Close Deals Faster With a Document Generation App: 5 Helpful Tips

Key Takeaways

• Document generation apps help sales teams close deals faster by automating proposals, quotes, contracts, and follow-up workflows directly from Salesforce.

• Salesforce-native document automation can reduce manual work, improve document accuracy, keep branding consistent, and move opportunities forward without unnecessary delays.

• With S-Docs, teams can generate, send, e-Sign, and manage sales documents using trusted Salesforce data and automated workflows.
  

---

Remember that iconic line from the 1992 film Glengarry Glen Ross? 

“ABC: Always be closing.” 

Well, if you’re in a sales role, you know the pressure of closing deals and that there can be setbacks at just about every stage in the process. Fortunately, sales technology has come a long way from the old-school “smile and dial” process with the creation of sales automation tools — enabling sales professionals to accomplish tasks more efficiently.   

Put simply — the right tools will help you with the ABCs (always be closing) of sales. 

But even with so many sales tools available, some deals can still get stuck in the pipeline. There is, however, one sales technology out there that Salesforce pros use to drive deals to a faster close — a document generation app.

Today, the value goes beyond creating a document quickly. The right Salesforce-native document generation solution can pull accurate CRM data into approved templates, trigger documents from Salesforce workflows, support e-Signature, and help teams keep deal paperwork moving without adding extra manual steps.  

First step: Get a document generation solution if you don’t already have one added to Salesforce.

Next step, put it to use with these five tips for using a document generator to close deals faster:

Ensure Proposals Are Delivered to the Right Hands Without Delay

Have you ever accidentally delayed sending a proposal because a hundred different things popped up right after you got off the phone with a client? Use a document generation app to set up a process that sends out proposals based on a status change in Salesforce – this will ensure your proposals reach the right hands quickly without having to go back and manually attach files in an email.

 

Auto-create Sales Quotes Instantly

You know that feeling of excitement when you get off the phone with a prospect who’s ready to buy, only to have it fizzle out quickly because the next thing you have to do is manually customize a proposal for them? From inputting the name, product descriptions and not to mention double checking the price quote, it can take a while. Use a document generation solution to auto-populate the data you need from Salesforce, whether documents are generated with a click or triggered automatically by a workflow.

Maintain Brand Consistency Across Sales Documents

Don’t make the mistake of sending over a proposal with an outdated logo or inconsistent branding — it looks unprofessional. Maintain your brand across all sales documents using a document generation app to make sure you’re putting your best foot forward when closing a deal. It also helps teams keep approved language, terms, and formatting consistent across reps, regions, and deal types. 

Automate Status Updates in Salesforce

From time to time, deals remain stuck in the wrong status because someone simply forgot to move them to the next deal stage. Use your document generation app to automatically update the opportunity stage when a specific document is sent out. For example, when you generate a final contract for signature the app can automatically update the opportunity stage to “Pending Signature.” That means Salesforce stays closer to the real state of the deal, giving sales leaders cleaner pipeline visibility without relying on manual updates. 

You Might Also Like: Salesforce Hack: How To Increase Productivity Through Automation

Impress Clients With Quicker Turnarounds

It’s a competitive world out there and when it comes to winning business, how fast you move deals along can make all the difference. Use your document generation app to unlock maximum efficiency , and cut down the time between initial contact and a closed deal.

By following the above tips, deals can move faster and with fewer manual handoffs. Don’t have a document generation app in your wheelhouse yet? Try S-Docs, a 100% Salesforce-native document automation and e-Signature solution that helps teams generate, send, sign, and manage documents using trusted Salesforce data. Let us know if you’re interested in a customized demo to see it in action.

Happy selling!