Document Generation & Creation with Salesforce Data

Document Generation & Creation with Salesforce Data

Create contract, quote, agreement, proposal, and generate a PDF, Word Document, Excel, or Google Doc and merge dynamic data from Salesforce onto the document.

We can generate and create a number of customized documents using Salesforce Data.

We can create or use a template for a document like a contract, quote, agreement, proposal, application and generate a PDF, Word Document, Excel Document, or Google Doc and merge specific dynamic data from Salesforce records into the document.

We can create automations and efficiencies to generating documents needed in Salesforce by creating links or buttons to click which will auto generate the document and attach it to the Salesforce record.

Common reasons to generate documents from Salesforce:

  • Using data already in the Salesforce Account, Opportunity, and Opportunity Line Items you can generate a proposal or quote PDF to send to potential customer with a click of a button.
  • Generate an form that needs to be sent that has to have merged field information from the persons name or company information.
  • Generate an agreement or contract that merges the company name and persons name and any unique contract information already populated on the Salesforce record to send for electronic signature.

Common uses after generating a document:

  • Email the document automatically with an email template.
  • Preview the email with the document already attached, then click send.
  • Attach the document to the record.
  • Send a document for electronic signature via DocuSign or Adobe Sign.
  • Download or open in browser the document immediately. This is good to print/mail or to modify/tweak in word/excel or use document elsewhere.

Benefits of using auto Document Generation in Salesforce:

  • Save time. Generate a document in 10 seconds with all data already merged/populated. Email it automatically.
  • Control the template. By using a template and creating a process that forces all users to use it because it makes their job easier also allows you to standardize and control the look of your quotes, contracts, etc. You can also create validations/controls around the Salesforce field data that ends up populating the document to really control what is sent out.

Full document automation without any manual clicking is possible

  • We can also configure a process to automatically generate documents based on an event in Salesforce.
    This allows for some really cool automation.
  • For example maybe you have your ecommerce website platform sync orders to Salesforce. When an order is created automatically in Salesforce you could auto generate a PDF order confirmation and have it emailed to the customer automatically.
  • Another example is that you previously emailed a potential customer a link to a web form that asks them questions that they click and fill out and submit and that form updates the Salesforce record, then automatically generates an agreement document based on the data they entered and emails the document for electronic signature.

How do you generate documents in Salesforce?

  • You can use an app like our own developed app called RS Documents, Conga Composer, WebMerge, or Drawloop. Or you can develop apex code with a trigger or a class to generate document.
  • The benefits of the app is that it is easier to configure if you are not a programmer and also to change any template or settings. But an app has licensing costs where as developing some apex would be a one time cost.
  • Conga Composer is the biggest app in this area and allows you to create templates for word, excel or adobe pdf. Conga has a lot of features for automations and using Conga Workflows you can do full automations. It costs $15/user/month (paid annually) and has a 5 user minimum. Their support is awesome. Just call and they pick up. Conga is not dead simple but the documentation is there.
  • Our own developed app is RS Documents was developed because we thought we could make something better and cheaper that the others out there. The big benefits is that it is easier to use, especially when creating templates and configuring the app. It can create Google Docs. And it costs $5/user/month (paid monthly) with no user minimum.

To Auto-generate the documents with salesforce data

Charles Scripps, Board Member

Chad has over ten years of experience investing in dynamic, growing businesses in diverse industries and geographies. His private equity experience includes HIG Capital, which has over $12B in capital under management, and AEA Investors, which manages over $3B of invested and committed capital. While at HIG and AEA, Chad led diligence, structuring, and financial analysis of potential and existing investments, and completed transactions in the industrial products and consumer services industries. Chad also has experience investing in the public equity markets, most notably as a Managing Director at Fox Point Capital, a $1B fund seeded by Julian Robertson of Tiger Management. He invested across a number of industries, including industrials, financials, technology, and consumer products, and led Fox Point’s international research. Prior to focusing his career on investing, Chad was a management consultant at McKinsey and Company, solving strategic problems for the world’s leading companies. Chad earned an MBA with Honors in Finance from the Wharton School at the University of Pennsylvania and a BS with Distinction in Chemical Engineering from the University of Wisconsin-Madison.

Lester F. Alexander II, Board Member

Les Alexander is a partner with Jefferson Capital Partners where he provides mezzanine and equity capital for growth and buyout transactions. Mr. Alexander is a member of the firm’s investment committee and serves on the board of directors of several portfolio companies where he is actively involved in strategic planning and corporate governance. Prior to joining Jefferson Capital, he worked at Advantage Capital Partners where he completed several portfolio company investments and served on the investment committee. Before becoming a private equity investor, Mr. Alexander served as president of Ferrara Fire Apparatus, Inc., a leading fire truck and emergency vehicle manufacturer. At Ferrara, he was responsible for managing a workforce of 450 employees producing over 300 vehicles annually for its domestic and international customers. As an investment banker for 15 years with such firms as Howard Weil, Southcoast Capital, and J.C. Bradford & Co., Mr. Alexander completed over 50 public offerings of debt and equity securities, private placements, and merger and acquisition transactions totaling more than $7 billion for public and private companies in a variety of industries. Mr. Alexander is an adjunct professor at Tulane University and Loyola University where he teaches graduate and undergraduate classes in investment banking, private equity & venture capital, advanced financial management, investments, and entrepreneurship. He is also the board president for Benjamin Franklin High School, a public charter school in New Orleans. Mr. Alexander is the former Chairman Finance of the Association for Corporate Growth (ACG) and served on the global Board of Directors. He is a founder of the Louisiana chapter of ACG and was a recipient of the ACG global Meritorious Service Award and the Louisiana chapter’s Outstanding Service Award. Mr. Alexander received his bachelor of science in Commerce from the University of Virginia in 1989 and his MBA from the University of North Carolina in 1993.

