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:
document generation tool 1 docOneDoc, and
showcase how you can select a template
generate your document and send it to
your customer to either review refer to
approve and sign in just three stepssteps, and
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 itit. beforeBefore we start just
know that one docOneDoc is available both in
can be connected to any standard or custom object.
the opportunity object
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
signature on it or typically no
interaction is requiredrequired; all you need to
do is send it as an attachment via email
email. case sending our business profile
profile. so i'I've hopped into the one docOneDoc home
screen and we'll jump right into the
opportunities since that's the object
we're working on todaytoday. iI also have a
opportunity created for the purpose of
this demo
demo, in this scenario we're not going to
involve any workflow or actions but i'I'll
be able to cover that in the next video
video. document so we'll hover to the right on
the top and click on oneOneDoc 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
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
new the generated and the sent the new
is obviously for the document that
you're going to be newly generating
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 againagain. justJust 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
here. now since iI have my company profile
already selected i'I'll go ahead and preview that now.
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 documentdocument, you're also able to
jump to a particular page to review it
directly
as wellwell, we also provide the print and
download functions for you to look at
once you think your document is good to go.
so we already have email configured
templates since this is the company
profile i'I'd go ahead and select that
you'll see it automatically populates
user or contact in your organization
that you're looking to send this email
email, for the purpose of this demo i'I'm just
going to input my email address so i'I'm
able to show you how that lookslooks. you
You could also copy your co-workersworkers, your
of the business
business, you can edit the subject
as well the email body it's made of rich
my name here
and we'll assume that it's joe sending
this email to me
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
customer, now once you think everything is okayokay, go
ahead and click on send
there your document has been sent
how that looks onto my email
email, 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 iI just brought you back to the one
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
into our next video for our second
scenario where i'I'll show you how to
generate a document for an in-person
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