Case Study: First Gen achieves faster PDF workflows in Salesforce with Docs Made Easy

Empowering First Gen with Effortless PDF Workflows in Salesforce

First Gen, a leading clean and renewable energy company in the Philippines, faced challenges with inefficient document generation directly within Salesforce. Their teams needed an intuitive solution that integrated with their existing setup without adding complexity, as they were hampered by a lack of bulk generation capability and workflow gaps. The vendor, Docs Made Easy, was brought in to address these issues.

Docs Made Easy implemented a solution that included a manual PDF generation button, batch PDF generation from list views, and flow-based automation. This integration transformed their documentation process, resulting in a 45% boost in user experience, 57% faster document creation, and a 52% increase in PDF generation speed. The customer's teams now have the power to generate PDFs quickly and effortlessly for both single records and bulk jobs.

First Gen

Louise Chanell

Project Manager