We are incredibly excited to announce Box Doc Gen for Salesforce, now available with the Enterprise Advanced plan!
As part of the Box for Salesforce managed package, Box Doc Gen for Salesforce enables customers to dynamically generate custom documents directly from Salesforce, eliminating the tedious, time-consuming, and error-prone process of manually creating and modifying mission-critical documents while significantly improving operational efficiency all without leaving Salesforce.
Box Doc Gen for Salesforce empowers teams to automatically generate custom, error-free documents in a matter of seconds — reducing turnaround times, mitigating risk, and eliminating manual data entry. With just a few clicks, your teams can leverage data from Salesforce objects and records, and instantly generate accurate, custom documents based on dynamic templates that handle everything from conditional formatting and dynamic tables to custom images and arithmetic calculations.
With the Box Doc for Salesforce, customers can:
- Leverage the Box Doc Gen Template Creator in Microsoft Word to create dynamic Box Doc Gen templates complete with conditional logic, calculations, dynamic formatting, tables, images, and more.
- Pre-populate Salesforce data (including JSON data) into Box Doc Gen templates.
- Use Box Doc Gen for Salesforce alone or in tandem with Box Sign for Salesforce to dynamically generate custom documents and send them for e-signature or approval all within Salesforce.
Generated documents are automatically formatted based on the Box Doc Gen template and Salesforce data. This enables everyone to address multiple use cases without the headache of manually configuring documents, inputting data, and incurring time-consuming delays.
You can leverage the following resources below to learn more: