🚀 New Feature Release: Generate Document Action in Yeeflow 📄

Hi there,

We’re thrilled to introduce the Generate Document Action, a game-changing feature released in Yeeflow’s November product update. This automation tool takes your workflows to the next level, enabling you to generate Word or PDF documents automatically using pre-built templates. It’s designed to save time, reduce manual effort, and improve process efficiency.

What is the Generate Document Action?

The Generate Document Action lets you automate document creation based on information submitted in your forms. By leveraging pre-built Word templates, you can populate form fields to create polished documents effortlessly. Whether it’s a contract, quote, agreement, or purchase order, this feature fits seamlessly into your existing workflows.

Key Benefits of the Generate Document Action

Here’s how this powerful feature can enhance your workflow:

• Automate Document Creation: Generate Word or PDF documents directly from form submissions.

• Flexible Use Cases: Ideal for a variety of business processes like contract approvals, agreement generation, invoice creation, and more.

• Streamline Approval Workflows: Combine document generation with Yeeflow’s workflow automation to streamline approvals and processes.

• No-Code Simplicity: Enjoy the power of automation without needing coding expertise.

How It Works

The Generate Document Action works in three simple steps:

1. Build Your Template: Create or upload a Word template with placeholders for form fields.

2. Configure the Action: Use the Generate Document Action in Yeeflow workflows to map form data to the template fields.

3. Automate Document Handling: Save the generated document as an attachment, in a document library, or send it via email. You can even integrate it with Adobe Sign for e-signature workflows.

Examples of Use Cases

This feature is highly versatile and can be used in various scenarios:

• Contract Approval Process: Generate contract documents based on form submissions and automate the approval workflow.

• Quote Generation: Automatically create customer quotes using submitted details.

• Purchase Orders: Simplify the generation and distribution of purchase orders.

• Agreements: Standardize agreement generation for faster processing.

Seamless Integration

The Generate Document Action integrates effortlessly with Yeeflow’s automation capabilities. For instance, you can:

• Save documents as form attachments for future reference.

• Store generated files in a document library for easy access.

• Send documents via automated emails.

• Combine with Adobe Sign to enable e-signatures on generated documents, streamlining the signing process.

Ready to Get Started?

We’ve prepared a step-by-step guide to help you get started with the Generate Document Action:

📚 Generate Document Action Guide

Take your workflows to the next level with Yeeflow’s Generate Document Action. Start automating your document creation today! 🌟