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Advanced document generation
Affordable Document Generation

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Impact Highlight

Faster Client Onboarding 

60%

Reduction in File Errors

90%

Secure Access to files 

100%

Reduction Manual Workload for Document Generation 

90%

Cloud Storage Integration

Integrated SharePoint & Amazon S3 to Salesforce 

Bulk File Handling

Enabled Drag-and-Drop uploads & Bulk File Handling 

Document Automation

Embedded docuWeaver in Flows 

Intuitive folder structure

Embedded docuWeaver in Record Pages

A wealth management firm using Salesforce struggled with manual document creation. Files were scattered across systems and shared via email, leading to

 

Errors | Inefficiency | Version Confusion

Wealth Management Firm  

Streamlines Document Operations with docuWeaver

Documentation for wealth management

Challenges

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Disorganized File Handling 

Documents scattered across systems, difficult to organize, search or link to records 

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Lack of Control & Complexity 

No versioning, limited access controls, and challenges handling complex data relationships

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Manual Document Creation

Hours spent generating and sending investment summaries & forms 

Solutions

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