● Customizable Templates
● View & Access Control
Outcome
● 60% Reduced Time in
Document Generation
● 2X Better Lead Pipeline

14. Auto Store Documents in Your Preferred External Storage

15. Q&A

16. THANK YOU
To Know more about XfilesPro,
Please get in touch with us.
sales@xfilespro.com