Patrick F. Healy, Board Member

Based in Kansas City, Mr. Healy is a co-founder of C3 Capital. He has been an active private equity investor since 1985 and was a co-founder of C3 Holdings in 1994. Prior to this time, he sponsored and structured equity investments in real estate. He gained extensive workout and restructuring experience as chair of the creditor’s committee of a $1 billion bankruptcy and from being called upon to rescue a publicly-traded company from a major fraud. Mr. Healy was a senior tax partner at Mayer Hoffman McCann, a regional CPA firm, for eleven years. He received a Bachelor of Science in Accounting from the University of Kansas.

Chris Waters, VP of Strategic Sales

As Vice President of Strategic Sales, Chris guides and influences all strategic sales activities at A5 , starting in presales activities, successful sales methodology, sales process, and continued revenue generation and expansion opportunities. Furthermore, he will provide oversight in strategic sales function for the company and develop strategic sales plans that will promote growth in sales and customer satisfaction. Chris has proven his commitment to sales leadership and organizational success through field leadership as National Sales Manager at Deluxe Corporation, Field Sales Manager within the Social / Analytics Cloud at Oracle, US Regional Manager for CPQ Major Accounts at Oracle and now as Vice President on Sr. Leadership Team at A5.

Keith Fox, GM Salesforce Canada

Keith Fox is a software and consulting veteran for the past 34 years. Keith started his career at EDS which was followed by 4-year stint offshore in Bermuda. Keith then returned to Canada where he held a number of progressive sales and technical positions with software companies such as Sybase, BEA, and Oracle. After his stint with Oracle, Keith founded Cloudware Connections, a premier Salesforce consulting partner. 11 years down the line, Cloudware was acquired by A5, and Keith joined as GM for Canada.

Tarun Sharma, Practice Director and Senior Solution Architect

Tarun Sharma is Vice President Customer Success at A5 and is responsible for customer success, project operations, recruitment, resource utilization and sales operations functions for Oracle practice. As a business and technology leader Tarun helps businesses develop solution strategies to streamline the sales process and improve customer relations to drive revenues, profits and build brand loyalty. Tarun has led customers through digital transformation journeys. He has commanded strategic and tactical initiatives to shorten sales cycles, increase deal values and productivity, improve brand awareness and help organizations become easier to do business with. He has helped customers modernize their sales enablement tools and present a single source of information to support an omni-channel sales approach. This includes global roll-out for multiple business units included multi-currency and multi-language. Tarun graduated from Texas A&M University with a master’s degree in Industrial Engineering.

Adam Rosenfield, VP of Salesforce Practice

As Vice President of A5’s consulting practice – Adam is responsible for both strategic alliances with partners and expanded sales growth through the entire portfolio of A5 services. With over 20 years of Sr. level management consulting expertise – Adam has worn multiple hats in his career including practice development, sales, and client advisory. He has sold & delivered countless enterprise transformational initiatives creating a measurable competitive advantage for his customers. In addition to various technical software certifications, Adam holds an undergraduate and master’s degree in Accounting & Information Technology from the University of Texas at Austin and resides in El Paso Texas with his wife and 3 children.

PJ Alfrejd, CFO

As the CFO, PJ is responsible for all things financial at A5. With over 20 years of experience in financial leadership positions, PJ has worn all the hats required of a growing tech business. His extensive knowledge of the consulting industry, experience with M&A, and strength in operational finance is another catalyst to take A5 to the next level in its growth trajectory. PJ is a CPA with a BS in Accounting from the University of Illinois, Urbana-Champaign, and has held various finance leadership positions at Exodus/Savvis (acquired by Centurylink), Neohapsis (acquired by Cisco), and mFoundry (acquired by FIS).

Vinay Kruttiventi, President & CEO / Chairman of the Board

As the CEO of A5, Vinay plays an active role in all aspects of the day-to-day business operations. He is also actively involved in establishing strategy and vision for the company, is a customer advocate with Salesforce and Oracle product development, and is also actively involved in various and industry user / special Interest groups. Since founding the company in 2004, Vinay has successfully grown the business into a leading Salesforce and Oracle partner focused on CPQ and ERP. Vinay was a very hands-on implementing and architecting CPQ solutions to over 50 complex transformation projects for various Fortune 500 companies since 1996. Vinay is a leading authority on industry/process/ technology in Configure-Price-Quote and ERP applications. Vinay graduated from Osmania University with a Bachelor of Engineering degree and from JNTU with a Master in Technology degree.