Document in a Day Leveraging Nintex and Salesforce

EVENT DETAILS:

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!

Protiviti and Nintex invite you to this complimentary hands-on Document in a Day workshop to learn how Nintex and Salesforce can work together to streamline your document generation process.