Case Study

Event Management Firm Automates Invoices and Collaterals with DocGen

Integrating DocGen into the firm’s Salesforce system provided a comprehensive fix for their document generation challenges.

 An event management firm that plans dozens of corporate events and conferences each year was struggling with labor-intensive document processes before and after every event.  

For event promotions, the team created personalized invites and flyers for each event manually, using data scattered across spreadsheets and emails. Every invitation had to be customized with event details (dates, venues, agendas) and sometimes attendee names, which was very time-consuming for the staff to do one by one. 

The manual invoice prep often led to mistakes in calculations or omissions of billable items, causing delays in sending invoices and occasionally errors that had to be corrected with the client. 

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DocGen has been a game-changer for our events workflow. We can crank out polished event materials and invoices with just a few clicks now, which frees us to focus on delivering great experiences rather than pushing paperwork. The fact that invites and follow-up emails send automatically is a huge relief. Our processes are faster and virtually error-free – it’s taken a huge weight off our team’s shoulders.

The Challenge

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Overall document workflow was fragmented, time-consuming, and unable to scale with the firm’s growing event portfolio

The Solution

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DocGen templates standardized event material

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Automated invite generation and email delivery of invoices

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Centralized document storage in Salesforce

The Outcomes

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Significant time savings

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Error reduction

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Faster cash flow

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Improved employee efficiency and morale

Automate invoices and collaterals with DocGen. 

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