Omnistudio Document Generation

Boost ROI and Automate Document Generation with Omnistudio DocGen

Unleash the Power of Personalized Documents with Omnistudio DocGen

OmniStudio, an extensive suite of digital engagement tools integrated into Salesforce CPQ, is essential for creating interactive user experiences. When combined with Industry Clouds, personalized user experiences can be tailored effectively. OmniStudio also allows streamlined document automation within Revenue Cloud and leverages real-time insights to drive revenue growth.

Streamline Document Creation with DataRaptors

With Omnistudio’s DataRaptors, generate documents effortlessly from any Salesforce object. Whether it’s contracts, proposals, invoices, or reports, leverage your Salesforce data to dynamically populate templates and produce accurate, customized documents in just a few clicks. DataRaptors enable you to fetch data not only from Salesforce objects but also from external sources. Harness this capability to enrich your documents with real-time information, which ensures accuracy and relevance.

Personalize Documents with Flexcards

With Omnistudio’s Flexcards, take control of your document generation experience. Flexcards allow you to tailor the process by adding additional information, selecting templates, and engaging in other interactive actions to personalize each document.

Facilitate Large-Scale Document Production

Say goodbye to manual document creation. Omnistudio empowers you to quickly generate hundreds or thousands of documents in bulk. Automate your mass document generation processes, all within Salesforce, to save time and resources.

Set Up Expert-Assisted Automated Document Creation

Our experts will assist you in setting up your Document Generation Batch Process and Document Generation Process using Omnistudio’s robust server-side generation capabilities. Enjoy automated document creation that happens in the background without any manual effort.

Schedule Bulk Document Generation

Recurring invoicing is a necessity in telecom and other B2C industries. Omnistudio allows you to set up scheduled jobs to generate invoices automatically at your desired cadence. Define your schedule, sit back, and watch as invoices are created efficiently and accurately.

Enhance Customer Communication with Email Integration

Omnistudio does not stop there once your documents are generated. Seamlessly integrate with Salesforce to automatically send out documents via email to your customers. Deliver invoices, statements, or reports directly to their inbox, enhancing customer communication and satisfaction.

From Clicks to Completed Docs: Effortless Document Generation with Omnistudio DocGen in Three Easy Steps

Say goodbye to manual document creation!

Document creation at your fingertips—OmniStudio DocGen streamlines the process in just three simple steps:

Step 1: Craft Your Template

Use the Document Template Designer interface to create a new OmniStudio document generation template. This step lays the foundation for structuring your document layout and content.

Step 2: Data Extraction and Mapping

Use DataRaptors to extract data from various sources and align it with specific template fields. These DataRaptors are crucial in populating your document with the necessary information.

Step 3: Navigate and Generate

After finalizing your template design and data mapping, head to the OmniStudio Template Designer. Begin a new template, upload your document, and configure the data extraction for quick generation.

Omnistudio DocGen Use Cases: Simplify Your Document Generation

Existing Customer Enhancement Opportunities

Omnistudio DocGen, included in your platform, helps you maximize your return on investment.

Document Generation Flexibility and Customization

Customizable templates and seamless integration with external systems like e-Signature platforms provide a streamlined experience tailored to your needs.