Sellers sell. That’s what they’re born to do. And that’s what the companies who hire them rely on them to do. But there’s so much more to making deals than the handshake. It still takes hours, days, and sometimes even weeks to track down all the required data and put together accurate sales documents. And the more time sales reps spend creating documents, the less time they can spend on selling. From finding opportunities and creating relationships to understanding the customer’s needs and finding the right solution, sales is a process, filled with documents — opportunity reports, sales contracts, service agreements, and so many more.
These documents have traditionally been created manually because they contain customised data — SKUs, pricing, terms and conditions, industry- or location-specific requirements, and more — that is specific to each customer, situation, and deal. Salesforce users typically store this type of information in Sales Cloud, which gives everyone across the organisation access to important documents.
But that is about to change.
Introducing Document Builder for Acrobat Sign + Salesforce
For years, Acrobat Sign has integrated with Salesforce to help organisations like yours close business faster with trusted e-signatures. Adobe is adding Document Builder to Acrobat Sign for Salesforce — at no additional charge. Now you can automate the time-consuming process of creating sales documents and close deals even faster while freeing up your sales reps to do what they do best — sell. Contact Dax Data, local Adobe distributor, to find out how your organisation can achieve this with Acrobat Sign.
Automated document generation
Document Builder is a strategic new addition to the Acrobat Sign for Salesforce integration that enables sales teams to automatically generate accurate, data-driven documents in Salesforce instantly.
With Document Builder in Acrobat Sign for Salesforce, your organisation can:
- Build document templates fast — no coding required. With an intuitive drag and drop interface, you can create Document Builder — enabled templates in a few clicks that instantly pre-populate with Salesforce data and Acrobat Sign e-signature fields.
- Reduce business risk with conditional logic. Document Builder lets you insert business rules that ensure each document includes the right content.
- Format documents dynamically. Using the proven Adobe Document Generation API, quickly generate ready-to-send documents with automatically formatted data lists and tables that ensure a professional appearance every time.
- Ensure legal compliance. When you use Salesforce as the single source of truth to maintain your company’s most up-to-date legal terms, conditions, and policies, Document Builder templates can ensure new sales documents automatically contain the right legal terminology for each unique customer.
Automate end-to-end sales document workflows
Acrobat Sign has been proven to help customers close business faster and reduce costs. According to Forrester Consulting’s Total Economic Impact of Acrobat Sign report, Acrobat Sign delivered 30 percent faster transaction speeds and generated a staggering 519 percent return on investment. And organisations that integrate Acrobat Sign with Salesforce boost productivity even more with the ability to send, track, and archive approvals inside the sales platform they rely on.
“The main win for us was that Document Builder simplified our app portfolio in Salesforce. Instead of using two software tools, we can now converge into one (Acrobat Sign with Document Builder). We don’t need to integrate the apps and it’s easier for us to support”. – Lighting and Energy Company.
With Document Builder, Acrobat Sign can now automate every phase of the sales document workflow — from data-driven document generation to e-signatures and archiving — all within Salesforce. Automated document templates virtually eliminate the time your sales reps spend researching and creating a wide range of agreements, which means they can increase their selling time, drive more opportunities, and close more business.
A trusted solution
At Adobe, the security of your digital experiences is our priority. Industry-leading security processes and controls provide unmatched protection for your company information. Single- and multi-factor authentication prevent unauthorised use. And Acrobat Sign encrypts documents and assets in transit and at rest. Once signed, documents are stored in Salesforce with a tamper-evident seal and a detailed audit trail, so you have a permanent, verifiable record of who’s opened them and who’s signed them.
With its broad applicability, Acrobat Sign enables customers to standardise on a single, cost-effective document generation and e-signature platform that provides an end-to-end digital workflow throughout the entire sales cycle. To find out more about this solution and take your next steps on the road to automated document transformation, get in contact with Dax Data today.