Scenario 1: Sending a document attachment from Salesforce in 3 easy steps using OneDoc!

If you have been involved in selling for any length of time and you have one thing you might not enjoy, it's generating and managing your documents. However, documents are an essential part of every organization right from sales quotes, to contracts, invoices, policies and so much more. Although Document Generation could be considered time-consuming and frustrating for both businesses and IT alike, OneDoc helps you overcome these challenges.

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Transcript:

hello to all our viewers and welcome to

bizba thank you so much for tuning in

today i'm going to walk you through our

document generation tool 1 doc and

showcase how you can select a template

generate your document and send it to

your customer to either review refer to

we can cover this based on three

commonly used case scenarios but today

we'll cover just the first one and we'll

shortly get into it before we start just

know that one doc is available both in

salesforce and microsoft dynamics and

can be connected to any standard or

custom object

for this demo i'm going to be working on

the opportunity object

now coming to our scenario one

imagine you have to send a document to

your customer

and it's just for the review or the

reference you don't really require any

signature on it or typically no

interaction is required all you need to

do is send it as an attachment via email

it could be as simple as sending an hr

policy sending a product list or in this

case sending our business profile

let's get into it

so i've hopped into the one doc home

screen and we'll jump right into the

opportunities since that's the object

we're working on today i also have a

opportunity created for the purpose of

this demo

in this scenario we're not going to

involve any workflow or actions but i'll

be able to cover that in the next video

so all we want to do is generate a

document so we'll hover to the right on

the top and click on one doc

as you see here the company profile is

already pre-selected for me

automatically but should you have

multiple templates associated to the

opportunity record it will be displayed

here

it really depends on your business and

your admin should be able to layout the

permissions to hide or show a particular

template based on your business

requirement

there's also three tabs you see here the

new the generated and the sent the new

is obviously for the document that

you're going to be newly generating

in case you generated any document prior

to this it's going to show up here so

you don't have to generate the same

document over and over again just in

case you already have it here and for

the documents that you've already sent

you're going to be able to see that here

now let's move back to new

now since i have my company profile

already selected i'll go ahead and

preview that

now on the preview screen you see

certain functionalities available to you

you have the in build page zoom in and

zoom out which you can use according to

your needs you also have a search

functionality where you're able to

search for a particular word or page

in your document you're also able to

jump to a particular page to review it

directly

as well we also provide the print and

download functions for you to look at

once you think your document is good to

go go ahead and press email

so we already have email configured

templates since this is the company

profile i'd go ahead and select that

you'll see it automatically populates

here

you could go ahead and search for any

user or contact in your organization

that you're looking to send this email

for the purpose of this demo i'm just

going to input my email address so i'm

able to show you how that looks you

could also copy your co-workers your

managers colleagues or anybody outside

of the business

you can edit the subject

as well the email body it's made of rich

text so i'll just go ahead and punch in

my name here

and we'll assume that it's joe sending

this email to me

on the lower end here you're able to

also see the file name of the document

that you are sending to your customer

now once you think everything is okay go

ahead and click on send

there your document has been sent

successfully now i'm going to show you

how that looks onto my email

i pulled up my email real quick i'm able

to see that and the company profile as

well here

and that's about it you're able to send

your document to your customer

seamlessly

so i just brought you back to the one

doc screen to show you that you're also

able to find the same attachment on the

sent section like we discussed before

and view it here or you could also go

back to your opportunity page and scroll

down to notes and attachments or files

to find there this really depends on how

your administrator has defined the

location for the output document you're

choosing

i hope you saw how easy that was tune

into our next video for our second

scenario where i'll show you how to

generate a document for an in-person

sign please don't forget to like

thank you so much for watching and see

you then