We are incredibly excited to announce Box Doc Gen for Salesforce, enabling teams to dynamically generate custom documents without leaving Salesforce, eliminating the need to manually create, modify, and process mission-critical documents, which can can be tedious, time-consuming, and error-prone, resulting in significant productivity drains.
As part of the Box for Salesforce managed package, Box Doc Gen is designed to automatically select pre-configured Box Doc Gen templates from Box, merge data from Salesforce objects, and generate custom documents that can be instantly surfaced within Salesforce. When combined with Box Sign, teams can automatically generate documents, send them for e-signature, and track the entire process all without leaving Salesforce.
Box Doc Gen empowers teams to automatically generate custom, error-free documents in a matter of seconds — reducing turnaround times, mitigating risk, and eliminating manual data entry while improving operational efficiency. With just a few clicks, you and your teams can leverage data from Salesforce, 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 Gen 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.
- Accelerate Box Doc Gen template creation by leveraging JSON data from Salesforce.
- Generate unlimited documents in Salesforce at no additional cost with the Enterprise Advanced plan.
Generated documents are automatically formatted based on the Box Doc Gen template and data from Salesforce. This enables you and your teams to address multiple use cases without the headache of manually configuring documents, inputting data, and incurring time-consuming delays.
To learn more about dynamically generating custom documents in Salesforce, please see Setting Up Box Doc Gen in Salesforce and Generating Documents in Salesforce.