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The Salesforce Admin’s Guide to Document Generation

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Conga

A CRM solution holds a wealth of information and document generation tools allow users to take that information and create documents with both visual appeal and function. Document generation is the process of automatically producing a file and document generation applications save companies time, mistakes, and money. You bought Salesforce to be more efficient — why are you still manually creating proposals, contracts, invoices, and account plans? Read this eBook to learn how you can automate virtually any document, presentation, or report from Salesforce so you can get back to closing deals.

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