Document in a Day: Leveraging Nintex and Salesforce
Almost every business process requires the creation of documentation. For example, Sales teams create proposals and statements of work, legal teams create non disclosure agreements and IT creates service agreements.
While templates help standardize these documents, users still spend a lot of time creating, updating, and chasing reviews and approvals for these documents. Often times, the information required for document creation is stored in another system, e.g. Salesforce, and has to be copied from the system to the document. Copy and paste skills are high in most organizational teams!