Document in a Day: Leveraging Nintex and Salesforce

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!

 

Register Now

 

Protiviti Finance Events 1
Date
17 Sep 2019
Time
08:30 AM to 11:30 AM CDT
Location
United States
Tuesday, September 17, 2019 - 8:30am to 11:30am